Income tax filing by mobile phone

by Tony Novak, CPA, MBA, MT     updated February 8, 2015

In past years you had to go to a computer and then long into a secure web site or go to a tax preparer's office to electronically file your tax return. Then a few years ago TurboTax began offering filing via text message on a mobile phone. That service was discontinued amid security concerns in 2013 but now I offer a similar service with bank-level security that is meant to be fast, easy, and affordable.

Getting started

To get started just send me a text or email with your contact information. That gives the basic information to set up an efile tax return record. I'll take it from there and respond within one day with additional information.

The first thing you will receive is an engagement letter that includes information about the service and pricing.

Uploading documents

Next you will receive a message with your individual secure link to upload your copies or cell phone photos are required tax documents. See the Security page for more information on the secure file transfer system. I'll look your tax documents over and quickly respond from there.

E-filing

Some returns can be completed on the same day but more typically it takes a few days to gather all the information and double-check the return prior to electronic filing.

When the work is done you will receive a copy of all forms for review.

I will request your electronic signature authorizing the e-filing of your tax return.

Payment

You can pay for your tax filing through PayPal using a debit card, check or any major credit card, and have your return filed the same day. I send a confirmation that the return was e-filed and you can then check the processing status directly at irs.gov.

Using an online CPA usually may not the cheapest way to file your taxes, but it certainly is the easiest and most reassuring way to get the job done!

Many simple tax returns that can be most easily filed through mobile phone communications cost $95. Other rates are also published online here.

This article was meant to provide a simple explanation of the e-filing process. Some specific situations are not covered in this article.

Find more information, including the full schedule of filing fees and other procedures at http://tonynovak.com/taxes.html

2014 Tax Filing Resources

General:

Income tax filing by mobile phone

Tax services flyer

Tax services post card

The easiest way to file your income tax return

Planning:

10 Things you need to know about this year's taxes

Don't be treated as a 2nd class taxpayer

How to send documents to an online tax preparer

Tax planning made easy

When free online filing really isn't free

Pricing:

2015 National average tax preparer fees

Tax service pricing for CPA-prepared returns

1040.com online filing pricing

How to get free CPA help with online tax filing