About
On The Way Mobile Taxes has made it simple to file taxes because of our modernized methods. Our customers have the option of faxing, emailing, scanning their documents directly to our software, or we can come to them and prepare their taxes. If sitting in a tax office for hours on end is not your idea of a great tax preparation experience, we have the right thing for you....My Tax Office!! Just download the app from the google playstation from your cell phone or computer and input my office code: 2Q056N. Once you create your profile, you will be able to snap photos of your documents with your cell phone, including your ID and upload it. Your documents will then download directly into my tax office. A very safe and secure way of submitting personal documents. You will be able to see where I am with you tax return from the portal as well as sign the return and get it back to me from there. Not having to sit and wait in a tax office can save you lots of time from your busy schedule with the self assurance of knowing your income taxes are being prepared by a professional. The software our company uses is powered by 1040 Tax Biz. All our preparers are licensed and professional. We are a mobile-friendly provider.
What I like most about the work I do is the smile that it brings to my customers face once they realize they are dealing with a real professional that has been in the industry for 8+ years. I love educating my clients about their tax situation and providing positive feedback about maximizing their tax returns.
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Frequently asked questions
What is your typical process for working with a new customer?
Review all documents, asking about any changes in tax family, input all information into software, retrieve signature, educating the client about their tax situation, and providing copies of documents to the client. It's a process that is simplified through My Tax Office, an app which can be easily downloaded from a cell phone.
What education and/or training do you have that relates to your work?
PTIN License
An MBA earned through American Intercontinental University; as well as classes taken through the IRS to stay abreast of updated and current tax laws.
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing is determined by the forms used to prepare each person's taxes. Each person's tax situation is different, therefore; quoting specific pricing will be difficult. Your tax return will be reviewed and standard pricing will automatically be applied for a return of your magnitude. If a discount is warranted, it will be applied at the end of the service. On the Way Mobile Taxes frequently runs specials througout the tax season that can be applied to lower your tax preparation fees. We are more interested in customer loyalty rather than making a quick buck!
How did you get started in this business?
I got started in the business by taking a tax preparation class through Jackson Hewitt and it changed my life! The instructors there were very knowledgeable of their professions and provided us with a wealth of tools to go out there and bring in customers of our own! Not only did I just take the course; I actually prepared taxes for them a tenure of 4 years before branching out to start my very own income tax service. It was there that I learned how to master complicated and large tax returns. I am a professional and a master of my craft because of them.
What types of customers have you worked with?
I have worked with large companies, small businesses, non-profit and for profit organizations, and an unnumbered amount of personal income taxes. A large number of my clients own their own businesses or have difficult level tax returns; such as foreign income, 401K distributions, and farming income, or itemizations (schedule A). My company specializes in all these things.
What advice would you give a customer looking to hire a pro in your area of expertise?
The best advice I can provide to a customer seeking a professional in my area of expertise is to look for someone that is not only interested in providing you with a large refund, but to seek a preparer that takes pride in their profession and will take the time to educate you on your individual tax situation. Every person's situation is different so you need to be with someone that can offer up suggestions on how to improve your tax situation and gradually work up to increasing the amount of your refund. It is important to me that I seek any and all eligible tax credits available to my clients. If you are not receiving this type of service, then you having been working with the wrong tax professional. Take a chance with On the Way Mobile Services...we will show you a different stroke!!
What questions should customers think through before talking to pros about their needs?
Questions such as, "Which type of tax professional do I need for my special circumstances with my income taxes?" and "What type of clients do they typically work with?" are two great questions to ask yourself when seeking an income tax professional. The importance of these questions is to provide you with a road map of where to begin the search for your needs. As I have said so many times...everyone's tax situation is not the same. There is rarely ever two situations exactly the same. You would want to seek someone who has worked with lots of clients similar to your own situation.