Tax Preparation Services for CPA Firms and Businesses
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.
For CPA Firms: Scale Your 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 virtual bookkeeping services, your financial data is pristine and ready for tax season. Choose the path that best fits your business needs:
Option 1: The CPA or EA of Your Choice
Already have a tax professional? We hand your own CPA or Enrolled Agent a clean, tax-ready package — reconciled books, financial statements, and supporting schedules — so they can complete the year-end filing without chasing you for records. There is no extra charge; it is part of the bookkeeping.
Best for: Businesses with a trusted CPA or EA already in place.Option 2: A CPA or EA Referral
Do not have one yet? We refer you to a specialized CPA or an IRS Enrolled Agent in our partner network. CPAs suit complex corporate returns, K-1 generation, and audit representation; EAs are federally licensed tax practitioners who can also represent you before the IRS, often at a lower cost. Either way, they work directly with you to file.
Best for: Complex returns, audit representation, or cost-effective expertise.Option 3: Let Us File It
We prepare the return from the books we already manage and send the completed forms to you for review. We sign as the tax preparer and you sign as the taxpayer. Business tax filing starts at $750 for one Federal and one State return — see the full pricing page for current rates.
Best for: Speed, efficiency, and straightforward Schedule C or 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.
Do I have to use Maxim Liberty to file my taxes?
No. You have three options: hand your own CPA or Enrolled Agent a tax-ready package at no extra charge, take a referral to a CPA or EA in our partner network, or have us prepare the return from the books we already keep (business tax filing starts at $750 for one Federal and one State return — see our pricing page).
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.