Getting started
From first call to full service, all online.
No office visits and no boxes of paperwork. Everything happens through your secure portal and video calls at times that suit you.
Discovery call
A free conversation about your situation, your goals and how we can help.
Proposal
A clear scope and fee for the services you need, with no surprises.
Secure onboarding
Sign your engagement and upload documents through the client portal.
Ongoing partnership
On-time filings, proactive planning and a team you can reach.
Tax calendar
Upcoming federal deadlines.
The key IRS dates for individuals and businesses, updated automatically. Our clients hear from us well before each one.
Next deadline
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Dates that fall on a weekend move to the next business day; federal holidays can shift them further. State deadlines vary.
Book a consult
Work with advisors who are already thinking ahead.
- Pick a timeChoose a slot that fits your week.
- Meet with a CPATalk through your situation by video or phone.
- Get your planLeave with clear next steps and a proposal.
Prefer email? contact@maxcounts.com