Professional Tax Services for Individuals, Corporations and More

We prepare tax returns for individuals, corporations, partnerships, trusts, estates, gift tax returns, and 5500’s. We don’t currently prepare taxes for non-profit entities or foreign business activity.

We offer comprehensive tax planning solutions tailored to lower taxes while simultaneously increasing wealth, answering questions, and solving problems unique to your situation. Our planning is designed for short term and long-term goals.

We use a secure portal to exchange documentation, communicate during tax preparation, obtain signatures, and receive payment for our fees. Your tax documents will be stored online for several years, while you’re a client, should you need copies for banking or other reasons.

We start each tax preparation engagement with a questionnaire and engagement letter. The engagement letter is mandatory but most of the questionnaire is not. However, the questionnaire is an important step in minimizing both your taxes and our fees.

We will not prepare a return for a corporation or partnership unless there is a formalized accounting system using traditional accounting software such as QuickBooks or something similar. Failure to have a formal accounting system prevents proper quality control and diminishes audit defense techniques.

Our services reduce the hassle and inconvenience of laborious tax preparation so that you have more time for other enjoyable endeavors.

We work with simple to complex tax returns, but we no longer prepare foreign business tax returns. Our foreign tax reporting is limited to standard FBARs and expat filing.

We offer tax planning to reduce near-term and long-term taxation while growing your wealth. We educate you on the affects of various strategies so you can prioritize your options to meet your goals.

We also offer tax projections to ensure you pay timely to minimize penalties and interest.

If you want to learn about new tax laws so you can take immediate action, we conduct annual tax law updates for those who are a part of our planning programs.

GFG provides quality control of a self-prepared personal return and financial assessment. This service starts at $500 and depends on complexity.

Client prepares their own return and GFG will provide the following services:

Disclaimer: This is not an exhaustive review but a general review.

Contact us today for more information about this service.

We prepare tax returns for S-corporations, C-corporations, partnerships, and single member LLCs. We minimize business owner taxation while maximizing owner benefits.

We offer business planning to ensure the formation you choose is appropriate for your goals. We identify which tax scheme is most appropriate and educate you on the additional compliance you must address for each entity.

Furthermore, we educate and deploy benefits for owners and employees thereby helping retain employees while minimizing risk and increasing wealth.

We prepare taxes for your trust to ensure it’s properly reported in accordance with trust documents. We work with the trust to report distributions and income.

Estate and Gift Tax returns influence one another and we ensure proper reporting to maximize the estate and gift tax exemptions.

We also work with your team of professionals (e.g. attorney, etc) to ensure you execute the proper trust to satisfy your legacy goals.