Tax preparation with a clear next step.

Tax filing starts with understanding your situation.

A tax return should reflect what actually happened during the year. We start by discussing your income, business activity, records, and any changes that may affect the work involved. Then we explain the documents needed, the scope, and the fee.

Whether you work for yourself, run a service business, or need help with your individual return, you can start with the same discovery call.

Who this service is for

• Independent professionals and contractors with self-employment income.
• Service business owners who need business and personal filing needs reviewed together.
• Individuals whose income or circumstances have changed.
• People who need to discuss a prior-year return or an amendment.

What the process looks like

1. Discuss your filing needs. Tell us about your income sources, business structure, tax years, and questions.
2. Receive your document request and scope. We identify what is needed and quote the work before you decide.
3. Prepare and review. Once engaged, we work through the records, resolve questions, and explain the return for your review before authorized filing.

What to have ready

For the discovery call, have a general picture of your income sources and the tax years you need help with. For preparation, we will request applicable income documents, prior returns, business records, and other supporting information through the designated document process.

You do not need to send sensitive documents through Calendly. The call is where we identify the next step.

What if my books are behind?

Let us know upfront. Incomplete business records may need attention before a return can be prepared. We can discuss bookkeeping cleanup and explain whether it needs to be included in a separate scope.

How much does tax preparation cost?

Pricing depends on the returns, tax years, business structure, forms, and condition of the records involved. We discuss your situation and provide a scope and fee before you commit. One-time tax preparation is available without an ongoing package.

Questions before you book

Your point of contact is Ashley The Tax Lady, lead accountant at Mobile Tax Pros USA. Services begin with a virtual discovery call.