Tax Tip: What Should You Bring When Meeting with a CPA?
Try to bring your prior two years tax returns and any tax notices you have received in that time. Don't forget your W-2’s and last pay stub for the year, too.
Ron Mutascio is a certified public accountant with a business office located at 415 Belgrade Ave., West Roxbury. He is providing tax tips - do you have a tax question that you would like him to answer? Leave a comment below this article or email davide@patch.com. Situation: When first meeting with a CPA, what should an individual bring i.e. documents, pay stubs, etc.? Mutascio: OK, so you have decided that doing your own taxes is worse than going to the dentist and you are looking for help. Choosing a CPA to do your tax work is a great choice. In my practice, a potential client usually calls me and asks the standard questions, 'Can you do it?', 'When can you do it?' and 'How much will it cost?' Before those questions can be answered, if …
In this Article:
