Mobile Tax Preparation: Jacksonville, FL

Service Description

Prefer a face-to-face experience? Monroe Tax Connect now offers in-person tax preparation services for clients located in the Jacksonville, Florida area. Meet directly with your tax professional for personalized assistance, document review, and step-by-step guidance throughout the filing process. Whether you’re filing an individual return, claiming dependents, managing self-employment income, or simply have questions about your taxes, we’re here to make the process simple and stress-free. With over 10 years of experience, we help clients maximize their refund while ensuring every return is prepared accurately and professionally. We specialize in: • Individual tax returns • Family and dependent-related tax credits • Self-employment & small business taxes • First-time filers needing guidance • Tax questions and refund explanations 𝗜𝗻 𝗣𝗲𝗿𝘀𝗼𝗻 𝗧𝗮𝘅 𝗣𝗿𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻 To use this service, you must: 1. Be located in or near the Jacksonville, FL area 2. Bring a valid photo ID 3. Bring all required tax documents at the time of your appointment 4. Schedule an appointment in advance Appointments are limited and available by booking only. 𝗣𝗹𝗲𝗮𝘀𝗲 𝗡𝗼𝘁𝗲: Mobile/in-person appointments located more than 10 minutes from our service area will be subject to a travel fee of $0.73 per mile. 📌 New clients will be invited to join our secure client portal after submitting a signed Engagement & Privacy Policy Letter. 𝝤𝘂𝗿 𝗙𝗲𝗲𝘀 Tax Preparation: Starting at $240: Includes preparation and e-filing of your individual tax return. Additional fees may apply for returns requiring additional forms or complexity: • Schedule C Form (Self-Employment Income): +$35 • Schedule E Form (Rental / Pass-Through Income): +$40 • Form 8949 (Capital Gains/Losses/Stocks/Crypto): +$40 • Form 8829 (Home Office Deduction): +$35 • Multi-State Returns: +$15 for each addt'l state after the first 📌Additional forms require extra time, careful attention to detail, documentation review and compliance measures. Separate fees help ensure accuracy, proper reporting, and compliance with IRS/state regulations. Refund Transfer Fee: (Pay-By-Refund Option) Fee: Varies * Unable to make a payment upfront? No problem! We can deduct your tax prep fee and refund transfer fee directly from your tax refund.