Maximum Tax SolutionsClient portal

MEET YOUR PREPARER

The people behind
your return.

Since 2015, Maximum Tax Solutions has brought personal attention to tax preparation. Your preparer reviews every document you send, follows up with questions, and walks you through your return before anything is filed.

WORKING TOGETHER

What to expect.

  1. Start in the secure portal.Answer a few questions about your year. Your document checklist builds itself around your answers.
  2. Share your documents.Upload photos or files from your phone or computer. Please don’t send tax documents by email or text.
  3. Review with your preparer.Your preparer checks the details, asks what they need, and walks you through your return before filing.

READY WHEN YOU ARE

Start with a preparer
who knows your name.

Start securely