Maxx Taxx, LLC is managed by partners with strong ties to the bay area. We offer carefully researched, relevant advice to meet your financial and accounting needs. Our clients come to us from a wide range of industries, backgrounds and company sizes.
Our philosophy: Quality, experience, commitment and the clients' trust form the foundation of our success.
Our main skills:
Federal and state tax
Lisa joins Maxx Taxx as a partner with her husband Dustin. She has over 20 years’ experience in the medical field holding such positions as clinical assistant, office manager, patient services manager, revenue cycle management, business office senior team lead and the like. She holds a BS in allied health business management and is a registered and authorized tax preparer with the IRS. Additionally, she holds certificates of completion with the accredited, National Tax Training School and is state licensed through CTEC. Lisa’s extensive experience with revenue cycle management and financial accountability for millions of dollars in gross revenue annually have set her up for success in her new role alongside her husband.
Dustin and Lisa have four girls collectively and both enjoy spending time with them; whether it’s watching movies, family game night or an outdoor adventure. Lisa enjoys traveling, the culinary experience and wine tasting throughout Northern California.
Dustin has been a licensed real estate agent since 1996, servicing clients throughout California. He is very passionate about educating individuals regarding their financial status. He has provided classes on how to read credit reports, balance check books, the importance of investing your assets and the like. His goal has always been to educate clients regarding the benefits of home/property ownership, as well as assisting clients to ensure they receive the maximum tax credits available to them.
When the real estate market began its dramatic change several years ago, he realized many of his clients had questions regarding their taxes. It was during this time that Maxx Taxx was created; to further assist his client’s needs. Dustin is a registered and authorized tax preparer with the IRS and holds certificates of completion with the accredited, National Tax Training School and is state licensed through CTEC. His extensive experience with real estate; buying, selling, short and long term investment property and financial planning prove to be valuable tools in securing the success of his company.
As an actively licensed real estate agent, Dustin still finds time to assist clients with their property needs. As Maxx Taxx, LLC continues to grow, he is developing more financial education classes to host in the future.
Call us with any questions or to schedule an appointment.
Real Estate Line: 925.336.4778
Professional Tax Services
Maxx Taxx, LLC
2985 Renzo Lane Suite L
Patterson, CA 95363