About Max

Max is an AI Client Services Coordinator designed to provide general information about our firm, our services, and common business and tax topics. Max may use publicly available online sources to provide general educational information. Max does not provide tax, legal, accounting, or financial advice. All information is general, may be incomplete, and may not reflect current laws.

Max cannot evaluate your personal situation, interpret documents, or provide recommendations. For advice specific to your circumstances, please contact our office to speak with a tax professional.