
Tax Preparation Checklist Tax Preparation
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Before you start to prepare your income tax return, check out the following checklist
I HAVE PREPARED PERSONAL TAX RETURNS, SALES AND LOCAL TAX RETURNS, AND DOCUMENTS TO SETUP BUSINESSES. ALSO HAVE PREPARED BID DOCUMENTS FOR FEDERAL, STATE AND LOCAL GOVERNMENT CONSTRUCTION CONTRACTING.
THE PEOPLE I WORK WITH TO RESOLVE THE UNPLEASANTNESS OF TAXATION.
I AM GLAD TO SERVE AND HELP OTHERS, WITHOUT CHARGING AN ARM AND A LEG!!!
In this crazy today’s world, I wanted to say that I am legit!!! My business is preparing tax returns and bookkeeping on-line nationwide. I am in Seattle and have performed services for many people in many states.
You may not be aware of the level of IRS scrutiny and examination that the IRS performs on everyone, before authorizing a person such as myself, to be able to e-file your tax return. I was fingerprinted, my background examined with a clean record, current on taxes, credit check, and other things. I also had to be screened to perform New York State and New York City tax returns to receive an e-file PIN. NY has its own requirements.
I, Phillip Lee Maxfield, am legit. I perform tax and bookkeeping services under my business name, Tax By Max. I have used a variety of sources to obtain leads for persons needing tax and bookkeeping services. BARK is one such service and to obtain your name, email address and phone number, the cost is as low as $16 and as high as $84. BARK seems to be arbitrary at setting the price of a referral.
My request is that you place your trust in me to treat your personal information as highly confidential and secure, and that I will accurately prepare your tax return so that you pay as little as possible and take advantage of all the tax credits and deductions available.
Thanks for your consideration and understanding in attempting to gain your trust!!!
Max
Tax By Max
253-653-8170
In this crazy today’s world, I wanted to say that I am legit!!! My business is preparing tax returns and bookkeeping on-line nationwide. I am in Seattle and have performed services for many people in many states.
You may not be aware of the level of IRS scrutiny and examination that the IRS performs on everyone, before authorizing a person such as myself, to be able to e-file your tax return. I was fingerprinted, my background examined with a clean record, current on taxes, credit check, and other things. I also had to be screened to perform New York State and New York City tax returns to receive an e-file PIN. NY has its own requirements.
I, Phillip Lee Maxfield, am legit. I perform tax and bookkeeping services under my business name, Tax By Max. I have used a variety of sources to obtain leads for persons needing tax and bookkeeping services. BARK is one such service and to obtain your name, email address and phone number, the cost is as low as $16 and as high as $84. BARK seems to be arbitrary at setting the price of a referral.
My request is that you place your trust in me to treat your personal information as highly confidential and secure, and that I will accurately prepare your tax return so that you pay as little as possible and take advantage of all the tax credits and deductions available.
Thanks for your consideration and understanding in attempting to gain your trust!!!
Max
Tax By Max
253-653-8170
based on 177,928 reviews
This is my second year working with Stef and he's been the most responsive professional I've worked with. He has done everything right the first time for my multi-state tax returns. Highly recommend working with Stef.
10 Apr 2025
Working with Kevin from Phlotic was such a pleasure! I had to file my late mother's final tax return, which is an emotional task, and I had been dreading it. When I finally reached out to find a professional I was worried it was late in the tax season to find someone willing to take me on. Kevin was so responsive to my Thumbtack inquiry that he immediately called me, and assured me this was doable. He provided the Phlotic portal to submit and track documents, and even with a delay on my end of finding one last missing form, he was able to process the final return immediately! It took a huge weight off of my shoulder and I felt so comfortable and supported all along. I wasn't sure what working with an out of (my) state tax preparer would be like, but thanks to his fantastic service I am likely to return next year for our own family's tax preparation as well!
09 Apr 2025
This is my second time working with Steph. He is diligent, professional, and works quickly. Even though we are in different states, working with Steph has been easy and, very importantly, pleasant to communicate with.
09 Apr 2025