Business Details
9 Years
experience
Trusted Accounting & Tax Services in Stevensville, MD
At Maxes Taxes, we specialize in transforming complex financial challenges into streamlined solutions for individuals, small businesses, and large enterprises. Founded by Maxine Whitelock, a Certified Public Accountant with over two decades of experience in accounting and finance, our firm combines deep industry expertise with a personalized approach to client service. Our team delivers tailored accounting, tax preparation, and financial planning services designed to grow with your needs while maintaining a focus on clarity and accessibility.We empower clients to prioritize their core business activities by offering 24/7 access to our online platform for real-time financial management. With a legacy built on resolving back tax issues, optimizing returns, and providing strategic financial guidance, we are committed to helping clients achieve long-term financial stability and success. Our veteran-owned firm emphasizes empathy and connection, ensuring every client receives customized support grounded in practical experience and professional integrity.
Services
Tax Planning
Bookkeeping
Financial Planning
Payroll Services
Estate Planning
Insurance Evaluation
Tax Issue Resolution
Details
- Year established: 2017
Highlights and features
- We offer 20+ years of accounting and finance expertise from industry veterans.
- Our personalized services adapt to your evolving financial needs.
- We provide 24/7 access to secure online financial management tools.
- Our team specializes in resolving complex back tax issues and audits.
- Veteran-owned firm combining technical mastery with empathetic client service.
Associations and certifications
- Certified Public Accountant
Services
Tax Planning
Our tax planning services optimize your financial position through strategic deductions, credits, and compliance strategies. We help individuals and businesses minimize liabilities while maximizing returns. Our expertise spans federal, state, and local tax regulations.
Bookkeeping
We maintain accurate, up-to-date financial records for businesses of all sizes. Our bookkeeping includes accounts payable/receivable management, payroll processing, and financial reporting. We implement accounting software tailored to your operational needs.
Financial Planning
Our financial planning covers retirement, estate, and investment strategies. We create customized roadmaps for individuals and businesses to achieve long-term financial goals. Services include budgeting, succession planning, and risk management.
Tax Issue Resolution
We resolve back tax issues, audits, and garnishments through proven negotiation strategies. Our team works with tax authorities to establish payment plans and reduce liabilities while protecting your financial interests.
Insurance Evaluation
We analyze personal and business insurance needs to ensure adequate coverage. Our evaluation includes policy reviews, risk management strategies, and recommendations for optimal protection against financial threats.
People
Maxine Whitelock
CEO | Certified Public Accountant
Maxine Whitelock is a University of Maryland graduate with 20+ years of accounting experience across major industries. As a Navy veteran and former corporate financial leader, she brings strategic expertise and personalized service to Maxes Taxes clients.
Kelly Medeiros
Office Manager
Kelly Medeiros oversees daily operations and client coordination at Maxes Taxes. With a focus on organizational efficiency, she ensures seamless service delivery and client communication for the firm's accounting and financial planning services.
Michelle Smith
Accounting Manager
Michelle Smith leads financial reporting and compliance initiatives at Maxes Taxes. Her expertise in corporate accounting and software implementation helps businesses maintain accurate records and streamline financial processes.
Carla Hill
Tax Support Specialist
Carla Hill provides specialized assistance with tax preparation and documentation. Her attention to detail ensures accurate filings and compliance with evolving tax regulations for both individual and business clients.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, and accounting software implementation tailored to small business needs.
How do you help with tax debt or IRS audits?
Our team negotiates payment plans, reduces liabilities, and represents clients during audits to resolve back tax issues effectively.
Can I access my financial records online?
Yes, we offer 24/7 access to secure online platforms for real-time financial management and document sharing.
What makes your financial planning services unique?
Our personalized approach combines retirement, estate, and investment planning with risk management strategies for comprehensive wealth growth.
Are you experienced with complex tax situations?
Yes, we specialize in multi-jurisdictional tax compliance, business restructuring, and optimizing returns for high-net-worth individuals.
