Business Details
9 Years
experience
Your Trusted Accounting Partner in Stevensville, MD
Maxes Taxes is a full-service accounting and financial planning firm dedicated to simplifying complex financial matters for individuals and businesses. Founded by Maxine Whitelock, a Certified Public Accountant with over two decades of experience in accounting and finance, our team provides tailored solutions to address tax preparation, bookkeeping, and strategic financial planning. We leverage deep industry expertise to resolve back tax issues, optimize returns, and minimize liabilities while prioritizing personalized service and client education.Our commitment to accessibility is reflected in 24/7 online platform availability, ensuring clients maintain control over their financial information. With a focus on empathy and results-driven strategies, we empower clients to achieve long-term financial stability and success.
Services
Tax Planning
Bookkeeping
Financial Planning
Insurance Evaluation
Payroll Services
Estate Planning
Investment Analysis
Rental Property Tax
Succession Planning
Tax Education
Details
- Year established: 2017
Highlights and features
- We offer 24/7 access to secure financial management platforms.
- Our team includes a CPA with 20+ years in corporate accounting.
- Personalized service tailored to individual and business needs.
- Proven expertise resolving complex tax audits and garnishments.
- Military veteran-led firm with industry-specific financial insights.
Associations and certifications
- Certified Public Accountants (CPA)
Services
Tax Planning & Preparation
Our tax planning and preparation service helps individuals and businesses optimize their tax positions while ensuring compliance with federal and state regulations. We develop strategic approaches to minimize liabilities, maximize refunds, and implement year-round tax-saving strategies tailored to your financial situation. The service includes e-filing capabilities and specialized support for resolving back tax issues through audit representation and garnishment resolution.
Bookkeeping & Accounting
We provide comprehensive bookkeeping and accounting solutions including payroll processing, financial statement preparation, and accounting software implementation. Our services ensure accurate financial records through systematic tracking of income, expenses, and tax obligations. We support businesses with federal and state payroll filings, budgeting assistance, and forecasting tools to maintain financial health and regulatory compliance across various industries.
Financial Planning
Our financial planning service covers retirement fund establishment, investment planning, and estate planning with tax-efficient strategies. We help clients create personalized roadmaps for long-term financial security through retirement account optimization, succession planning for businesses, and real estate tax analysis. The service integrates insurance evaluation to protect assets while aligning with individual financial goals and risk tolerance levels.
Insurance Evaluation
We conduct thorough insurance evaluations for both personal and business needs, analyzing existing coverage and identifying protection gaps. Our service includes policy reviews for homeowners, auto, life insurance, and commercial liability coverage. We help clients understand policy terms, optimize premiums, and implement risk management strategies that align with their financial plans while ensuring adequate protection against potential liabilities.
Payroll Services
Our payroll services manage complete payroll processing including federal and state tax filings, wage reporting, and compliance documentation. We handle payroll tax calculations, direct deposit processing, and year-end W-2/1099 preparation while ensuring adherence to changing tax regulations. The service integrates with accounting systems for seamless financial tracking and offers customized reporting tools to help businesses maintain accurate payroll records.
People
Maxine Whitelock
CEO | Certified Public Accountant
Maxine Whitelock, CPA, is a University of Maryland graduate and U.S. Navy veteran with 20+ years of accounting experience across major industries. She founded Maxes Taxes to provide personalized financial solutions, leveraging her corporate background in global computing and bio-defense sectors to help clients achieve financial freedom through strategic tax and accounting services.
Kelly Medeiros
Office Manager
Kelly Medeiros oversees daily operations and client coordination at Maxes Taxes, ensuring efficient service delivery and organizational excellence. With extensive experience in office administration and client relations, she plays a critical role in maintaining the firm's operational efficiency and client satisfaction standards.
Michelle Smith
Accounting Manager
Michelle Smith manages accounting operations and team coordination at Maxes Taxes, bringing expertise in financial reporting and process optimization. Her background in corporate accounting ensures high-quality service delivery while mentoring staff on best practices for client financial management.
Carla Hill
Tax Support Specialist
Carla Hill provides specialized tax preparation and compliance support at Maxes Taxes, focusing on accurate return processing and client documentation. Her technical proficiency in tax regulations ensures clients receive precise filings while maintaining compliance with evolving tax requirements.
Questions
What accounting services does Maxes Taxes offer?
We provide tax planning, bookkeeping, financial planning, payroll processing, estate planning, and insurance evaluation services for individuals and businesses.
How can Maxes Taxes help with tax issues?
Our team resolves back tax problems including audits, garnishments, and estimated tax payment planning using proven compliance strategies.
Do you serve both individuals and businesses?
Yes, we offer customized financial solutions for personal tax needs and enterprise-level accounting requirements.
What makes Maxes Taxes different from other firms?
Our CPA-led team combines corporate accounting experience with personalized service, including 24/7 digital access to financial records.
