OUR STORY

Built on Purpose. Driven by People.

Fiscus Max was founded to close the gap between the financial strategies available to the wealthy and the working families who need them most.

WHY WE EXIST

This Is What We Were Built For

“

Jadah Williams was prepared to be grateful for $1,097. That's what this single mother expected when she came to us during tax season — the same small refund she had gotten for years. Enough to catch up on a bill or two, maybe put something aside.

We found $6,733 in her return. Proper business deductions. Optimized credits she qualified for but never claimed. An extra $5,636 that changed everything.

She didn't pocket the money. She invested it. Credit repair. A reliable vehicle. A plan. Two years later, she is preparing to buy her first home.

This is what Fiscus Max was built for: turning tax season from a once-a-year formality into a wealth-building moment that compounds for years.

HOW WE STARTED

We Saw the Gap and Decided to Fill It

Fiscus Max was born out of firsthand experience. Our co-founders met while working at another tax firm, and what they saw troubled them. Clients were being rushed through a process they didn't understand, treated like a number rather than a family with a future. They knew there was a better way to do this.

So they built it. Starting in Dallas, Texas, Fiscus Max was designed from the ground up to be different — more intentional, more educational, and more focused on empowering clients to find independence through financial knowledge. The idea was simple: no family should be left behind because of a lack of information or access.

What began as a local mission has grown into a nationwide practice. We serve working families, single parents, and small business owners across the country, fully remotely, with the same standard of personalized care on Day 1 and Day 1,000.

WHAT DRIVES US

More Than a Tax Firm

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Our mission is to make financial education accessible to get ahead of the financial crisis, not wait for it.

Most school systems stopped teaching financial literacy in the 1980s. Entire generations have navigated credit, taxes, and wealth-building without a foundation. Families work tirelessly yet remain financially vulnerable, not from lack of effort, but from lack of access.

Fiscus Max exists to change that. While tax strategy is at the heart of what we do, our work extends far beyond April 15. We are building year-round programming, community workshops, and financial education tools that serve the communities that need it most but can least afford traditional advisory services.

Our vision is to be the trusted financial partner that guides every client from their first refund to their first home, first investment, and first family trust, proving that financial freedom is within reach when someone cares enough to teach.

THE FISCUS MAX DIFFERENCE

We're Not Your Average Tax Office

We Speak the Language of Money

No jargon. No confusion. We translate complex tax law into clear, actionable guidance so you leave every consultation more informed and more confident than when you arrived.

Preparation and Resolution, Under One Roof

Most tax firms do one or the other. We do both. Whether you need to file, resolve a balance with the IRS, or plan strategically for the year ahead, our team handles it all without passing you between offices.

Built for Working Families First

We don't serve everyone the same way because everyone's situation isn't the same. Our services are designed around the real financial lives of working families, independent contractors, and small business owners.

Accessible and Affordable by Design

Professional tax guidance shouldn't require a corporate budget. We've structured our services to be accessible to the families who need them most, with transparent pricing and no surprise fees.

THE PEOPLE BEHIND YOUR PEACE OF MIND

Meet the Team

Fiscus Max is a women-owned tax and financial services company built by professionals who chose to lead with purpose. Our team brings together expertise in tax preparation, resolution, operations, and client care, all united by a commitment to the families we serve. We work fully remotely, serving clients across the nation with the same level of care and attention you'd expect from your most trusted advisor.

Keelyn Givens

CEO / Co-Founder

Chelsea Leggett

People & Insurance Director / Co-Founder

Grant Wallace

Brand Operations Director

Ebony Caffey

Fiscus Max Certified Tax Preparer

500+

FAMILIES SERVED NATIONWIDE

WHERE WE'RE GOING

From Dallas to Everywhere You Are

Fiscus Max has grown from a seasonal tax business in Dallas into a year-round financial services practice serving clients nationwide. We are actively expanding our reach, building workshop programming for students and families, upgrading our virtual coaching capabilities, and developing tools that extend our impact well beyond tax season.

We intentionally limit the number of tax preparers per region to ensure every client receives focused, high-quality attention. As we grow, that standard doesn't waver. Every family we serve brings us closer to the future we're building, one return, one resolution, one financial plan at a time.

OUR CREDENTIALS

Qualified, Authorized and Accountable

When you trust someone with your taxes and your family's financial future, credentials matter. Here's what we bring to the table.

IRS Authorized Preparers

Every tax professional at Fiscus Max holds an active PTIN issued directly by the IRS. We are federally recognized and legally authorized to prepare and file your return.

Tax Resolution Specialists

Our resolution team is trained to negotiate directly with the IRS on your behalf, including Offers in Compromise, Installment Agreements, Penalty Abatements, and Currently Not Collectible status.

Your Information Is Safe

All documents are handled through secure, encrypted channels. We never share your information and comply fully with IRS data security standards.

OUR PROMISE

Honest Help. Every Time.

If we can't help you, we'll tell you and point you somewhere that can. No judgment, no pressure, no fine print. Just an honest conversation about your situation and what's actually possible for your family.

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