BLUEPRINT SUCCESS LLC

TAX FAQs

WHAT IS MOBILE TAX SERVICE?


Mobile Tax Services is a client customized approach to income tax preparation, offering you two options: (A) Leave it to Us - tax preparation is completed remotely by phone, e-mail and secure file sharing, or (B) Meet with Us - tax preparation takes place at a location of convenience for the client within the East Bay. Most in person appointments are conducted on weekday evenings and weekends.




HOW DOES EACH OPTION WORK?


(A) Leave it to Us: When completing tax return remotely by phone, fax, e-mail and secure file sharing: * Sending documents give us time to analyze your unique tax situation and ensure you don’t miss any key deductions. * We will be in contact with you through the process, with turnaround time within 24 hours. * All information can be provided by phone, fax, e-mail or by secure link based applications. You will be provided with a copy of your tax return by e-mail or hard copy by U.S. Mail. (B) Meet with Us: When completing tax return in person: Tax expert will meet and prepare your personal income tax return at your preferred location. Most tax returns normally take about 1 hour to complete (less time for simple returns and a little more time for first time clients with complex returns). Upon completion, you will be provided with a email copy of your tax return for your files. A $50 deposit is required to confrim your in-person appointment that is applied toward your preparation fee Both options offer complete electronic transmission of your tax return to the IRS and California Franchise Tax Board.




HOW DO I PAY FOR MY TAX RETURN FEES?


We offer the option of paying directly from your tax return if you desire (bank fees apply). We also accept payment for services via cash (in person appointment), credit/debit card and PayPal. Note, if selecting the pay-by-return option for in person appointments you will still need to provide a $50 deposit at the time of booking.




WHAT ARE THE ADVANTAGES OF MOBILE TAX SERVICES?


*You don’t have to worry about forgetting documentation at home for your tax appointment – you can send documentation at your convenience. *You don’t have to travel anywhere if you choose file share option. *You don’t have to worry about getting child care, finding a good time for meeting; all stress is relieved since you send items at the best time for you.





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