About CPA Mobile Tax Services

About Us

CPA Mobile Tax Services provides modern, efficient tax preparation with professional CPA oversight. We serve virtual clients in Utah and Georgia, and offer mobile at-your-location tax services in Georgia.

What Makes Us Different:

our return is always prepared by a licensed CPA
Simple Google Drive document sharing
Secure DocuSign signing for all IRS forms
Transparent pricing for every service
Virtual convenience + mobile flexibility

Our mission is to deliver clear, reliable, and convenient tax preparation to individuals, families, investors, and small business owners.

Who we are

My Background

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.

My Tax Preparation Objectives

Every client will leave with an accurately prepared return, an understanding of where the critical numbers on their return come from, and a summary of our tax planning discussions to help guide you for the upcoming tax year.

My Promise

At CPA Mobile Tax Services, you will never wonder whether you missed something. You will fill with confidence, backed by strategy, expertise and personal attention.

Testimonials

Sharon Hansen
				Paul not only comes to my home, but he takes all the time I need to explain my return.  He also shows and explains the measures he takes to secure my security and privacy.  So much better service than my last accountant.  Paul remains available during the year for questions or concerns.  Highly recommend.			
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.			
Lisa Burns
				We had a somewhat difficult tax return and Paul was very helpful in guiding us through it and making suggestions for the years to come, very happy with the service. Highly recommend Paul.			
Edward Mahoney
				Paul is knowledgeable and very efficient.  He is great to work with.			
Tracy Niedzielko
				CPA Mobile Tax Services did a great job on both my personal as well as small business taxes. Paul is very thorough and makes sure everything is done right. I would highly recommend him!			
Sofia R. Thompson
				Working with Paul was great! he answered all of our questions and even gave us suggestions for future years to be better prepared.			
Lisa Burns
				We had a somewhat complex return and Paul guided us through the entire process, I would highly recommend his services			
A Google User
				CPA Mobile Tax Services did a great job on both my personal as well as small business taxes. Paul is very thorough and makes sure everything is done right. I would highly recommend him!			
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.			