What Is Mobile Tax Service?

A mobile tax service is a client customized personal approach to income tax preparation.  I meet with you at your location of convenience within San Diego County.  Most of my appointments are conducted on weekday evenings and weekend afternoons/evenings.  If you reside out of the area, or it is more convenient to not meet in person, tax preparation can be completed by phone, e-mail, or fax.

Here is how it works:

  • I sit down with you and prepare your personal income tax return (usually takes 30-45 minutes – less time for simple returns and a little more time for first time clients with complex returns (or coordinate information via phone, fax or e-mail).
  • I return to my home office for final processing and transmission to the IRS and California Franchise Tax Board
  • After your return is accepted (within 24-48 hours), I provide you with a copy for your files (electronic copy by e-mail or hardcopy by U.S. Mail).
  • I accept payment for services by cash, check, credit/debit card or it can be deducted from your refund if using bank rapid refund products

Advantages of meeting with you at your personal residence:

  • Your tax return is completed in the comfort of your own home
  • You don’t have to worry about forgetting documentation at home for your tax appointment – you are already there
  • No child care

Our Services

  • Prepare

  • Returns

  • Help

  • Offer in Compromise

  • Tax Refunds

  • Tax Relief

  • Settlements