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 remotely by phone, e-mail, or fax.

Here is how it works:

  • If completing in person:
    • I sit down with you and prepare your personal income tax return.
    • It usually takes 30-45 minutes (less time for simple returns and a little more time for first time clients with complex returns).
    • Upon completion, you will be provided with a hard copy of your tax return for your files.
  • If completing not in person (phone, fax, or e-mail):
    • All information can be provided by phone, fax, e-mail, drop-box, or secure link.
    • You will be provided with a copy of your tax return by e-mail or U.S. Mail.
  • From my home office I complete final processing and transmit your tax return to the IRS and California Franchise Tax Board.
  • I accept payment for services by cash, check, credit/debit card or it can be deducted from your refund if using Refund Advantage bank products (tax refund product fees apply).

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