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.
Testimonials
David Nguyen
Filed as a corporation this year, but I'm sure this firm has the vast experience to work on simple to complex individual/1040 returns. Firm has history of working with the larger companies (Turbo, H&R, etc) as a consultant and advisor, so you'll be getting the same service as with the larger companies but with a personal connection. Answered questions and solved issues beyond tax season. Plan to use annually.
Marque Roybal
I have been so impressed by CPA Mobile Services. My tax returns are complex to say the least. The attention and service provided by Paul and his team is so much more than I experienced with the high priced firms I've used in the past. The very best news is that I now, for the first time, have a tax strategy in place that will save me money in the future, all thanks to Paul. CPA Mobile Tax has already positively impacted my bottom line and I know they will do the same for you. I give them my very highest recommendation.
Ashley B
Paul was very easy to work with and was able to do everything remotely. Really helpful, covers all the bases for information that can help you get the most, patient and answers any questions you may have, very knowledgeable, did an itemized tax return for me with solar credits and taking into account mortgage points buy down.
Our Services
Tax Return Preparation
- Individual, Partnership, S-Corporation tax return preparation
- Most non-business returns completed within 48 hours of our initial meeting
- Current year tax return preparation fees include a free review of your prior year tax filing
Our Services
Advisory
- Current Year Tax Planning
- Review of prior year tax returns
- Prior Year IRS Transcript Review
- Validation of current year reported income using IRS transcript tools
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.
- Tax Year 2024 Readiness
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- Tax Year 2024 Readiness
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- Tax Year 2025 Readiness
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