The Maxim Complete is our Interview Based Model which is designed for individuals/business owners who have an understanding of the Tax Business. These individuals want to capitalize on the Tax preparation industry because of their experience. They do not have either a PTIN or an EFIN or both. These individuals take a higher financial risk for a higher financial reward as well. Under the guidance of our CPA/Enrolled Agent they manage their customer relations and let us do the Tax Return preparation.
NO EXPERIENCE, NO CREDIT REFERENCE, NO DEGREE REQUIRED.
All sales on any tax service packages are final. No refunds will be provided. A buyer has 7 days to cancel any service/product ordered, where a cancellation charge may apply.
All of our Packages come with our state of the art software which has been customized to your needs. Our software is one of the most intuitive and user friendly software in the industry. Our software comes with an Interview Based mode and has a one screen Tax Estimator from which allows you to give your customers a tax refund within minutes. Also, once you enter your customer’s data all the forms will be prepopulated with customer data saving you time to re-enter the same data.
At Maxim we believe in providing training in all formats suited to individual needs. As a Tax Partner with Maxim you will have access to our portal which consists of a library for Training Videos and literature for Software, Tax Preparation Process, Print Checks, Marketing Scripts and Customer Service. Any question you may have during your Tax Preparation process you will have access to the portal on your fingertips at anytime. We also, provide Individual training for anyone who requests this so that every Tax Preparer is ready during tax season.
Our Tax Partners have the ability to take advantage our Banking relationship with premier and reputable banks in the industry without any prior approval. Through these banks, the tax partners can provide any of the bank products in the Tax Industry to better serve your customers. The bank products that are provided are RAC, Onsite Check Printing and Prepaid Debit Cards.
When you sign up with Maxim, you can rest assured about the support that is provided. Our team has the ability to provide you the support that you require. For software support, our staff can access your computer through our remote access program. Also, our software has inbuilt Messaging features which allow you to chat with any of our Tax preparers should you be stuck while preparing taxes or to find out the status of any Tax return