Frequently Asked Questions
1. What is a mobile tax wizard?
Mobile tax wizards are a growing group of tax professionals who bring you our premium in-home tax preparation service into your home or office.
2. Where is your office located?
At your dining room table. We currently have tax wizards living throughout West Michigan who travel tens of thousands of miles during the tax season to meet you in your home or office.
You can find our current pricing here.
4. What if I don't have a home that we can meet in?
We usually meet in local coffee shops for clients who would rather meet somewhere other than their homes. Coffee shops tend to be quieter, and they encourage customers to sit and hang out. The bottom line is that we drive just about anywhere to meet you.
5. Can tax prep be done remotely?
Yes! You have several options to get your tax documents to us so we can prepare them without your presence. The most secure way is to upload PDFs of your documents here. You can also fax them to us at (269-666-6112) or mail them to PO Box 2, Woodland, MI 48897.
6. What does the price of having my taxes done cover?
The cost covers our Premium in-home tax preparation service, where we prepare all tax forms (federal, state, local), it also includes insurance against audits and ID theft, e-filing your taxes, and a digital or hard copy for you.
7. How do I know who will be meeting with me?
You can pick the tax wizard that best fits your needs. You may choose the same person each year, you can select a different wizard every time until you find the best fit for you, or you can pick a wizard based on the day and time you are available.
8. Do the tax wizards have a set area in which they work?
Yes and no. We do not currently have assigned areas for tax wizards. Each tax wizard can choose how far from their home or office they want to travel.
9. What documents do I need to have?
Please fill out our Tax Organizer forms based on your unique tax needs before your appointment. Click here to download them. If you have more questions, please contact us.
10. Are you accepting new clients?
Yes, we are always looking for more taxpayers for whom we can help.
11. Can I refer clients to you?
Absolutely! We are so sure that you will love having a mobile tax wizard doing your taxes that you won't be able to help but tell others about it.