Company Description:

Mobile Tax is a modern and innovative tax preparation service that focuses on delivering unparalleled convenience and efficiency to clients. Founded in 2022 by an Enrolled Agent who holds a degree from Metro State University of Denver, Mobile Tax was born out of the desire to eliminate the inefficiencies and inconveniences associated with traditional tax shops.

By providing personalized and highly efficient tax preparation services, Mobile Tax primarily caters to busy parents in Castle Rock and surrounding areas. Our service model has evolved from physically driving to clients' homes to collect and deliver documents, to leveraging advanced technology for secure document scanning, virtual return reviews, e-signatures, and payment processing through an interactive client portal and mobile app.

Mobile Tax continually seeks to innovate and optimize its processes by investing in state-of-the-art technology solutions such as TaxDome, Chat GPT, and Tax Act software, while focusing on a select group of niche customers to ensure the development of tailored processes for optimal client satisfaction.

Our core values are:

Efficiency: Continuously exploring technologies and processes that provide a competitive edge in efficiency, while specializing in serving specific customer niches for a streamlined experience.

Convenience: Striving to make the tax preparation process as hassle-free and straightforward as possible for our clients.

Integrity: Upholding the highest standards of honesty, ethics, and responsibility in all aspects of our services, including providing clients with the tools and knowledge they need to minimize their tax liability, even if it means referring them to other experts.

Mobile Tax aims to revolutionize the tax industry by offering a convenient, client-centric alternative to traditional tax shops, akin to the service models of leading companies like Amazon, DoorDash, and Instacart.