Secure document handling
Upload tax documents through the secure intake instead of sending sensitive information through ordinary text messages.
Personalized tax preparation
Get the Maximum Refund You Deserve
Accurate, convenient tax preparation with personalized service from a professional who takes the time to understand your situation.
Already a client? Check your return status Try our 2026 Tax Planning Estimator Accurate preparation File from anywhere Personal support
Now accepting appointments
Prepared with careYour return, done right.
One-on-one guidance Clear communication Convenient remote options
File With Us PersonalOne-on-one attention
ConvenientIn-person or remote
ThoroughEvery detail reviewed
ResponsiveHelp when you need it
Why clients choose 2 The Max Tax
Professional tax help without the guesswork.
From the first document upload through filing and acceptance, you get a clear process, secure document handling, and a real person to help when you need it.
File from anywhere
Complete your intake, upload documents, and work with your preparer remotely from your phone or computer.
Know what happens next
Use your private return tracker to see whether your return is received, in preparation, ready to sign, filed, or accepted.
Refund advance options
Eligible clients can ask about refund advance options up to $6,000. Approval and amount are not guaranteed.
Personal support
Questions do not disappear into a software-only experience. You can contact your preparer when you need clarification or next steps.
Support beyond tax season
Bookkeeping, tax planning, prior-year returns, amended returns, and business services are available beyond a single filing appointment.
1Upload your documents2Meet with your preparer3Review & file
Before your appointment
View My Document Checklist Know what to bring.
A simple checklist for your income, your family, or your business.
Notary & year-round business servicesStart strong.
Start strong.
Stay compliant.
From formation and EIN help to bookkeeping, filings, and tax planning, get practical support for every stage of your business.
Bookkeeping & Tax-Ready Books
Organize transactions, profit and loss reports, and cleaner records for tax time.
Get bookkeeping quoteLLC Formation
Ready to make your business official? Get help with the paperwork and filing steps to form your LLC.
Get Help Starting My LLCNotary Services
Need a document notarized? Contact us to arrange a notary appointment and find out what to bring.
View Notary ServicesEIN Application Assistance
Get help applying for your federal Employer Identification Number after formation.
Florida Annual Report Filing
Stay active with timely annual report preparation and filing assistance.
DBA / Fictitious Name Registration
Register a business name and understand the filing steps.
Business Amendments & Reinstatement
Update company records or get an administratively dissolved business back in good standing.
Quarterly Taxes & Tax Planning
Plan estimated payments, review deductions, and make smarter tax decisions throughout the year.
Business Tax Returns
Preparation support for partnerships, S corporations, and C corporations based on your business needs.
Government filing fees are separate. Service availability and pricing depend on your business needs.
BOOKKEEPING
Keep your books clean all year — not just at tax time.
Simple bookkeeping support for small businesses that want organized records, clearer numbers, and a smoother tax season.
Transaction categorization Bank & credit card reconciliation Profit & loss reports Tax-ready year-end books
Get My Bookkeeping Quote Monthly Bookkeeping
Stay current month by month with organized transactions, reconciliations, and financial reports.
- Categorize income & expenses
- Reconcile bank and card accounts
- Monthly profit & loss report
Bookkeeping Cleanup
Behind on your books? We can help organize prior months and get your records back on track.
- Clean up uncategorized transactions
- Reconcile missed months
- Prepare cleaner records for tax filing
Year-End Bookkeeping
Get your books organized before tax preparation so your business return starts with cleaner numbers.
- Review income & expense totals
- Profit & loss summary
- Tax-preparer-ready records
Tax services
Expert help for every chapter
From a straightforward individual return to a growing small business, get careful support tailored to your tax situation.
Individual Tax Preparation
Careful preparation for W-2 earners, families, homeowners, and students.
Self-Employed & 1099 Taxes
Guidance for contractors, gig workers, creators, and independent professionals.
Small Business Tax Preparation
Organized, accurate filing support for growing businesses and entrepreneurs.
Prior-Year Tax Returns
Get caught up with confidence, whether you missed one year or several.
Amended Returns
Correct a previously filed return and claim eligible items that were missed.
ITIN Assistance
Step-by-step help navigating individual taxpayer identification requirements.
Tax Credits & Deductions
A personalized review to identify the credits and deductions you may qualify for.
Remote Tax Preparation
Secure, convenient service from wherever you are—no office visit required.
2
Your tax preparerVideo appointment Documents received
Taxes on your time
File from anywhere. We’ll handle the details.
Complete your taxes without rearranging your life. Send your documents and meet with your preparer using the option that works best for you.
- Phone consultations
- Email support
- Face-to-face video appointments
- Clear updates from start to finish
Simple by design
Three steps. One less thing to worry about.
Upload Your Documents
Send us your tax forms using the secure method provided after you get started.
Meet With Your Tax Preparer
Connect by phone or video to discuss your return, questions, and goals.
Review & File Your Return
We review the numbers together, answer your questions, and file when you approve.
Client experiences
Tax help that feels human
★★★★★
“The process was easy to understand, and I never felt rushed. Every question I had was answered clearly.”
MMaya R.Individual tax client
★★★★★
“As a 1099 worker, I needed someone who understood my income and expenses. I finally feel organized and confident.”
JJordan T.Self-employed client
★★★★★
“Being able to handle everything remotely made filing fit my schedule. Communication was excellent from beginning to end.”
AAlexis C.Remote tax client
Ready when you are
Let’s get your taxes handled.
Choose the appointment style that works for you. We’ll follow up to confirm your time and send a document checklist.
Personalized attention Flexible scheduling Private and professional
Good to know
Questions before you file?
Here are a few of the things clients ask most often. Still unsure? Reach out—we’re happy to help.
Taxes · Notary · LLC Formation
Tell us how we can help.
Send a quick message and we’ll guide you through the next step.