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.
Get Started NowFor CPA Firms: Scale Your Tax Season
Stop turning away clients due to capacity constraints or burning out your internal team. We act as your highly-trained, white-label back office, providing the manpower you need to crush tax season.
💻 Any Tax Software
We work directly in your secure environment via remote desktop or VPN. Whether your firm relies on Drake, Lacerte, ProSeries, UltraTax, or CCH, our team adapts instantly to your specific workflow.
⏳ Hourly Support
No rigid retainers or minimum volume contracts. We offer professional tax preparation services on a flexible hourly basis, helping you manage seasonal spikes efficiently and profitably.
View full services for CPA Firms »
For Business Owners: 3 Ways to File
We do not force you into a one-size-fits-all box. Because we already manage your monthly bookkeeping, your financial data is pristine and ready for tax season. Choose the path that best 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, K-1 generation, and complete the final filing.
Best for: Complex corporate 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 the completed forms to you for review. We sign as the tax preparer and you sign as the taxpayer.
Best for: Speed, efficiency, and simple Schedule C/1120S returns.Compliance Services We Handle In-House
Beyond year-end income taxes, we handle your day-to-day compliance directly to keep you penalty-free year-round:
- Monthly Sales Tax Filing: We calculate liabilities based on your POS or e-commerce data and file returns with state agencies across all 50 states.
- 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, perform TIN matching, and electronically file 1099-NEC forms.
Frequently Asked Questions
Do you support CPA firms during tax season?
Yes! We act as a white-label back office for CPA firms. We offer hourly tax preparation support using the tax software of your choice (Drake, Lacerte, ProSeries, etc.), allowing you to scale up during tax season without hiring expensive full-time staff.
Do you have CPAs on staff to represent my business?
No, we intentionally do not keep CPAs on staff to avoid competing with our CPA firm clients. Instead, we leverage an extensive network of external CPAs and EAs, or we prepare the return for you to review and sign yourself.
Can you file my Sales Tax and Payroll returns?
Yes. We offer comprehensive compliance services. We handle monthly or quarterly sales tax filings in all 50 states, process 941 and 940 payroll tax forms, and electronically file 1099-NEC forms for your vendors.
Is my data secure?
Absolutely. We use secure cloud providers with Multi-Factor Authentication (MFA) and encryption. All systems have active antivirus monitoring, and our remote model ensures a strict separation of duties to prevent fraud.
Crush Tax Season with Maxim Liberty
Whether you need an hourly team of preparers for your firm, or a dedicated bookkeeper to handle your business’s compliance, we are ready to help.
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