Frequently Asked Questions

---

The Tax Mobile App is a tool that allows you to streamline your tax preparation process. To obtain the 4-digit tax code required for booking an appointment, you can find it in the settings of the Tax Mobile App. If you have any issues, please contact our customer support for assistance.

The documents you need depend on your individual circumstances. Commonly required documents include income statements (W-2s, 1099s), proof of deductions (mortgage interest, charitable contributions), and personal information (Social Security numbers for you and your dependents).

To prepare for your tax appointment, complete the Tax Mobile App by uploading documents and filling out any necessary forms. You'll also receive an email with specific instructions after your appointment is confirmed. Don't forget to have your 4-digit tax code, located in the app's settings, ready to book your appointment.

Yes, we offer virtual tax services. Virtual appointments are conducted over the phone. Once you schedule a virtual appointment, one of our tax professionals will call you at the scheduled time to assist you with your taxes.

To report Cash App transactions, keep accurate records of income received and expenditures. Ensure that you understand the thresholds for reporting set by the IRS. Consult with our tax professionals for guidance on compliance

Yes, you can reschedule your appointment if needed. We offer one free reschedule over the phone. If you prefer to reschedule at your convenience online, a fee of $15 applies.

No, Filing your tax return using your last paystub is generally not recommended.

You can file your taxes for free, and there are no costs to you at the time of service. Our tax fees are paid out of your return once received to ensure that your tax  experience is seamless and hassle-free

If you've moved or changed your address during the year, ensure your employer has your current address on file. Incorrect addresses can lead to W-2 delivery problems. W-2 should be in the Mail by January.31

Yes,  You'll need to report all income, regardless of the source, to the IRS. This is where accurate record-keeping becomes crucial. You will get a 1099-K in the mail for Cashapp, Vemo, and Paypal if your income exceeds certain thresholds.