Schedule Your Tax Appointment

Please select to schedule a video conference appointment or give me a call at 704-980-0899.

Free Tax Consultation

For general questions about my process, experience or prices.

(20 minutes)

Tax Return Review

This appointment is for you if you have already:

  • Uploaded your tax documents to the “Guest Exchange” or your account at https://mobiletaxpro.securefilepro.com/.
  • And you have received an email 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 Follow Up

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

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

(20 minutes)

File An Extention

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. An invoice will be sent and must be paid before 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. An invoice will be sent and must be paid before the time of the appointment.

(40 minutes)
$ 50.00

Tax Questions

Have your individual income tax questions answered. Includes 15 minutes of research. An invoice will be sent and must be paid before the time of the appointment.

(20 minutes)
$ 20.00