Mobile Tax Service

We cater to our clients by providing a mobile tax service to those clients that are busy dealing with life everyday task.

Here is how it works:

• If completing tax retun in person:
• An advisor will sit with you and prepare your personal income tax return at a designated location or my home office.
• Most returns normally take about 25-45 minutes to complete (less time for simple returns and a little more time for first time clients with complext returns).
• Upon completion, you will be provided with an electronic or hard copy of your tax return for your files and we will be able to submit return in your presence.
• If completing tax return remotely by mobile app, e-mail, fax, and secure file sharing:
• All information can be provided by phone, fax, e-mail or by secure link (Cloud based application).
• You will be provided with a copy of your tax return by e-mail or by Cloud
• From my home office we complete final processing and transmit your tax return to the IRS and respective States.
• We accept payment for services by cash, check, credit/debit, or it can be deducted from your refund if using Refund Advantage bank products (tax refund product fees apply).

Advantage of using our mobile app:

• Your tax return is complete in the comfort of your own home
• You don't have to travel anywhere
• Tax advisors are available to assist you after hours
• You don't have to worry about leaving work early to get your tax return prepared