North County Mobile Notary & Tax

San Diego, CA

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About this pro

How does your business stand out?

As a notary public, my primary function is to serve as an impartial witness and authenticate signature(s) on contracts, deeds, and other documents. As a tax preparer, my job is to assist you in filing your tax return. I take the time to get to know my client's and learn about their unique tax situation. I look at the tax return from all possible angles to help my client pay the least legitimate tax and maximize all available credits and deductions. This will help my client's maximize their refund or minimize their tax liability in accordance the the current tax laws. As a mobile business professional, I can meet my client at a mutually agreed upon location and time that works for their schedule. I am committed to ensuring that your documents are handled in a timely and efficient manner. I will strive to make your transactions with North County Mobile Notary & Tax a positive and professional experience.

What do you enjoy about the work you do?

With customer service focus and accounting background, I enjoy trying to assist people in understanding their tax situation. This is done by communicating with my clients thoughout the year, not just during "tax season." I am always available to my clients. I understand the importance of getting the job right the first time and maintaining client confidentiality. I don't take short cuts and ensure that all documents are completed properly.
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Location

San Diego, CA 92130

Website

Background check

Complete

Years in business

12

Number of employees

1

Times hired on Thumbtack

14

Reviews

6 Reviews
  • Rachele F. Sep 15, 2017
    Individual Tax Preparation
    Verified Review
    Kyle was very helpful with doing our taxes and gave us some great tips with tracking things throughout the year. We will definitely use his services again.
  • Tyler B. Apr 11, 2017
    Individual Tax Preparation
    Verified Review
    Tax preperation
    Kyle helped me prepare my tax returns. He was very professional and prompt. He continued to provide advise on several outstanding issues after our contract was completed. I highly recommend him.
  • William Z. Apr 10, 2017
    Individual Tax Preparation
    Verified Review
    great accountant
    Kyle is professional and flexible on time and location. I love to continue to work with him and recommend him to my friends!
  • Nicole R. Apr 8, 2017
    Individual Tax Preparation
    Verified Review
    Valuable service at an affordable rate
    Kyle did a fantastic job preparing our taxes for us. He is very professional and knowledgeable and was able to answer all our questions and also gave us some good advice for next year. He was extremely flexible with our schedules and the fact that he's mobile and was able to come to our home was an added bonus. He offers a valuable service at an affordable price and we certainly encourage anyone who needs help with their taxes to consider Kyle.
  • Shelby W. Mar 31, 2017
    Highly Recommend for Taxes
    Kyle has done my taxes for the past two years.. He was very helpful and had my best interest in mind. The process was so much easier than I thought it would be and he answered all of my questions. He really commits his time and works to get the best results for you. I highly recommend for a stress-free tax filing.
  • Lori W. Feb 8, 2016
    Kyle was very helpful and professional.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?
I do not have a standard pricing. My fee is determined based on what information I obtain in talking or emailing with my perspective client. As a notary, the State of California allows a maximum fee of $15 per notarized signature. I do charge a fee for my travel. Please text, call or email me for a quote.
What is your typical process for working with a new customer?
The process involves coordinating a meeting place and time that best suits my clients schedule. As a tax preparer, I like to establish a relationship with my cleint so that I can understand their situation. While meeting with the client, there are just a couple of forms to complete. Similarly, as a notary, I like to accomodate my client's by meeting them at a place and time that works with their schedule.
What education and/or training do you have that relates to your work?
With regards to tax preparation, I complete the Federal & State required continuing education each year. As a notary, I complete the required continuing education. Notary commission's are valid for a 4 year term. I also keep current on all of the latest news and laws and how it may impact my clients.
What types of customers have you worked with?
As a tax preparer, I completed filed returns for individuals that were filing as single, married/joint returns and head of household. I've completed returns for people with military income including active duty, recently separated and retired individuals. I've also completed the out of state filing for my active duty client's whose Home of Record is in another state. I've also completed returns for individuals with capital gains (both long term and short term), dividends & interest, individuals eligible for various credits (earned income, child tax, child care fees, student loan interest, tuition and fees paid to name a few), rental income and small businesses. As a notary, I've been hired by individuals, local businesses, banks, title companies (both directly and through companies their hire) for real estate transactions. I've been hired to complete the purchase/sale of a property and the refinancing of a property (some with a home equity lines of credit). In some cases, someone refinancing their property may have to hire their own notary. I have and will assist them with the entire loan package. I will also take the completed documents to the courier service on their behalf at no additional charge. It is all included in the fee I charge.