Forms and Documentation


Click the buttons below to complete your information electronically. These forms are needed to begin your tax preparation process. Please note that each year you will be asked to complete/update these forms.

Use the Tax Organizer to assist you with all the required documentation that we need.

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Get in Touch With Us

Call us with any questions or to schedule an appointment.



209.892.TAXX (8299) 




Real Estate Line: 310.910.5940


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Our address

Maxx Taxx, LLC

2985 Renzo Lane Suite L

Patterson, CA 95363

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