Frequently Asked Questions
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Have Questions? Here Are The Answers.
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What do I need to provide to get started?
All of what is needed is found on the Booking page. There is a user-friendly form at the bottom of the page that you will electronically submit to our CPA.
How long does the process take?
The turn around time is between 2-5 business days. The busiest months are mid February-mid March, so be aware during that timeframe it can be the 5 business day wait. Please do not reach out unless this timeframe has passed. it is an overload of texts.
How do I find my income if I no longer have it?
There are two ways to find your income. One, reach out to your job and see if you can get it that way. Two, register with IRS through their portal IDme. Unfortunately, IDme does not have state information, so state taxes will not be able to be filed.
How do I pay? And other payment disclosures.
You will pay after the refund gets issued. You will pay from whatever refund (state or federal) comes first via Zelle, ApplePay, Cash App, Chime or Cash. Amendment fee of $125 will be paid upfront (in the event you forget something and I have to add it to the return). There will be a fee difference if the return amount is increased this doesn’t include the $125 amendment fee. Back taxes will need a 20% deposit down then the rest to be paid out of refund. In the event for nonpayment, services will be reversed. Lastly, over 4 wage documents will result in an extra $10 a page on top of fee.
How does Max Tax MI ensure data security?
At Max Tax, we take your financial security and privacy seriously. I have stringent security measures in place to protect your data and ensure that it remains confidential. I follow strict protocols and uses encrypted systems to safeguard your information, giving you peace of mind.
How do I track my return and how long before I get my refund?
Here at Max Tax, I will provide you with proof your return has been submitted. After that allow 24-72 hrs to look on the application IRS2GO or online at irs.gov. To track the state return simply google “where is my refund (insert which state you are seeking).” The average turn around time for a refund to get approved by IRS is 21 days and states vary. For people who haven’t filed in awhile, change jobs frequently or addresses may be subject to verifying one’s identity with IRS or State and will take longer. If return is sent in the mail it will take longer than 21 days more like months.
How do you I obtain my 1040 from Max Tax MI?
Your 1040 will be email or printed off to you. Unless you need it right away I will send after the tax season is over. Or on IRS.gov under your account.
Where do I find my Adjusted Gross Income (AGI)?
You can find your AGI on your 1040 line 11 of your prior year return. If you don’t have your 1040 you can create a profile through IRS IDme and your AGI will be there on the home page. You can also obtain it through the mail by requesting it through irs.gov
How come my refund amount changed?
At Max Tax, the return amounts told are just quotes and can be changed do to IRS or States discretion. There can be a credit that they are disallowing. In that event price for fee could change. Another reason for the change is that you owe IRS or another government agency. In that event no fee change.
Can I still file if I have little to no income or little to no income with dependents?
Yes, you can still file. The client will be charged between 12-25% depending on if you have children to not. You will be told in breakdown of the charges before submission. With 12k or less of income you don’t the full credit amount with or without children, so therefore I will help in assisting you to get the full credit amount for each individual you claim.
Is there a referral program and are there advances offered?
Yes, $50 per person you refer. You will either get sent $50 or get the money taken off from your fee. However, you will not get the referral until the person you sent pays their fee. Yes, cash advances are offered, but not guaranteed with each individual being different. The advanced is offered through a third party partner SBTPG.
How can I file my back taxes?
You can file your back taxes up to three years. Please allow the current tax season to end. Back taxes will take place in August and ends mid December. However you can start uploading documentation after the season is over. Sometimes back taxes can be processed before August if CPA has the time. Please keep in mind the availability is very limited and the turn around time is the same to get you a quote. The taxes will be mailed with tracking to ensure delivery. IRS can take 6-8 weeks to prepare with state varying in their time.
How do I file my business taxes and what do I need to provide?
Business taxes will get submitted on your personal income tax return unless you have a S or C Corporation. Those business taxes are submitted separately. What you need to provide is laid out in the Tax prep form that can be found on the Booking tab.
What happens if I am owing on my current year taxes before submission and why is my fee different?
Here at Max Tax, I strive to get you from owing IRS. By doing this we take a look at all the tax breaks you are eligible for. Once I get you from owing two numbers will be sent and explained to you. First, number is the original number of the owed amount to IRS and the secondary will be the refund you will receive now that the tax breaks are added. Payment is different with owing because if the correct taxes were taken you would not owe in the first place, now that is money that we have missed out on. Example: if you owe 10k to its before the breaks and I get you out of owing and 3k back with the correct taxes taken you could have had 9k-13k back instead of 3k. Your fee is based of what you could have gotten back.