Schedule Your Tax Appointment

Select your appointment type:

Step 1: Pre-Processing

During this appointment we will review your needs for tax preparation and I’ll tell you what documents you need to supply for me to complete your tax return.

Once I receive those documents through the client portal at www.mobiletaxpro.securefilepro.com, I’ll prepare your return and contact you to compete the process. This usually takes 4-24 hours. Feel free to also schedule your Step 3 appointment.

(20 minutes)

Step 3: Tax Return Review

This appointment is for you if you have already completed Step 2 by uploading your tax documents to your account at https://mobiletaxpro.securefilepro.com/.

  • And you have received an email, text or call informing you that your tax return is compete and ready to review.

During this appointment we will review your return, apply your signature(s) and efile your taxes. It’s that simple!

(40 minutes)

After Filing Return Questions or Concerns

This appointment is for you if you have received:

  • additional tax forms from an employer
  • documents or letters in the mail from the IRS or another taxing authority
  • or simply have a question about your filed tax return.

Fees vary and depend on the issue. Please remind me during our appointment if you signed up for Protection Plus Audit Assistance and ID Theft Protection for the tax year in questions. And congratulations if you did!! A little protection is always a good choice.

(20 minutes)

Free Tax Consultation

For general questions about the MobileTax.Pro process or prices.

(20 minutes)

Tax Questions

Have your individual income tax questions answered. Includes 15 minutes of research.

$20 fee will be collected at the time of the appointment.

(20 minutes)
$ 20.00

File An Extension

Need more time? File for an Automatic 6 Month Extension of Time To File. Your tax return will be due on October 15. But don’t forget, the IRS will still charge interest on any taxes due and not paid by the regular tax due date.

$29 fee will be collected at the time of the appointment.

(20 minutes)
$ 29.00

Estimated Tax Payments

Own your own business? Receiving alimony? Get help estimating how much and when you need to make Estimated Tax Payments.

$50 fee will be collected at the time of the appointment.

(40 minutes)
$ 50.00