Preparing for Tax Season in Chattanooga: What You Need to Know Before Your CPA Consultation

 Are you an individual, family, or local business owner in Chattanooga preparing for the upcoming tax season? Organizing your financial records and tax questions in advance can make your CPA consultation significantly more productive.


Miller and McPhail, CPAs, PLLC—a trusted accounting firm with offices in downtown Athens and Chattanooga's NorthShore—has launched a local service-information initiative to help clients focus their initial CPA consultations.

Key Steps to Prepare for Your Tax Consultation

  • Categorize Your Needs: Determine whether your primary concern involves individual, family, or business tax preparation.

  • Organize Records: Gather existing financial records, tax filings, and income documentation.

  • Separate Tax Preparation from Ongoing Accounting: Distinguish daily bookkeeping and payroll needs from tax preparation matters.

  • List Priority Questions: Jot down immediate tax questions for your accountant to discuss during your initial consultation.

About Miller and McPhail, CPAs, PLLC

Located at 409 Harper Street, Suite 101, Chattanooga, TN 37405, Miller and McPhail provides tax preparation for individuals and businesses, bookkeeping/write-up, payroll services, financial statements preparation, and estate and trust tax services across East Tennessee.


For more details on local tax preparation, bookkeeping, and payroll services, visit Miller and McPhail, CPAs, PLLC.


Read the full local press release and service overview in our Original Press Release Document.

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