READY WHEN YOU ARE

File With Confidence.
We’ll Handle the Tax Part.

Whether your return is simple, complicated, personal or business-related, Maxx Out gives you professional tax preparation, clear communication and support from start to finish.

START MY TAX INTAKE BOOK A FREE 15-MIN CONSULT
WHY CLIENTS START HERE

You Don’t Need to Know Everything Before You Reach Out.

Individual + Business Tax Preparation
Houston-Based • Serving clients virtually nationwide
File Now, Pay Later options available
Financing Available for qualifying clients
YEAR-ROUND SUPPORTINDIVIDUAL + BUSINESS RETURNSCLEAR COMMUNICATIONVIRTUAL NATIONWIDE SERVICE
Why Maxx Out
WHY MAXX OUT

Tax Prep Should Feel Clear — Not Chaotic.

You should know what happens next, what we need from you and who to contact when questions come up.

COMMUNICATION

Updates at Every Stage.

You’ll receive updates by text and email as your return moves through the process, so you know what’s happening, what we still need from you and what comes next.

GUIDANCE

More Than Data Entry.

We prepare the return in front of us while helping you understand the tax decisions and details that matter to your situation.

SUPPORT

We Don’t Disappear in April.

Tax questions, amendments, business needs and other financial moves do not always fit neatly into tax season.

ACCURACY PROMISE

We Stand Behind Our Work.

If an amendment is required because of an error or omission made by our office on the original return we prepared, we’ll prepare and file that amendment at no additional preparation fee.

Does not apply to new or corrected information provided after filing, changes in client-reported information, IRS or state adjustments, or later tax-law changes.

PAST RETURNS + MULTI-YEAR FILING

Behind on Taxes?
Start With the Oldest Year.

Whether you missed one return or need several years prepared, we can help organize the filing history and move forward one year at a time.

START MY CATCH-UP INTAKE
WE CAN HELP YOU SORT OUT
Prior-Year Returns — returns that were never filed
Multiple Unfiled Years — several years organized into a filing sequence
Missing Documents — identifying records still needed
Amendments — correcting a previously filed return when required
You do not have to fix every year at once. First understand what is missing, establish the order, then start moving forward.
Choose Your Filing Style | Maxx Out Tax Services
HOW DO YOU WANT TO FILE?

Choose Your Filing Style.

Same professional tax preparation. Two different ways to experience it.

VIRTUAL FILING

Handle It From Home.
Fast. Clean. Convenient.

Perfect for clients who want a smooth remote process with secure document uploads, communication by text and email, and no need to come into the office.

Virtual tax filing experience
Upload Documents Securely — send what we need without leaving home.
Text + Email Communication — stay updated throughout every stage of the process.
Nationwide Convenience — ideal for clients outside Houston or anyone who prefers virtual service.
START VIRTUAL FILING
IN-PERSON FILING

Prefer to Sit Down With Us?
Come Into the Office.

Best for clients who want face-to-face support, prefer to bring their documents in, or simply feel more comfortable discussing their tax situation in person.

In-person tax filing appointment
Office Appointment — meet with our team and bring your available tax documents.
Face-to-Face Review — discuss your situation, questions, and what we need to complete your return.
Traditional Filing Experience — ideal if you prefer personal, in-office service.
Important: An in-person appointment does not guarantee on-the-spot tax preparation. Depending on the complexity of your return, the amount of documentation involved, or additional information needed, your appointment may become a document drop-off and your return may be completed after further review.
BOOK AN IN-PERSON APPOINTMENT
Payment Options | Maxx Out Tax Services
FLEXIBLE PAYMENT OPTIONS

More Than One Way to Move Forward.

Depending on your situation, you may have options that make it easier to start your tax preparation without paying the full fee upfront.

File Now, Pay Later

Eligible clients may be able to have preparation fees paid from their refund instead of paying upfront.

Financing Options

Financing may also be available for qualifying clients who need another way to manage the cost of preparation.

FLEXIBLE WAYS TO GET STARTED

Don’t Let the Timing of the Payment Stop You From Filing.

Depending on your situation, you may have options that let you move forward without paying the full preparation fee upfront.

The Process | Maxx Out Tax Services
THE PROCESS

Getting Started Takes a Few Minutes.

01

Complete Your Intake

Tell us about your tax situation and provide the information we need to get your file started.

02

We Review Your Situation

Your return is reviewed based on the information and documents you provide.

03

We Prepare + Communicate

We handle the preparation while keeping you informed about questions, next steps and completion.

Not sure where to start? That’s exactly what the free 15-minute consultation is for.
BOOK MY FREE CONSULT
KNOW PEOPLE WHO NEED A GOOD TAX PRO?

Turn Good Referrals Into Extra Money.

$50

Earn $50 for every new client you refer who files with Maxx Out. If people already ask you who does your taxes, you might as well get paid for sending them somewhere you trust.

BECOME A REFERRAL PARTNER
HOW IT WORKS
1. Join the referral program.
Get your own custom referral link so every person you send can be connected back to you.
2. Share your link.
Send it to friends, family, coworkers or business owners who need professional tax preparation.
3. Track your referrals.
See who signs up through your link and keep track of qualifying referrals as they move through the process.
4. Track your payouts.
Each eligible new client who completes a paid tax preparation engagement earns you $50 — and you can keep up with your referral payouts.
Referral terms, eligibility and payment timing may apply.
LET’S GET YOUR TAXES HANDLED

Ready to File?
Start Here.

If you already know you’re ready to work with Maxx Out, complete your client intake and we’ll take it from there. If you have questions first, grab a free 15-minute consultation.

COMPLETE CLIENT INTAKE I HAVE QUESTIONS FIRST

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Phone: (832) 682-9861