Work income
- Employees with W-2 income
- Independent contractors
- Rideshare or delivery drivers
Personal Tax Services
Your tax return, prepared with clarity and organization.
We help individuals and families organize documents, review their situation, and prepare taxes with clear explanations, professional follow-up, and secure portal upload.
Clear explanationsSecure portalBilingual support
Who this is for
For taxpayers who want to know what they need before filing.
Every case is different. We review your situation so you can prepare the right information.
Family and household
- Families with children
- Homeowners
- Students or parents with education documents
Cases that need more order
- Marketplace Form 1095-A
- Income from more than one state
- Notices, corrections, or prior years
Common situations
We help turn scattered documents into an organized tax return.
W-2 and 1099
We review reported income so the tax file is complete.
Self-employment
We organize income, expenses, and records that may affect preparation.
Marketplace 1095-A
Marketplace health coverage may affect the tax return.
Dependents and credits
We explain what information is needed to review eligibility.
Education and home
We review relevant documents without promising automatic benefits.
Multiple states or notices
We clarify next steps when more than one state or tax notice is involved.
VIMAX process
Four steps to move forward without confusion.
Depending on your case, we may request additional documents or ask questions before filing.
Initial review
We understand your situation, income sources, household, and main documents.
Secure document upload
You upload files to the portal so everything stays organized in one place.
Preparation and clarification
We prepare the return and contact you if anything needs explanation.
Review, signature and filing
You review before authorizing. Filing happens only with your approval.
Secure portal
Your tax process should not depend on scattered messages.
The portal helps keep documents, pending items, messages, forms, and status in one place so you know what is missing and what has been received.
Access the PortalTax file
Secure uploadsPending checklistMessages and requestsForms and signaturesCase status
Practical checklist
Documents you may need.
The exact list depends on your situation. This guide helps you prepare without feeling like you need to know everything before starting.
Identity and household
- Photo ID
- Social Security or ITIN
- Dependent information
Income
- W-2
- 1099 forms
- Self-employment records
Health insurance
- Form 1095-A when applicable
Education
- Form 1098-T
- Student-loan interest documents when applicable
Home and property
- Form 1098
- Property-tax information when relevant
Business or self-employment
- Income records
- Expense records
- Mileage records
- Contractor forms
Why it matters
A professional review can reduce confusion before filing.
Reported income should be reconciled with your documents.
Marketplace insurance may affect the tax return.
Self-employment income requires clear income and expense records.
Filing status, dependents, and state rules may change the process.
Missing information may delay preparation or require clarification.
Important information
What you should know before starting.
Tax outcomes depend on each client's facts and documentation.
Credits, deductions, and tax positions are subject to eligibility.
VIMAX does not guarantee refunds or specific tax outcomes.
Additional fees may apply for complex returns, amendments, multiple states, or business schedules.
Final filing occurs only after client review and authorization.
FAQ
Common questions about personal taxes.
Schedule a consultation or create your portal. We review your situation and explain what documents may be needed.
Yes. The portal lets you upload documents securely and keep pending items organized.
Yes. VIMAX provides service in English and Spanish.
Yes. We review income, expenses, and available records to prepare your case with more order.
You should share it if you had Marketplace coverage. It may be needed to prepare the return correctly.
We can review multi-state cases. Complexity and cost may vary depending on your situation.
We can review the situation and explain what information is needed before moving forward.
It depends on case complexity, forms, states, schedules, and additional services. We explain before moving forward.
Next step
Ready to prepare your taxes with more clarity?
Let's talk about your situation and organize the next step before filing.
(678) 758-5436