Tax preparation and accounting for individuals, businesses, and trusts.
Services
How we can help.
GHL serves individuals, businesses, and trusts, from the tax return to the books and records behind it.
Tax Preparation
- Who it’s for
- Individuals, families, and business owners filing personal, business, or partnership returns.
- What GHL handles
- Personal, business, and partnership tax returns, prepared from organized records.
Tax Planning
- Who it’s for
- Business owners with changing income, and individuals with K-1s, investments, or multi-state questions.
- What GHL handles
- Planning ahead of filing deadlines and the decisions that shape the return.
Bookkeeping
- Who it’s for
- LLCs, corporations, partnerships, and sole proprietors that need monthly books.
- What GHL handles
- Organized monthly business records and financial reporting.
GHL specialty
Trust Bookkeeping
- Who it’s for
- Trustees who need the trust's books, distributions, and records kept through the year.
- What GHL handles
- Trust bookkeeping, distribution records, and trustee reporting, with the Form 1041 prepared from those books.
GHL specialty
Trust Tax Preparation
- Who it’s for
- Trustees filing an annual Form 1041, including trusts issuing Schedule K-1s to beneficiaries.
- What GHL handles
- The Form 1041 and a Schedule K-1 for each beneficiary who received a distribution, prepared from the trust's books.
Tax Services
Tax returns we prepare.
GHL prepares personal, corporate, partnership, and trust returns. Each engagement is matched to the records, reporting, and filing requirements for that return type.
Personal returns
Form 1040
For individuals and families — a straightforward filing, or one carrying investment income, rental property, K-1s, or income in more than one state.
- Federal and state returns
- W-2, self-employment, and retirement income
- Quarterly estimates and prior-year review
Business returns
Form 1120 · Form 1120-S
For owner-operated C and S corporations, where the return and what the owner reports personally have to agree with each other.
- Shareholder K-1s
- Officer compensation review
- Depreciation and book-to-tax adjustments
Partnership returns
Form 1065
For partnerships and multi-member LLCs, where the allocations and the capital accounts are settled before anything is filed.
- A K-1 for every partner
- Partner capital account reporting
- Guaranteed payments and allocations
Trust returns
Form 1041
For trustees and fiduciaries reporting what the trust earned, what it deducted, and what reached the beneficiaries.
- Beneficiary Schedule K-1s
- Distribution deduction calculations
- Trust accounting coordination
Tax return preparation checklist What to gather for each return, and how to send it.
Bookkeeping Services
Reliable books for better business decisions — and an easier tax season.
GHL provides ongoing bookkeeping for businesses that want accurate records, useful monthly financials, and fewer surprises at filing time.
Designed for ongoing business bookkeeping
This is a separate service for business clients. Personal tax preparation does not require bookkeeping.
What’s included
Monthly bookkeeping, clearly defined.
- Transaction reviewBusiness income and expenses categorized to the appropriate accounts.
- Account reconciliationBank and credit-card balances matched to supporting statements.
- Financial statementsMonthly profit and loss and balance-sheet reporting.
- Payroll coordinationPayroll entries recorded and tied to the business books.
- Books reviewUnusual balances, missing information, and open questions identified.
- Tax-ready handoffYear-end records organized for business tax preparation.
Monthly reporting
- Profit and loss statement
- Balance sheet
- Reconciliation status
- Follow-up items
Trust Services
How a trust year moves
- Trust activity
- Books and categorized records
- Distributions and supporting documentation
- Form 1041 and beneficiary reporting
- Trustee-ready annual records
Trust records that a trustee can hand over.
Form 1041 preparation, trust bookkeeping, distribution records and trustee reporting — kept in one place so the filing and the annual records come from the same set of books.
How an engagement runs
Work moves through GHL in five steps.
Inquiry
Tell GHL what you need. Submitting a request does not begin work.
Scope
GHL contacts you about availability, scope and fees.
Secure records
Once an engagement starts, documents go through the Secure Client Portal.
Preparation or monthly work
Returns are prepared from organized records; books are kept month by month.
Review and delivery
GHL goes over the finished work with you; a return is filed only after you authorize it.
Tell us what you need handled.
Tell GHL what you need help with. GHL looks at your records, your filing deadlines and the kind of help you want, then suggests a next step for personal, business, or trust work.