Frequently Asked Questions

We specialize in tax preparation, strategic tax planning, business accounting, and financial consulting. Our Fort Myers CPA firm also assists with business succession, retirement considerations, and tax-efficient asset protection strategies. We work with business owners, established professionals, and clients managing complex financial situations.

Yes, especially if you own a business, have investment income, or experience significant financial changes. Tax preparation reports what happened during the year, while tax planning identifies opportunities to manage future liabilities. Both can be valuable for maintaining an efficient tax strategy.

We start by discussing your financial situation, immediate concerns, and what you want to accomplish. Depending on your needs, we'll review relevant tax returns, accounting records, or financial documents. From there, we can recommend the appropriate services and explain the next steps.

Fees depend on the complexity of your financial situation and the services required. A straightforward individual tax return will generally involve different work than business tax consulting or ongoing financial planning. Contact our office to discuss your needs and available pricing options.

Waiting until tax season can limit your opportunities to reduce tax liabilities. Certain deductions, business transactions, retirement contributions, and financial decisions require attention before year-end. Planning earlier gives you more time to evaluate available strategies.

Accounting focuses on maintaining accurate financial records and reporting financial activity. Financial consulting uses that information to evaluate decisions involving taxes, investments, retirement, asset protection, and business transitions. At our firm, these perspectives can work together to support broader financial goals.

Yes, our business consulting services include evaluating entity structures and their tax implications. The appropriate structure depends on your income, ownership arrangement, operational needs, and long-term plans. We'll help you understand the relevant considerations before making a decision.

QuickBooks can help organize transactions, but the software doesn't replace professional accounting judgment. An accountant can review reconciliations, identify reporting issues, prepare financial statements, and help maintain accurate records. We also assist businesses with QuickBooks training and consulting.

Yes, we prepare individual, estate, trust, and gift tax returns, including situations involving investment income and business ownership. These returns may require additional reporting and careful consideration of applicable tax rules. Our team can help determine what documentation and preparation are necessary.

Yes, we assist startups, growing businesses, and established companies with monthly bookkeeping and accounting support. Services can include bank reconciliations, general ledger maintenance, financial statements, and other accounting responsibilities. The level of assistance depends on your existing systems and operational needs.

Yes, our financial consulting services include retirement considerations, business succession planning, and ownership transition strategies. We help evaluate potential tax consequences, financial responsibilities, and asset protection concerns. Planning before a major transition can make the process more manageable.

Chouinard, Massie & Reilly, CPAs is located in Fort Myers, Florida, serving clients throughout the surrounding area. We work with business owners, professionals, retirees, and individuals seeking accounting, tax preparation, or financial consulting assistance. Our approach is especially suited to clients who want financial guidance beyond routine tax filing.

Whether you need assistance with a tax return, business accounting, or a major financial decision, we're here to discuss your situation.

Get in Touch with Chouinard, Massie & Reilly, CPAs

Office Hours
Mon-Thurs 9-5, Fri 9-3

12611 New Brittany Blvd, Building 18
Fort Myers, Florida 33907
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