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Credit Management

We offer a variety of options for our clients to complete their annual tax filing process. Rather it is in-person at our local office, at your home or office, or remotely online with our secure cloud solution. Nearly all of our processes are paperless electronic format.

We offer as a courtesy a free 15 to 30-minute consultation for every new tax/accounting client. During that call, we will learn the details of a prospective client's tax/accounting situation and provide options as to what we can and will do for you.

IF you have NOT yet scheduled an initial consult with us, please use the section “CONTACT US” and submit a request for a free consultation call. Make sure to include in the request the details about what services you are looking for.

IF you already had a call with us and we've provided you a quote for your tax preparation work, please proceed with the steps for your annual filing information below:

STEP 1: Create a login for Hart’s Mobile Tax App and Portal, which can be accessed on you cellphone, tablet, laptop, or PC via our website or

STEP 2: Once you have created your account on Tell us about you – Log-in to the Hart Mobile Tax App, answer a few simple questions and upload your information using our secure online portal. Once you’re done, click the submit button and one of our experienced Tax Professionals will review and contact you within 24hrs. If you’re accustomed to speaking with a professional you can schedule a call to ask questions or an appointment. Review and Signatures – Once you have submitted your information and connected with one of our tax professionals, your documents and Tax return will be reviewed and corrected for accuracy and maximizing your credits and deductions for the best possible refund. RELAX we’ll do the rest - Relax while we get your max refund - Your tax pro will complete your return & share an explanation of all your credits and deductions. Then, we will send to you for you to simply review, electronically sign, and pay. We will file and track it for you!


IMPORTANT DATES - when to submit tax organizers and upload tax documentation to Hart Tax Services., LLC: IRS generally begins processing tax returns at the end of January each year. We advise our tax clients to complete the tax organizers and upload tax documents for us as early in the tax season as possible. The sooner we prepare and file your tax return, the sooner you can get a refund if one is due. Additionally, with the proliferation of identity theft and fraudulent tax returns, it is a good practice to file tax returns as early in the season as possible, because the IRS will generally only accept the first e-filed tax return, whether fraudulently filed by identity thieves or a real one filed on your behalf.

For Individual Tax Returns: please submit tax organizers and upload tax documentation as early as January 20 and no later than March 31.

For Partnership and Corporation Tax Returns: please submit tax organizers and upload tax documentation as early January 20 and no later than February 28.


Please NOTE - at the beginning of March, and as needed, we will file "zero-tax-due" Tax Return Extensions for all remaining unfiled tax clients. We do this as a precaution, in case any tax clients submit their tax information to us late. Any tax returns with tax information submitted after the dates outlined above, will be pushed out and completed after the April 15 tax deadline. Taxpayers may be subject to a penalty on any unpaid taxes due and interest related to any late filings.

Even with a tax return extension filed, taxpayers who owe taxes must pay them by the original tax return deadline or risk incurring late tax payment penalties and interest. Please contact us, if you know your tax information will be late and you will owe taxes to the IRS and State DOR. We will then prepare a custom Tax Return Extension voucher for you to mail your tax payments to IRS and/or State DOR.


Once we receive your completed tax organizer and all applicable tax documents are uploaded to your folder in the client portal, your tax return file is added to our tax return preparation queue to wait for its turn.


Once we receive your payment on the invoice, we will send you, via Hart Mobile App, a secure link so you can review your finished tax return, ask any questions, and e-sign.


If applicable, we will then e-file your tax returns with the IRS and State DOR.

Please NOTE: In some cases, there may be a need to file local tax forms (City and/or County). We will prepare those forms, but may not be able to e-file them on your behalf, since most municipalities do not participate in the e-file program. In those cases, we will provide you with instructions and completed forms to either mail or file and pay directly online yourself.


Once the IRS and the State accept your e-filed tax returns, we will send you, a secure link with the e-file confirmation letter and the FINAL copy of your' tax return to download and keep in your records for 7 years.

At that point, our tax engagement with you is complete. Thank you for your business and we look forward to working with you soon again.

FYI: Also, here're a few links from our website that you may find useful later in the process:

Online Client Portal

Client Information Forms

If at any point during this process you have any questions, please email us at

Frequently asked questions

How is this process different than filing taxes myself?

When you submit your taxes self-prepared you take the chance and risk of an Audit.

With our process your return is reviewed, signed and submitted by an experienced local tax professional. Not a major company to give you the run around. Our fee covers you for the year so use us! With Hart Mobile Tax, you get expert tax prep without going into an office. You simply upload your documents and a tax pro does the rest.

Is a virtual tax pro a real person?

We are real live Tax professionals here to answer your questions.

Where is Hart Tax Services located?

Based in North Charleston, South Carolina USA

What are my options for communicating with my tax pro?

There are a wide range of option for clients to communicate with their tax pro, via phone, email, text, video conference, and messaging within the Hart Mobile Tax app!

What is included in my price?

Timely completed and accurate individual income tax filing, and questions or concerns you may have in reference your Taxes throughout the year. If there are additional services we offer that you may need or interested in there may be an additional cost.

When/how do I pay?

Once you tax filing is complete and you have e-signed all documents, you will be given several options on ways to pay for your Tax services.

How long does it take?

The IRS passed the PATH act a few years ago limiting when certain return are allowed to be released.

Return dates may vary depending on how you filed, and what information was contained in your individual return.

Is my information secure?

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