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Tax Services FAQ

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Who is Tax Max?

Tax Max is a National Tax Preparation company with an A+ Better Business Bureau rating specializing in partnering with insurance companies to allow their customers to file their income tax return.

What are the benefits of using Tax Max?

There are several benefits for preparing your taxes with Tax Max:

  • Same Day Tax Advance (up to $6,000)
  • Fast and easy process
  • Free accuracy guarantee
  • Free audit
  • Assistance
  • Open all year round
What is the Tax Preparation Process?

The process is fast and easy. Here’s how our tax preparation and refund process works:

  • Provide your driver’s license, all W-2 or 1099 forms, and social security card
  • Our agent will enter your information into the Tax Max online system
  • Review your refund information and select your funding option
  • Submit your paperwork and receive an unopened envelope with your debit card
  • You can monitor your tax refund at or by calling 866-730-2274
  • When your refunds are available, the funds will be deposited to your debit card
When Can I Expect My Refund?

Once funds are available, the will be deposited into de debit card that you received when your tax return was processed. The IRS will generally issue refunds 7-21 days after February 15, 2021.

How Does the Tax Advance Work?

If you are eligible for a tax advance, you could receive up to $6,000 within 24 hours. Refunds will be issued to a debit card provided to you when your paperwork has been processed.

How Can I Check the Status of My Federal Refund?

Call 866-730-2274 and follow the prompts for text alerts about your refund.

You can also monitor your tax refund 24/7 online for free by taking these steps:

  1. Visit
  2. Log in using your SSN and date of birth
How Can I Check the Status of My State Refund?

Your state return will be filed within 72 hours from your federal return being accepted by the IRS. In the meantime, you can:

  1. Verify the address shown on the state return
  2. Review the state return
  3. Advise TRS Tax Max via the “Contact Us” option on regarding any required changes to your state return
How Will Receive My State Refund?

Taxpayers with a state refund of $13 or more can expect to receive their state refund delivered via the same method as their federal refund. Any state refund(s) under $12 will be mailed directly from the taxpayer’s state department of revenue via USPS to the same address on the federal return.

Where Can I Get My Tax Return Copy?

Beginning January 20th, visit and log in. It should take 24-48 hours for your return to appear. To print a FREE copy of your federal and state tax return, simply click the provided link on the page and you have instant access to your tax return!