Keep more of what you earn
Your situation is more complex than a software questionnaire can handle.
- W-2, stock options & RSUs
- Real estate & investment tax
- Life changes — house, kids, marriage
- Maximize deductions & refunds
Alpharetta · Roswell · Milton, GA · Tax Year 2026–2027
Stop overpaying taxes.
Stop overpaying taxes.
Start building your wealth.
Expert tax strategy and filing for 9-to-5 professionals, families, and business owners.
You work hard for your paycheck — you shouldn’t hand over more than your fair share or stress over tax season. Whether you’re navigating complex W-2 benefits, stock options and investments, or managing a growing business, we pair modern technology with hands-on CPA expertise to maximize your savings and keep you compliant.
No once-a-year vanishing act. No confusing jargon. Just clear numbers, proactive advice, and a partner dedicated to helping you keep more of what you earn.
Two kinds of clients. One standard of care.
Tell us which sounds like you — we’ll take it from there.
Protect your profit, year-round
Strategy that works on your business, not just on your return.
- Entity selection & S-Corps
- Year-round tax strategy
- Profit & revenue protection
- Clean books & compliance
25+Years combined CPA experience
1–3 wksFastest e-file refund window
4Guided intake tracks
365Days of advisory access
Notice regarding linked forms and personal data collection
Some links on this page open basic HTML forms designed to help you organize and complete the information we need. Please read the following carefully:
No data is submitted online. These forms do not transmit any information to a server or database.
Purpose: the forms exist purely for your convenience — a clear, structured view of the fields you need to complete.
Next steps: fill in the form, then use Verify & Save as PDF or Print to save it as a PDF, and attach the finished document to your email reply.
Questions while completing a form? Reach out and we will walk you through it.
Client Intake
Choose the form that fits your situation
Each form includes guided fields, live validation, draft saving on your device and one-click PDF export.
New
New Client Intake
First time with us? Provide household, income and dependent details so we can prepare an accurate return from the start.
Get startedReturning Clients
Already a client? Confirm what changed this year — address, dependents, banking and licence details.
ContinueCorporate Tax Intake
For S-Corporations and C-Corporations: entity details, ownership, financials and the IRS worksheets we need.
Get startedEngagement Agreement
Review the 2026 engagement terms, scope, fee structure and sign digitally before we begin work.
Review & sign
What We Do
Complete tax services, business and personal
One team for your returns, your books and your forward planning.
Individual & Business Returns
Federal and Georgia filings for 1040, 1120, 1120-S and 1065 — prepared with due professional care and reviewed before e-file.
Bookkeeping & Payroll
General ledger review, QuickBooks support, payroll filings (940/941 and state) and sales & use tax returns kept on schedule.
Tax Planning & Advisory
Quarterly estimates, entity structure reviews, depreciation strategy and year-end moves that keep more money in the business.
Resources & Documents
Everything you need, clearly laid out
Reference material and firm information, ready when you are.
Tax Preparation Checklists
Uniform, printable checklists for Individual (1040), Partnership (1065) and S Corporation (1120-S) filings — see exactly what to gather.
Open checklistsAbout Us
Our story, mission and the credentials behind the practice — plus how we differ from traditional firms.
Learn more2026 Tax Year Newsletter
Bonus depreciation, deadline changes, adjusted brackets and credits — the year's key updates in one read.
View updatesRefund Schedule
Estimated 2027 refund delivery windows by filing method, plus the 2027 acceptance-to-deposit calendar.
View schedule
Where We Work
Proudly serving Alpharetta, Roswell & Milton, GA
Based in the North Fulton / Alpharetta corridor — meeting locally by appointment, or remotely wherever you are.
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Alpharetta, GA Home base
Our primary service area — individual, S-Corp and C-Corp filings for the Alpharetta business community.
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Roswell, GA
Full tax preparation, bookkeeping and planning for Roswell households and small businesses.
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Milton, GA
Serving Milton’s growing community of entrepreneurs, families and professional practices.
By appointment. We meet clients across Alpharetta, Roswell and Milton — and virtually via phone, email or secure file share. Call (678) 410-9417 to arrange a time.
North Fulton County, Georgia
Open in Maps
Get In Touch
Talk to the ACH Management Team
Form completed? Email it over and we will take it from there.
Fax
Prefer to send documents by fax?
(404) 479-2442
ACH Management Group, LLC
The ACH Management Team
- (678) 410-9417
- (404) 479-2442
- maxtaxreturns@gmail.com
Common Questions
Form help & quick answers
Is my form data uploaded anywhere?
No. Every form on this site runs entirely in your browser. Nothing is posted to a server or database. When you finish, use Verify & Save as PDF (or Print) and email the file to us yourself.
Which form should I complete?
First-time individual clients should use the New Client Intake Form. Existing clients use Returning Clients. S-Corps and C-Corps use the Corporate Tax Intake Form. Everyone should also review the Engagement Agreement.
Can I save a form and finish it later?
Yes. On the longer forms you will find Save Draft, Restore Draft and Clear Draft buttons. Drafts are stored only in this browser on this device — they are never transmitted.
How do I get the fastest refund?
E-file with direct deposit is consistently the fastest route — typically 1–3 weeks from IRS acceptance. See the full 2026/2027 refund schedule. Remember: the IRS issues refunds, not ACH Management.
What documents should I gather first?
Last year's federal and state returns, photo ID, Social Security cards for everyone on the return, income statements (W-2s, 1099s, K-1s), and Form 1095-A if anyone in the household had Marketplace coverage.
Ready when you are.
Pick your intake form, complete it at your own pace, and send the PDF across. We will confirm receipt and outline next steps.