TAXIMUM PROBOOKS SOLUTION
MAXIMIZING YOUR RETURNS & SIMPLIFYING YOUR BOOKS
WHY FILE WITH US
*Safe & Secure Filing: Data protected with bank level encryption & 2-factor authentication
*Accuracy Guaranteed: Every return is double checked for highest return
*Fast Results: Most returns are completed in minutes, not days!
*100% Virtual Convenience: Just upload your docs & relax — we handle the rest
*Listed on the IRS Tax Preparer Directory Page
*Avoid the big chains: File from the comfort of your own home
HOW IT WORKS
*Scan the QR Code or Visit our Website
*Create your free account with two-factor authentication (2FA) for top-level security
*Upload Your Tax Docs: W-2s, 1099, IDs
*Just scan or snap a photo & upload securely to our portal
*Sit Back & Relax, we’ll take it from here — if we need anything else, we’ll contact you right away
*Your Return is Ready in Minutes! Review & e-sign your return from the comfort of your home
Frequently Asked Questions
Find answers to common inquiries about our financial consulting services.
What Services Do Financial Consultants Provide?
• Virtual tax preparation for individuals and businesses
• Multi-state tax filing in all 50 states
• Bookkeeping and monthly financial organization
• Year-end business support and cleanup
• IRS transcript review and correction
• Financial literacy coaching
• Document scanning and secure portal submission
Do you serve clients outside of Massachusetts?
Yes, we operate in all 50 states
How quickly can you complete my return?
Most returns are completed within 24–72 hours once all documents are submitted
Can I file my taxes even if my documents aren’t organized?
Yes. Upload what you have we help organize and guide you
What documents do I need to get started?
• W-2s, 1099s, 1098s
• Driver’s license
• Business income/expense totals
• Dependents’ information
• Prior-year tax return
• Deduction receipts
Are my documents safe and secure?
Your information is protected through encrypted, bank level security in our client portal
Do you handle small business taxes?
Yes, including LLCs, sole proprietors, contractors, beauty/barber professionals, consultants,
and real-estate investors
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