What You Will Need

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

Working with MobileTax.pro? Get started with this Tax Organizer that will guide you through collecting they information you'll need to have your tax return completed.

2020 Tax Organizer (pdf)

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Uploading Your documentation to MobileTax.Pro

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!

Client Portal

Upload Your Documents to Start The Virtual Tax Preparation Process.

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3 Years of Audit Assistance

1 Full Year of ID Theft Restoration

1 Full Year of ID Theft Restoration

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