Michael Choate Associates CPA

FAQs

What should I bring to my first appointment?

If individual tax meeting:

Bring a copy of your prior year tax return and current year information (W-2, 1099, a list of deductions).  We will make a list of additional items needed after the first meeting. See the Income Tax Organizer under Tax Tips.

If business tax meeting:

Bring a copy of your prior year tax return and all current year financial statements or equivalent.  We will make a list of additional items needed after the first meeting.

If I am a returning client, do I need an appointment to drop off my tax information?

No, you can drop off your information and we will call you with questions, etc.

Will I be charged for phone calls or email?

No, we want you to stay informed and ask questions before you act.

What is the average cost of an individual tax return?

Your cost depends on the complexity and time required to prepare your return. Our average price for last year was about $400.

What is the average cost of a business tax return?

Your cost depends on the complexity and time required to prepare your return. Our average price for last year was $800 - $1,500.  Accounting work and consulting is billed separately.

I received a tax notice in the mail from the IRS or State.  What should I do?

Fax or email a copy of the tax notice to us and we will analyze it and prepare a response.