Bill founded Tax Refund Services in 1995 and acquired Tax Max in 2006 to become the largest tax preparation company in the United States to focus solely on the car dealer customer. In June of 2019, Tax Max partnered with the Autotrader BHPH Center to help dealers generate leads and leads speciÿc to consumers wanting to use the tax refund or future tax refund to purchase a vehicle. In 2020, Tax Max created the “File & Drive” Sales event where the customer ÿles directly with Tax Max and the dealer no longer does any of the work. And NEW for 2025, Tax Max is launching our Tax Season Consulting Groups, where we will help your tax season program from November to March. Tax Max has processed over 1 MILLION returns and Bill’s 31 years of experience in the automotive industry ranges from annual face to face interaction with the customer to participation in a number of state, regional, and national automotive and BHPH associations and trade groups.

Each year, the Tax Max program generates $100 to $200 MILLION in tax refund checks for their dealerships to disperse to their customers. Tax Max dealers operate under one simple concept: by being the company to hand the customer the tax refund dollars, they are in the best position to be the ÿrst place the tax refund money is spent every year.

To be brief, Tax Max gives the dealer the ability to convert a paystub and/or a W2 into a down payment using various programs to maximize tax season such as our 1st quarter “File and Drive Program”, 4th quarter program which allows you to sell cars starting in October, collections, repairs, and their new all-year-round program – Tax Season 365.