At Maxx EZ Tax, we are dedicated tax specialists committed to simplifying your tax experience. With years of expertise, we offer personalized services including tax preparation, audit support, strategic planning, and extensions. Our goal is to provide accurate, reliable, and comprehensive tax solutions tailored to meet your unique needs. Trust us to handle your taxes with professionalism and care, ensuring your financial well-being every step of the way. Your success is our priority.
personalized advice from experienced tax professionals
Precise and timely tax preparation, minimizing errors and delays
comprehensive audit representation services
tailored tax planning strategies
seamless tax extension services
We provide a range of services including tax preparation, audit support, strategic tax planning, and tax extensions to meet all your tax-related needs.
Our experienced team follows a meticulous process, double-checking every detail and staying up-to-date with the latest tax laws to ensure your tax return is accurate and compliant.
If you receive an audit notice, contact us immediately. We will guide you through the process, represent you during the audit, and work to resolve any issues that arise.
Strategic tax planning helps you make informed financial decisions, reduce your tax liability, and maximize savings by utilizing available deductions, credits, and planning strategies.
Yes, we offer hassle-free tax extension services to help you meet IRS deadlines and avoid penalties, giving you additional time to prepare your tax return accurately.
You will need various documents such as W-2s, 1099s, receipts for deductible expenses, mortgage interest statements, and records of other income or investments. Bringing your previous year's tax return is also helpful.
To ensure your tax return is prepared accurately and efficiently, please bring the following documents to your appointment. Having everything ready helps us maximize your refund and avoid delays.
Required for All Clients
✅ Valid photo ID (Driver’s License or State ID)
✅ Social Security cards for you, your spouse, and all dependents
✅ Last year’s tax return (if available)
Income Documents
Bring all income forms you received during the year, including:
W-2s (employment income)
1099-NEC / 1099-MISC (self-employed or contractor income)
1099-G (unemployment or state refunds)
1099-INT / 1099-DIV (interest or dividends)
1099-R (retirement or pension income)
Self-Employed / Side Hustle / Business Owners
Business income records (1099s, invoices, payment summaries)
Business expense records (receipts, mileage, supplies, marketing, software, etc.)
Vehicle mileage totals (business use only)
Home office information (if applicable)
Credits & Deductions (If Applicable)
Childcare provider information
Education expenses (Form 1098-T, student loan interest)
Mortgage interest (Form 1098)
Property tax records
Health insurance forms (1095-A, B, or C)
Additional Items
Bank account and routing number (for direct deposit or payments)
IRS or state tax notices (if you received any)
Helpful Tip
If you’re unsure whether to bring something — bring it anyway. Our tax professionals will review everything with you and guide you through the process.