Maxx TaxMaxx Tax — Tennessee · FloridaSchedule
Services

More than tax preparation. A financial partner for life.

Every service Maxx Tax offers answers one question: what does this help you accomplish? Here's how we help families and business owners across Tennessee, Florida, and beyond.

Outcome

Keep More Of What You Earn

Proactive tax strategy, not just annual filing. We look ahead — every quarter — for the moves that actually change your bottom line.

Tax Planning

Year‑round planning conversations, mid‑year projections, and Q4 strategy sessions so you're never surprised in April.

  • Mid‑year & Q4 projections
  • Withholding optimization
  • Retirement contribution strategy
  • Life‑event planning

Tax Preparation

Accurate, on‑time federal and state returns for individuals, families, and business owners across all 50 states.

  • Individual (1040)
  • Multi‑state returns
  • Business returns (1120, 1120‑S, 1065)
  • Schedule C & E

Business Tax Strategy

The S‑corp elections, owner comp, and entity moves that keep more of your business profit in your pocket.

  • S‑corp election & reasonable comp
  • Owner distribution strategy
  • Section 199A optimization
  • Equipment & Section 179 planning
Outcome

Build A Better Business

The financial back office your growing business needs — organized, modern, and quietly reliable in the background.

Bookkeeping

Monthly cloud bookkeeping with clean reconciliations and reports a non‑accountant can actually read.

  • Monthly categorization & reconciliation
  • QuickBooks Online setup & cleanup
  • P&L and balance sheet monthly
  • Owner‑friendly reporting

Payroll

Reliable payroll, tax filings, and year‑end paperwork — handled so you can pay your team without thinking about it.

  • Payroll processing
  • Federal & state payroll tax filings
  • W‑2 & 1099 preparation
  • New hire onboarding

Business Structure

The right entity — LLC, S‑corp, or partnership — set up the right way from day one, or restructured when it's time.

  • Entity selection & formation
  • S‑corp elections
  • Multi‑entity structuring
  • Ownership transitions

Accounting Advisory

Quarterly business reviews with a real advisor — cash flow, profitability, hiring, and the decisions ahead.

  • Quarterly business reviews
  • Cash flow forecasting
  • Profitability analysis
  • Growth planning
Outcome

Solve Tax Problems

You don't have to face the IRS alone. As an Enrolled Agent, Danielle is federally licensed to represent you at every level.

IRS Representation

You never have to talk to the IRS yourself. We handle correspondence, calls, and negotiations on your behalf.

  • Notice response
  • Power of attorney representation
  • Direct IRS communication
  • Case management

Audits & Appeals

Calm, thorough representation through examination and appeals — with a strategy, not a scramble.

  • Correspondence & office audits
  • Field audit representation
  • Appeals filings
  • Documentation preparation

Collections & Payment Plans

Installment agreements, currently‑not‑collectible status, and Offers in Compromise for eligible situations.

  • Installment agreements
  • Offer in Compromise
  • Penalty abatement
  • Lien & levy release

Non‑Filers & Amended Returns

Years behind on filing? We help you catch up quietly and get back into compliance without the panic.

  • Back‑year returns
  • Amended returns (1040‑X)
  • Compliance strategy
  • Fresh‑start guidance

Not sure which service fits? Let's talk it through.

A free consultation with Danielle is the fastest way to see how Maxx Tax can help — no pressure, no obligation, no jargon.

Schedule Your Consultation →