Orlando MaxTax Solutions & Accounting Svc. Inc
I love helping people, and helping clients get back their due Refund, it drives me to do more...
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Frequently asked questions
What is your typical process for working with a new customer?
Phone appointments, and Now available for seating appointments. if client accepts contract for service, the next step, recieve a deposit and collect their document. we offer E-filing ond E-Advance of your refund through the bank, with the bank product your tax payment can be deducted right from your return once it is accepted by the IRS.
What education and/or training do you have that relates to your work?
Every year before the Tax season i prepare myself by taking the 18 hour Continuing Education Courses which includes Federal Tax Laws, Tax Ethics and The (AFTR) Annual Federal Tax Refresher course which allows me to speak to the IRS on behalf of the clients that i prepare their tax return. I also love to do research on the different tax topics, so I am prepared.
Do you have a standard pricing system for your services? If so, please share the details here.
Prices very. But it's NOT base on Refund. Bookkeeping services is also offered, many clients are not prepared to complete there business returns, we are here to make sure those books are done correctly. Monthly bookkeeping keeps the company in the know, with profit and loss statement available on demand.
How did you get started in this business?
I was offered a job in a tax office, with no idea or experience about taxes, lol ... but the company paid for me to take the classes, followed by years of practice and experience.
What types of customers have you worked with?
Customers of all race, different background, other States and from other countries outside of the United States.
Other Business client/customers that i have worked with
1) New Business Corporations Setup
2) Sales Tax Registration & Reporting
3) Filing of Various Business Forms
4) Electronic Filing
5) Bookkeeping (Quickbooks)
6) Payroll Services
Describe a recent event you are fond of.
Recently i prepared a business and personal tax for a client, who usually pays every year, but his filing was pass the extention date, which means he will have to pay a penalty, but last tax year his cituation had changed and because of that he was able to receive a large refund, enough to pay the penalty and still have some left over to enjoy. i was happy for them :)
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure you pick a tax preparer with a History, and qualified to do the job, make sure they also have a Preparer Tax Identification Number, (PTIN) this number is required by law if the tax preparer is receiving compensation. Another thing is to make sure that the tax preparer will still be around even after the season is over.
We are available all year round!
What questions should customers think through before talking to pros about their needs?
1) How long have you been doing taxes?
2) What documents would you need to do the taxes?
3) What are your fees? can it be taken out of the refund?
4) What happens if i get audited?
5) Will i get a copy of my return?