Thank you for helping make the past 31 tax seasons a success. Maximum Return truly appreciates your continued business and looks forward to assisting you again for the 2027 tax season. Please review the important appointment reminders below so you can arrive prepared.

Tax Preparation Fees

We carefully evaluated our 2027 budget to set tax preparation fees. Our fees account for increased operational costs - such as rising insurance, technology and hardware, data security, regulatory and licensing fees and dedicated staff.  For most clients, tax preparation fees will increase by approximately 25%.

 Payment Options

We no longer accept ACH payments. You may pay by cash, check, or credit/debit card. A 3% convenience fee applies to all credit and debit card transactions.

 Required Tax Information Sheet

All clients must complete the Tax Information Sheet when they arrive for their appointment.

 Schedule Early

If you do not already have an appointment, please schedule one as soon as possible. The 2027 schedule is filling up quickly, and availability is limited.

New For 2026

Beginning with the 2026 tax year, if you don’t claim itemized deductions on your tax return – that is, you opt to take the Standard Deduction instead – you can deduct up to $1,000 of cash contributions to charitable, religious, educational, scientific, literary, and certain other eligible organizations (up to $2,000 for married couples filing a joint return).

Tips For a Successful Tax Appointment

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Tips For a Successful Tax Appointment 〰️

  • Be prepared and have all of your tax documents with you when you arrive.

  • Not sure what to bring? Review the Tax Prep Checklist for a list of documents you may need.

  • Arrive early if you need to use our printer to print tax documents from your phone.

  • Refunds are now required to be deposited into your bank account, so please have valid routing and account numbers on hand.

  • If it is more convenient, both spouses are not required to attend the appointment.

  • Because children can be distracting in a small office, please have a plan to monitor your children or consider leaving them home with a babysitter.

If you have questions, please text the office – we are here to help!