Individual income tax preparation at your convenience

• What do I need for my appointment?

  • Government issued ID - driver's license, passport, etc

  • You must present a valid social security card for each person listed on the tax return or similar current IRS letter documenting your ITIN

  • Form(s) W-2, 1099 statements, 1098 statements, etc

  • Check with routing and account numbers, if direct deposit requested

  • Health care coverage documentation; Form 1095-A from the Marketplace if purchased on exchange

 

• How will I know my tax return has been filed?

  • A confirmation email will be sent to you from the MobileTaxPreparer after your return is accepted at the IRS

 

• How do I know my information is safe?

  • Your tax documents and important information stay in your home or office

  • With cloud-based technology, NO tax return information is stored on the computer

  • Industry standard 128-bit Secure Socket Layer (SSL) encryption transmits your return via Taxwise Online, IRS compliant software

 

• Can I pay my tax preparation fee from my refund?

  • No. The MobileTaxPreparer is designed for payment at time of filing

  • Accepted payment methods are cash, check* and debit card

 

• Links of interest. Click, or copy and paste the url:

  • Choose a tax return preparer wisely - ​http://www.irs.gov/uac/Newsroom/IRS-Urges-Taxpayers-to-Choose-a-Tax-Preparer-Wisely--for-the-Filing-Season-Ahead

  • Questions everyone should ask - http://www.forbes.com/sites/kellyphillipserb/2014/01/22/11-questions-to-ask-when-hiring-a-tax-preparer

 

* Tax return will be electronically filed after payment clears