What Is A Mobile Tax Service?

Posted by Dominique Gordon in resources | 0 comments

A mobile tax service is a convenient personal approach to income tax preparations. We meet with client’s  at their convenience and at their location within the New Orleans Metropolitan areas. Appointments are conducted Monday-Friday; however, some Saturdays will be available during tax season (January-April). If you are outside of the area or you desire your taxes to be completed remotely, you can do so via phone, fax and or email.

How does mobile tax preparation work?

If completing in person:

• We can meet at a location of your choice (home, office, or public venue etc.)
  •    Appointments last 30-45 minutes depending on the complexity of your return
  •    Please bring only copies of supporting documents. If you have only originals, photographs will be taken via a secured and encrypted device.
  •    Signatures are required (both signatures are required for joint returns) for the completion of your tax return. A signature pad is used at the time of service.
  •    Upon completion, the preparer will transmit your return at the office and a copy of your return and supporting documents will be emailed to you via a password protected email.

• •    If completing not in person:
  •    A phone consultation must be conducted before the preparer can commence work.
  •    Clients must provide all necessary documents for the tax preparer via fax or email.
  •    The tax preparer will prepare the return and email or fax documents requiring signatures. Clients must forward signed documents to our office, so that the tax preparer can transmit the return.
  •    Upon completion, the preparer will transmit your return at the office and a copy of your return and supporting documents will be emailed to you via a password protected email.

From our office we will complete final processing and transmit clients return to the IRS and State Department of Revenue. If the client is due to receive a refund, bank products are available for payment. However, if the client has a tax liability, payments can be made in the form of check or cash.

Benefits of Mobile Tax Service:
•    Your tax return is completed in the comfort of your own home or office.
•    You do not have to worry about forgetting documentation at home for your tax appointment- you are already at home!
•    No childcare is needed!