Use IRS Official Estimator
Important: Tax refunds depend on many factors (deductions, credits, dependents, etc.).
This tool is a quick estimate only.
Tax Maximo — Refund Estimate Calculator
Quick estimate based on filing status, income, withholding, and basic credits. Not tax advice.
Your Estimate
Enter your numbers, then click Calculate Estimate.
Disclaimer: This is a simplified estimator for informational purposes only and may not reflect your actual refund or balance due. For an official estimate, use IRS tools or consult a tax professional.
Client Intake Form
At Tax Maximo, our Client Intake Form is the first and most important step in your tax preparation process. This form allows us to gather the essential information needed to prepare your tax return accurately, securely, and in full compliance with IRS requirements.
Completing the intake form helps streamline your experience and reduces delays, errors, and unnecessary follow-up.
What Is the Client Intake Form?
The Client Intake Form is a secure questionnaire designed to collect:
Basic personal and contact information
Filing status and dependent details
Income sources (W-2, 1099, self-employed, etc.)
Business or self-employment information (if applicable)
Credits, deductions, and tax-related life changes
Authorization to prepare and e-file your return
This information gives our tax professionals a clear picture of your tax situation before preparation begins.
Why the Intake Form Is Important
Completing the intake form allows Tax Maximo to:
✔ Prepare your return accurately from the start
✔ Identify eligible deductions and credits
✔ Ensure IRS compliance and due diligence
✔ Reduce processing time and back-and-forth
✔ Protect your personal and financial information
The more complete and accurate your intake form is, the smoother your tax preparation process will be.
Secure & Confidential
Your information is protected using secure systems and is only used for tax preparation purposes. Tax Maximo follows strict data security practices to safeguard your personal and financial data at every step.
What Happens After You Submit the Intake Form?
Review – A tax professional reviews your intake details
Document Upload – You’ll be guided on submitting required documents
Preparation – Your tax return is prepared with care and accuracy
Approval & Filing – You review, approve, and we e-file your return
Our Commitment to You
The Client Intake Form helps us provide:
✔ Faster turnaround times
✔ Fewer errors or missing details
✔ Personalized service tailored to your needs
✔ A stress-free tax experience
Ready to Get Started?
Completing your Client Intake Form is the first step toward a smooth and successful tax filing experience with Tax Maximo.
