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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 - Fillable (pdf)

Download

Where's My Refund?

Federal

Georgia to Kentucky

Alabama - D.C.

Income Tax Refund - Where's My Refund

Stimulus - Get My Payment

Alabama - D.C.

Georgia to Kentucky

Alabama - D.C.

 Alabama *  Arizona *  Arkansas 

 California *  Colorado *  Connecticut 

 Delaware *  D.C. 

Georgia to Kentucky

Georgia to Kentucky

Louisiana to Montana

 Georgia *  Hawaii *  Idaho 

 Illinois *  Indiana *  Iowa 

  Kansas *  Kentucky 

Louisiana to Montana

Pennsylvania to Wisconsin

Louisiana to Montana

Louisiana *  Maine *  Maryland 

Massachusetts *  Michigan *  Minnesota 

 Mississippi *  Missouri *  Montana 

Nebraska to Oregon

Pennsylvania to Wisconsin

Pennsylvania to Wisconsin

 Nebraska *  New Jersey *  New Mexico 

 New York *  North Carolina *  North Dakota 

 Ohio *  Oklahoma *  Oregon 

Pennsylvania to Wisconsin

Pennsylvania to Wisconsin

Pennsylvania to Wisconsin

 Pennsylvania *  Rhode Island

 South Carolina *  Utah *  Vermont  

Virginia * West Virginia *  Wisconsin 

2020 Income Tax Due Dates

Due Other than on May 17th

Federal & States Due on May 17th

Federal & States Due on May 17th

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   


Federal & States Due on May 17th

Federal & States Due on May 17th

Federal & States Due on May 17th

 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  

No State Income Tax

Federal & States Due on May 17th

No State Income Tax

 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.

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!

How to sign your eSignature documents

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 :)

Client Portal

Upload Your Documents to Start The Virtual Tax Preparation Process.

Portal

Free with Every Tax Return

3 Years of Audit Assistance

1 Full Year of ID Theft Restoration

1 Full Year of ID Theft Restoration

Income Tax Return Audit Assistance
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1 Full Year of ID Theft Restoration

1 Full Year of ID Theft Restoration

1 Full Year of ID Theft Restoration

Personal Identity Theft Restoration
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