CPA Mobile Tax Services – Smart Tax Strategies for Real People
More Than Tax Preparation — Year-Round CPA Guidance
At CPA Mobile Tax Services, our relationship with clients does not end when tax season is over. While many tax professionals focus primarily on preparing annual tax returns, we work with individuals, business owners, self-employed professionals, and retirees throughout the year to help them make informed financial and tax decisions.
Tax planning opportunities are often lost long before tax season begins. That’s why CPA Mobile Tax Services works with clients throughout the year to identify tax-saving opportunities, monitor business performance, review estimated tax obligations, evaluate entity structures, and plan strategically for year-end tax outcomes. Our goal is not simply to prepare your return—it’s to help you make better financial decisions all year long.
Who we are
About CPA Mobile Tax Services
I have been a CPA since 1987, with over 25 years of experience in financial analysis, Individual, Partnership and S Corporation tax returns. I currently hold active CPA licensures in both Utah and Georgia. I attained my bachelor’s degree in accounting in 1982, and my Master of Business Administration degree in 2005. I have experience working with Turbo Tax as an online tax expert, as well as H&R Block as a Master Tax Advisor. I am a proficient user of Intuit QuickBooks and have experience with accounting for rental and non-rental real estate transactions.
Mobile CPA & Tax Preparation Services
CPA Mobile Tax Services provides professional mobile and virtual tax preparation services for individuals, families, self-employed professionals, and small businesses. Unlike traditional tax offices, we bring CPA-level expertise directly to your home or business throughout the Metro Atlanta East area, including Loganville, Lawrenceville, Snellville, Grayson, Dacula, Monroe, Conyers, and Covington. For clients outside our mobile service area, we offer secure virtual CPA and tax preparation services throughout Georgia, Utah, and across the United States.
Whether you need assistance with individual tax returns, small business taxes, tax planning or IRS correspondence, our goal is to provide convenient, personalized service that saves you time and reduces stress. Clients also receive a full review of their prior year tax return for no additional fee.
Testimonials
Services We Offer
01
Mobile Tax Preparation & Filing (We Come to You!)
Save time and stress with mobile CPA services anywhere in the Metro Atlanta East area.
02
OBBB Tax Planning & Optimization
We help you maximize new deductions and avoid hidden phaseouts in the OBBB.
03
Senior Tax Services (Age 65+)
Protect the $6,000 senior deduction, plan around RMDs, Social Security, and IRMAA.
04
High-Income Tax Strategies
Avoid the 35% itemized deduction cap, SALT phaseouts, and Medicare surcharges.
05
Small Business & Contractor Tax Services
LLC/S corp planning, QBI optimization, quarterly planning, and Section 1202 guidance.
06
Advisory
Current Year Tax Planning, Review of prior year tax returns, Prior Year IRS Transcript Review.
Why Work with a Certified Public Accountant?
- A CPA Provides strategic financial planning for long-term growth
- CPAs save you time and handle tax complexities
- Year-round support helps you stay proactive with finances.
- Preparing For And Filing Your 2025 Taxes, Tax Year 2026 Readiness
- Preparing For And Filing Your 2025 Taxes
- Preparing For And Filing Your 2025 Taxes
FAQs
Mobile tax preparation is available in the Metro Atlanta East area only. However, we will provide you with personal service in the Sandy, Utah and surrounding area via secure document sharing and virtual communication.”
Absolutely. We specialize in the new senior deduction, tip/overtime deductions, vehicle interest deduction, SALT changes, and more.
We help seniors in Sandy protect the new $6,000 deduction and minimize taxes on retirement income.
We support local LLCs, S corps, and contractors with tax planning and entity optimization.
Mobile CPA tax services in the Metro Atlanta East area. Virtual services in Georgia, Utah, and across the United States.