Compliance. Clarity. Peace of Mind.
Tax Preparation Services
Whether you are a CPA Firm needing extra hands during tax season or a Business Owner looking for compliance without the chaos, Maxim Liberty has a solution tailored to your needs. We act as your white-label back office or your complete compliance department, handling everything from Sales Tax and Payroll to your final Year-End Filing options.
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For CPA Firms: Scale Your Tax Season
Stop turning away clients due to capacity constraints. We act as your white-label back office.
Any Tax Software
We work directly in your environment. Whether you use Drake, Lacerte, ProSeries, UltraTax, or CCH, our team adapts to your workflow.
Hourly Support
No rigid contracts. We offer professional tax preparation services on a flexible hourly basis, helping you manage seasonal spikes efficiently.
For Business Owners: 3 Ways to File
We don’t force you into a one-size-fits-all box. Choose the path that fits your business needs:Option 1: CPA Referral
We refer you to a specialized CPA in our extensive network. The CPA will work directly with you to handle complex tax strategies and complete the filing. Best for: Complex returns or audit representation.Option 2: EA Referral
We refer you to an IRS Enrolled Agent (EA). EAs are federally licensed tax practitioners who can represent you before the IRS. They will work directly with you to file. Best for: Cost-effective expertise and IRS compliance.Option 3: Direct Prep
We prepare your tax return based on the books we manage. We send it to you for review, we sign as the tax preparer and you sign as the taxpayer. Best for: Speed, efficiency, and simple returns.Compliance Services We Handle In-House
For direct business clients, we handle your day-to-day compliance directly to keep you penalty-free.- Monthly Sales Tax Filing: We calculate liabilities based on your POS or ecommerce data and file returns with state agencies across the US.
- Payroll Tax Filings: If we manage your payroll, we handle Form 941 (Quarterly), Form 940 (FUTA), and state unemployment filings.
- 1099 Vendor Management: We track payments to contractors throughout the year, collect W9s, and electronically file 1099-NEC forms.
- Tax Planning Support: We provide the organized financial data your tax strategist needs to help you lower your liability before year-end.
“Maxim Liberty provides top-notch, one of a kind service I have not seen anywhere else… Whether it is for bookkeeping, or other accounting related services, I couldn’t recommend Maxim Liberty highly enough!”
— New York CPA