
Bill Neylan, President & CEO
Bill Neylan 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 has partnered with the Autotrader BHPH Center to help dealers generate leads and leads specific 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 files 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 first 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.
Breakout Session Presenter
- Every dealership believes their team is handling calls the right way.
- They believe customers are being greeted properly.
- They believe contact information is being captured.
- They believe appointments are being asked for.
- They believe risky conversations are being avoided.
- They believe the process is happening.
But belief is not the same as proof.
In this fast-paced, interactive session, we’ll take a closer look at the everyday phone conversations happening inside dealerships and reveal how quickly small misses can turn into lost opportunities, poor customer experiences, and serious compliance concerns.
With real-world scenarios, unexpected twists, and a casino-style challenge, this session will make you question what you think you know about your team’s phone performance.
Before you place your bet, ask yourself one question: Would you put money on your dealership’s calls?
Breakout Session Presenter
Q4 Marketing & Promotion Review
Retail and BHPH Dealers, come visit the TaxMax “Create Your Own” table and sit with us to CREATE YOUR OWN tax season plan. We will share best practices in Sales, Collections, Training, Advertising, Employee Buy-In, Incentive Plans for your staff, Incentives for your customers. Tax refunds are expected to be significant this year—are you ready to take advantage of the opportunity?

