CPA & MST
Maxey Tax, PLLC
I’m a CPA and U.S. Marine Corps veteran with over 15 years of experience in complex tax matters, specializing in indirect tax for Fortune 500 companies, municipalities, and private clients. Over the years, I’ve managed multi‑jurisdictional compliance, resolved high‑stakes audits, and implemented tax technology solutions that save time and reduce risk. I recently expanded my practice to focus on income tax for individuals and small businesses, bringing the same precision, responsiveness, and strategic thinking that defined my indirect tax work. Through my firm, Maxey Tax, I offer a fully digital, secure, and client‑friendly experience, handling everything from annual filings to IRS representation. I’m looking to connect with fellow tax professionals who have clients they’d like to transition, knowing they’ll be in capable, attentive hands. My goal is to make those hand‑offs seamless, protect your client relationships, and ensure they continue to receive the highest level of service.
I’m looking to take on complex Form 1040 engagements and straightforward Form 1120S and 1065 filings, with a focus on high‑net‑worth individuals, real estate professionals, investors, and small business owners. I’m also open to select indirect tax projects where my background in multi‑jurisdictional compliance and audit defense can add value.
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