For your tax preparation services you will need:
* A valid government-issued picture ID for yourself and your spouse
* The tax identification number of each person on your return (SSN or TIN)
* Your bank routing and account numbers for refunds or payments
* Last year's tax return
* Your tax documentation (W2s, 1099s, etc.)
* Documentation to assist with taking deductions or claiming credits
See the Resources section for additional information.
How to Upload Tax Docs using the MobileTax.Pro Guest Exchange
If you are a new client, use the portal Guest Exchange feature to get your documents to me quickly. You don't even have to wait for all of your documents to start, you can begin uploading them as they arrive!
Upload Tax Docs to Your MobileTax.Pro Portal Account
Uploading your documents to your existing MobileTax.Pro portal account is simple and secure. Using your cell phone or other mobile device to take pictures makes it even easier!
Understanding The MobileTax Pro Tax Organizer
When you work with MobileTax.Pro, I will provide you with an easy to use fillable pdf Tax Organizer that will allow you to identify all of the information and documentation I need to get you the highest refund or have the lowest tax liability. Working with MobileTax.Pro is simple, convenient, and last but not least, affordable!