Business Details
9 Years
experience
Trusted Accounting & Tax Services in Stevensville, MD
At Maxes Taxes, we specialize in transforming complex financial challenges into streamlined solutions for individuals and businesses. With over two decades of experience in accounting and finance, our team delivers personalized services tailored to your unique needs. Our expertise spans tax planning, bookkeeping, financial planning, and insurance evaluation, ensuring comprehensive support for your financial goals. We prioritize client relationships, offering a personal touch that fosters trust and collaboration. Our 24/7 online platform provides real-time access to your financial data, empowering informed decision-making.As a veteran-owned firm, we bring integrity and dedication to every service we offer. Our commitment to excellence is reflected in our track record of resolving back tax issues and maximizing returns. We serve clients across industries, leveraging our deep industry knowledge to navigate regulatory complexities. Our mission is to simplify financial management, allowing you to focus on what you do best. Whether you're an individual or enterprise, Maxes Taxes is your partner in achieving financial stability and growth.
Services
Tax Planning & Preparation
Bookkeeping Services
Financial Planning
Payroll Services
Insurance Evaluation
Estate Planning
Rental Property Tax Analysis
Back Tax Resolution
Accounting Software Implementation
Succession Planning
Details
- Year established: 2017
Highlights and features
- We offer 20+ years of experience in accounting and tax services.
- Our team provides personalized financial solutions tailored to your needs.
- We guarantee results-driven approaches to tax resolution and planning.
- Our 24/7 online platform ensures real-time financial data access.
- Veteran-owned firm combining integrity with industry expertise.
Associations and certifications
- Certified Public Accountants
Services
Tax Planning & Preparation
Our tax planning and preparation services help individuals and businesses optimize their tax positions while ensuring compliance. We specialize in e-filing, resolving back tax issues, and minimizing liabilities through strategic planning. With personalized consultations, we address unique financial situations to maximize returns and reduce obligations.
Bookkeeping Services
We provide comprehensive bookkeeping solutions, including payroll processing, budgeting, and accounting software implementation. Our services ensure accurate financial records and streamlined operations for businesses of all sizes. Real-time reporting tools help clients maintain financial clarity and make informed business decisions.
Financial Planning
Our financial planning services cover retirement strategies, investment analysis, and estate planning. We create customized roadmaps to help clients achieve long-term financial goals. By integrating tax-efficient strategies, we optimize wealth preservation and growth for individuals and families.
Insurance Evaluation
We analyze personal and business insurance needs to ensure adequate coverage and cost-effectiveness. Our evaluations identify gaps in protection and recommend tailored solutions. This service helps clients mitigate financial risks while aligning insurance strategies with overall financial objectives.
Back Tax Resolution
Specializing in resolving audits, garnishments, and overdue tax issues, we negotiate with authorities to reduce liabilities. Our experts develop payment plans and implement compliance strategies. This service restores financial stability for clients facing complex tax challenges.
People
Maxine Whitelock
CEO | CPA
Maxine Whitelock, a University of Maryland graduate and U.S. Navy veteran, brings 20+ years of accounting expertise to Maxes Taxes. As CEO and lead CPA, she specializes in resolving complex tax issues and guiding clients toward financial freedom through personalized strategies.
Kelly Medeiros
Office Manager
Kelly Medeiros oversees daily operations at Maxes Taxes, ensuring seamless client service delivery. With a focus on organizational efficiency, she coordinates team activities and maintains the firm's commitment to exceptional client support through structured administrative leadership.
Michelle Smith
Accounting Manager
Michelle Smith manages accounting operations at Maxes Taxes, applying her expertise in financial reporting and compliance. She leads bookkeeping teams and implements accounting software solutions, ensuring accurate financial management for business clients through detailed analytical approaches.
Carla Hill
Tax Support Specialist
Carla Hill provides specialized tax support at Maxes Taxes, assisting with preparation and compliance processes. Her technical proficiency in tax documentation and client communication ensures efficient resolution of individual and business tax matters through organized procedural execution.
Questions
What accounting services does Maxes Taxes offer?
We provide bookkeeping, payroll processing, financial reporting, and accounting software implementation for businesses. Our services ensure accurate financial management and regulatory compliance.
How can Maxes Taxes help with tax problems?
We resolve back taxes, audits, and garnishments through strategic negotiations with tax authorities. Our team develops payment plans and compliance strategies to reduce liabilities.
Do you serve both individuals and businesses?
Yes, we offer personalized tax and financial planning services for individuals, small businesses, and large enterprises across multiple industries.
Is there 24/7 access to financial information?
Our clients receive 24/7 access to their financial data through our secure online platform for real-time reporting and document sharing.
What makes Maxes Taxes different from other firms?
We combine 20+ years of experience with personalized service, veteran-owned integrity, and comprehensive solutions tailored to each client's unique needs.
