Helping With Any of Your Business Needs

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

Each month or quarter we'll do the following things for you...​

• Reconcile your bank account
• Generate an income statement
• Generate a balance sheet
• Clean up your general ledger
• Provide unlimited consultations

These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.

OUR MISSION

Our Vision

To assist every person to obtain the American Dream – owning their own finiancial independence by starting a business and help maximize it.

To give an opportunity to businesses and individuals to increase revenues by using the MAXTAX business structure. Displaying an alluring growth opportunity to entrepreneurs who desire to be industry leaders in the tax industry by acquiring one of the lowest initial investments of any tax franchise in the market.

Our Mission

Create record breaking growth in tax preparation and financial services franchise in the United States with optimum quality and top level customer services.

We are committed to the following principles:
First:  A commitment to our customers of year round bilingual tax, accounting and immigration services provided by the best trained, most professional staff available in the field; services provided with honesty, integrity and courtesy.
Second:  A commitment to our Franchisees of a total support structure including the highest quality training available. A commitment to work with our associates year round as they strive to achieve their goals and objectives.

JOB OPPORTUNITITES

MAXTAX is an amazingly growing company. Our approach to business transcends beyond taxes and into fully integrated financial services. In the present day we help our clients by preparing and filing taxes, as well as extending our services to manage, maintan and improve their business.

In order to serve better our client, we recognize the needs of individuals to grow with We're always looking for people from diverse backgrounds who can think creatively and are committed to helping us reach our goals.

Fill out our online contact form and submit your resume to support@maxtaxw2.com in order to be considered for employment opportunities.

MAXTAX pride themselves on being an Equal Opportunity/Drug-Free Employer. We will not discriminate in employment because of sex, age, race, physical disability, religion, ethnicity, sexual orientation, veteran status, mental disability, marital status, ancestry, or place of origin.

1. Bank Reconciliation

Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date. Having us reconcile your account each month allows you to...

• Identify lost checks, lost deposits and unauthorized wire transactions.


• Detect and prevent excess/unjustified bank charges and ensures transactions are posted correctly by your bank.


• Detect and prevent embezzlement of funds from within your company.


• Know how your business is doing? You can't really know unless all accounts are reconciled and properly accounted for on your financial statement.


• Manage your cash more effectively. Proper management of funds not only saves money, it makes money for you.


• Protect yourself. By timely reconciling and promptly objecting to your bank about any unauthorized, fraudulent or forged checks presented to your bank and paid by that bank, you can relieve your agency of responsibility for the shortfall and transfer the risk to the bank. This reason to reconcile alone should be enough. Crime exists.


• Sleep Better. You will sleep more peacefully at night knowing your bank accounts are reconciled, in balance and that all escrow funds, accounts, checks and disbursed .

2. ​Income Statement

An income statement, otherwise known as a profit and loss statement, basically adds an itemized list of all your revenues and subtracts an itemized list of all your expenses to come up with a profit or loss for the period.
An income statement allows you to...

• Track revenues and expenses so that you can determine the operating performance of your business.
• Determine what areas of your business are over-budget or under-budget.
• Identify specific items that are causing unexpected expenditures. Like phone, fax, mail, or supply expenses.
• Track dramatic increases in product returns or cost of goods sold as a percentage of sales.
• Determine your income tax liability.

​3. Balance Sheet

A balance sheet gives you a snapshot of your business' financial condition at a specific moment in time.
A balance sheet helps you...

• Quickly get a handle on the financial strength and capabilities of your business.
• Identify and analyze trends, particularly in the area of receivables and payables. For example, if your receivables cycle is lengthening, maybe you can collect your receivables more aggressively.
• Determine if your business is in a position to expand.
• Determine if your business can easily handle the normal financial ebbs and flows of revenues and expenses?
• Determine if you need to take immediate steps to bolster cash reserves?
• Determine if your business has been slowing down payables to forestall an inevitable cash shortage?

Balance sheets, along with income statements, are the most basic elements in providing financial reporting to potential lenders such as banks, investors, and vendors who are considering how much credit to grant you

Maintaining a Clean General Ledger

The general ledger is the core of your company's financial records. These records constitute the central "books" of your system. Since every transaction flows through the general ledger, a problem with your general ledger throws off all your books.

Having us review your general ledger system each month allows us to hunt down any discrepancies such as double billings or any unrecorded payments. Then we'll fix the discrepancies so your books are always accurate and kept in tip top shape.

Unlimited Consultations

We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide. Our consultations are already included in our price, so please feel free to call us whenever you have a question or concern.