Individual

Individual Tax Preparation & Financial Consulting

Managing personal taxes can become complicated when investments, retirement income, business ownership, or major financial decisions enter the picture. Beyond filing an accurate return, you need to understand how these factors affect your tax obligations and financial future.

At Chouinard, Massie & Reilly, CPAs, PLLC, we provide individual tax preparation, accounting, financial consulting, and asset protection planning services for individuals and business owners in Fort Myers and surrounding communities.

Personal Tax Preparation for Every Stage of Life

Your tax situation can change significantly from one year to the next. Selling property, receiving an inheritance, starting a business, or earning income abroad can introduce new reporting requirements and tax considerations.

Our tax preparation services include:

  • Individual Income Tax Preparation

  • Trusts & Estates Tax Returns

  • Gift Tax Returns

  • Sole Proprietor Tax Preparation

  • Dual Citizenship Tax Reporting

  • U.S. Citizen Worldwide Income Tax Returns

  • Resident & Nonresident Alien Tax Returns

  • Not-for-Profit Tax Preparation

  • LLC Tax Returns

  • S Corporation Tax Returns

  • Partnership Tax Returns

We focus on accurate preparation, applicable deductions, and compliance with relevant tax requirements while helping you identify potential planning opportunities.

Financial Consulting Beyond Tax Preparation

Some financial questions require attention before the next filing deadline. Changes in income, family responsibilities, or business activities may create situations where professional guidance can make a difference.

Our consulting services include:

  • Tax Estimates & Projections

  • Forensic Accounting

  • Guardianship & Trust Accounting

  • ITIN Filing Assistance

  • Notary Services

We help you evaluate financial concerns, understand your options, and approach important decisions with greater clarity.

Accounting Support for Individuals and Business Owners

Accurate financial records support more than tax preparation. They also provide a clearer picture of your financial position and make ongoing responsibilities easier to manage.

Our accounting services include:

  • QuickBooks Training & Consulting

  • Compilation Services

  • Monthly Bookkeeping

Whether you're managing personal financial responsibilities or operating a business, our team can help you maintain organized and reliable financial information.

Asset Protection & Long-Term Financial Planning

Retirement, estate arrangements, insurance coverage, and major life transitions can all affect your financial future. Addressing these considerations early can help you prepare for potential tax consequences and protect what you've worked to build.

Our asset protection planning services include:

  • Insurance Planning

  • Retirement & Distribution Planning

  • Estate Planning

  • Creditor Protection Planning

  • Divorce Settlement Planning, including QDROs, tax considerations, and payor protection

  • Tax-Advantaged & Tax-Efficiency Planning

We consider how these financial decisions connect with your broader tax situation so you can plan with a clearer understanding of the potential implications.

Guidance That Fits Your Financial Situation

We begin by understanding your income sources, financial responsibilities, and immediate concerns. From there, we identify the tax preparation, accounting, or consulting services relevant to your circumstances.

Whether your needs involve a straightforward individual return or more complex financial matters, our CPA team provides practical guidance based on your situation.

Let's Discuss Your Tax & Financial Needs

You don't have to navigate complicated tax requirements or financial decisions on your own.

Chouinard, Massie & Reilly, CPAs, PLLC offers a complimentary first 30-minute consultation for new clients.

Call (239) 768-2171 or contact our team to discuss your individual tax preparation and financial consulting needs.

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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