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Tax Return

With the tax code changing every year, preparing your tax return can seem like a daunting process. At Goodis & Company, we use the latest technology to monitor tax developments and prepare your tax return.


Our clients receive personalized tax organizers to facilitate the tax preparation process. We'll review your personal tax situation to identity tax savings opportunities and ensure your tax return is prepared accurately.  

  • Individual tax returns

  • Corporate tax returns

  • Partnership tax returns

  • LLC tax returns

  • Trust tax returns

  • Estate income tax returns

  • Gift tax returns

Small Business


As a business owner, you tackle many roles to keep your business running. With a trusted advisor to handle your accounting needs, you'll receive accurate, up-to-date company books to plan for taxes, obtain loans, secure funding, and make informed decisions for your business.

  • Bookkeeping

  • Financial statements

  • Cash flow management

  • Budgeting

  • QuickBooks support

  • Payroll support

  • Sales Tax Reporting

Tax Planning


Tax planning can help preserve your wealth and protect your assets over the long term. Understanding what situations or events can trigger taxes is key to achieving your wealth preservation goals. Our tax planning service involves a full analysis of your tax situation to identify short and long term tax saving opportunities.  

  • Retirement planning

  • Business entity structure decisions

  • Tax credit analysis

  • Like-kind exchanges

  • Accelerated depreciation 

  • Sale of closely held business

  • Cost segregation 

  • Income shifting

  • Succession planning

  • Charitable giving

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