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9 Questions to Ask Your CPA at Tax Time

It’s time to gather paperwork and prepare your returns by April 18th. Since it’s likely been a year since you last spoke to your CPA, it’s important to outline any changes in your personal situation and familiarize yourself with changes in the tax code. Here are nine important questions to discuss with your CPA this tax season.

You probably know the tax-time drill by now: As you prepare to meet with your tax accountant, you gather W-2 and 1099 forms, receipts, banks statements, and mortgage documents.

But that’s just the beginning. The real issue is what has changed in your life the past year? The paperwork tells your financial story, but there may be a lot more going on with your life than can be seen in your documents.

A good CPA will ask you questions, but there’s no guarantee they’ll be comprehensive. Only you know everything that has happened in the past year. You have the responsibility to give the CPA the right information—and then ask the question: “Does this make a difference?”

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