The "Tax Preparation Checklist"  lists the most common information and  documentation needed to file your taxes.  

Tax Preparation Checklist (pdf)

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1. Start With an Overview Of Our Process which allows you to know what will happen every step of the way.

Mobile Tax Pro LOCAL - START HERE (pdf)

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Mobile Tax Pro VIRTUAL - START HERE (pdf)

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Tax Preparation Drop-off Sheet (pdf)

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2. Choose Your Preparation Guide.

The Intake Forms are typically for Virtual Preparation and are specific per type of return, but all tax filers may find them helpful.


  • The "Simple Intake Form" is for Seniors, Students and Simple Tax Filers with no children, few deductions and no credits, 
  • The "Standard Intake Form" is for returns with children, Itemized deductions, and Credits,
  • The "Advanced Intake Form" covers the most common types of income, including investments income,
  • The "Complex Intake Form" includes the Business Expense and Home Office worksheets.

3. Required Documentation for Certain Tax Situations.

Needed for Head of Household (HOH), the Earned Income Credit and the Child Tax Credit.

4.  Deduction Worksheets

Schedule E includes: rental real estate, royalties, partnerships, S corporations, estates, trusts, etc.

Business/Oher includes: LLC Schedule C, 1065, 1120S, 1120, 990, and Trusts.

Click HERE to read a great article on business expenses!