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.
Arizona April 15 * Hawaii April 22
Idaho April 15 * Indiana April 15
Iowa April 30 * Kansas April 15
Maryland * July 15 Michigan April 15
Mississippi April 15 * Missouri April 15
New Jersey April 15 * Ohio April 15
Oklahoma April 20
Rhode Island April 15
South Dakota April 15
Alabama * Arkansas * California
Colorado * Connecticut * Delaware
Dist. Of Columbia * Georgia * Kentucky
Illinois * Louisana * Maine
Massachusetts * Minnesota * Montana
Nebraska * New Mexico * New York
North Carolina * North Dakota
Oregon * Pennsylvania * South Carolina
Utah * Vermont * Virginia
West Virginia * Wisconsin
Alaska * Florida * Nevada * New Hampshire * South Dakota * Tennessee * Texas * Washington * Wyoming
Special Federal Income Tax Due Date for Louisana, Oklahoma, and Texas taxpayers affected by the February winter storms is June 15, 2021.
How to Upload Your Documents
Uploading your documents to your existing MobileTax.Pro portal account is simple and secure. Use your computer and scanner OR to make it super easy, take pictures with your cellphone or other mobile devices!
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!
After your Tax Return Review I will send you the documents I need to eFile your tax return. Here is a quick run through on your part of that process.
There's a couple oops in the video, but I think you'll get my meaning :)
Order your past 3 years' tax returns (2018, 2019, 2020) from MobileTax.Pro. The fee is $5 per year and includes Federal and all State returns. Tax returns will be uploaded into the client portal and will expire after 7 days.
Order a copy of the Tax Returns you filed using Form 4506. Tax returns are available for up to 7 years from filing. The current fee is $43 for each year or period. It can take up to 75 days to process, plus mailing time.
Order your Tax Return Transcripts for up to 10 years. The IRS, at no charge, provides a transcript of your prior years' accepted returns. A transcript is just a summary of the information on your accepted tax returns.