I need an individual return or tax planning.
Start here for Form 1040 work, K-1s, estimates, notices, investment income, or filing-year questions.
Personal tax helpTax preparation and accounting for individuals, businesses, and trusts.
IndividualsForm 1040 tax preparation
BusinessesReturns, books, and payroll support
TrustsTrust tax and record support
Choose Your Lane
Start with the situation that sounds like yours.
Most visitors arrive with one urgent question. These paths make the first click simpler before the work is scoped during intake.
I need books, payroll, or a business return.
Use this path when bookkeeping, payroll records, entity returns, cleanup, or financial statements are part of the picture.
Business supportI need trust tax or recordkeeping help.
Start here for Form 1041, trust books, distributions, trustee reporting, or Spendthrift Trust record questions.
Trust supportMember Learning Center
Member guide library and Diagram Builder for trust workflows.
Available to active clients and members. Browse diagram guides for trust setup, asset transfers, expense coding, year-end reporting, banking, note payable tracking, and trust administration — plus the Diagram Builder for exporting your own trust / entity structure diagrams.
Our Services
Tax preparation works better when the books are ready.
GHL connects the work many firms separate: personal and business tax preparation, monthly bookkeeping, payroll, planning, and specialty Spendthrift Trust support.
Now acceptingNew tax preparation, bookkeeping, and trust accounting clients for the 2026 filing season.
1040
Individual tax
Personal filing documents reviewed with planning context.
01For Individuals & Families
Personal tax preparation with fewer surprises.
From a straightforward Form 1040 to returns with K-1s, investment income, multi-state activity, or quarterly estimates, the work starts with the right context.
What GHL Handles
- Individual Tax Returns
Form 1040 preparation with the schedules and documentation your situation requires
- Tax Planning
Year-round review of withholding, estimates, income changes, and deduction timing
- Tax Compliance
Quarterly estimates, state filing questions, and IRS correspondence support
OutcomeYour return is accurate, on time, and supported by planning so tax season does not become a surprise.
BKS
Business records
Books, payroll, and entity activity kept tax-ready.
02For Business Owners
Bookkeeping, payroll, and business tax kept in sync.
GHL helps LLCs, C-Corps, S-Corps, partnerships, and sole proprietors keep the back office tax-ready through the year.
What GHL Handles
- Business Tax Returns
1120, 1120S, 1065, and Schedule C preparation supported by clean financial records
- Bookkeeping
Monthly transaction review, categorization, reconciliation, and financial statements
- Payroll Service
Payroll coordination, filing support, W-2/W-3, 941, and 940 recordkeeping
- Business Formation
Entity setup coordination, EIN support, and operating context for tax planning
OutcomeYour books, payroll, statements, and filings stay connected through the year.
1041
Trust specialty
Trust books, distributions, and reporting records organized.
03Specialty Practice
Spendthrift Trust tax and bookkeeping support.
Specialized support for Form 1041 preparation, trust bookkeeping, distribution records, and trustee reporting.
What GHL Handles
- Trust Tax Preparation
Form 1041 preparation and related trust filing support
- Trust Bookkeeping
Transaction tracking and records designed for trustee review and tax preparation
- Distribution Documentation
Support for documenting beneficiary distributions and trustee decisions
- Stakeholder Communication
Reporting support for trustees, beneficiaries, and advisors
OutcomeThe annual Form 1041 is supported by clean books, documented distributions, and trustee-ready records.
The GHL Service Suite
One team for every stage of your taxes and books.
The work is connected by design: clean books support better planning, better planning supports the return, and the return informs the next year for individuals, businesses, and trusts alike.
01Foundation
Bookkeeping & Records
Individuals, businesses, and trusts that need clean records before filing decisions are made.
- Monthly transaction review
- Bookkeeping and payroll
- Financial statements
- Annual account review
02Filing Season
Tax Preparation
Clients who need accurate personal, business, or trust returns prepared from organized records.
- Form 1040 personal returns
- 1120 / 1120S / 1065 business returns
- Form 1041 trust returns
- Quarterly estimate review
03Ongoing Advisory
Planning & Operations
Clients who want tax questions, books, payroll, and trust records managed through the year.
- Year-round tax planning
- Entity and activity context
- Stakeholder reporting support
- Planning questions before deadlines
How GHL Works
A calmer intake before tax season pressure starts.
The first job is not to collect every document. It is to understand the work, protect sensitive records, and route the request to the right tax, bookkeeping, payroll, or trust support path.
Route the work
GHL starts by identifying the service lane, filing year, deadlines, entity type, and records involved.
Move records securely
Sensitive tax, payroll, trust, and account records are requested through the right secure channel after intake.
Prepare with context
Tax, bookkeeping, payroll, or trust support moves forward with the filing picture and record trail connected.
Personal, business, and trust work are scoped before documents move.
Legal trust questions stay with qualified legal counsel.
Client conversations can be supported in English, Spanish, and French.
Who We Are
Tax and accounting support with a trust specialty.
GHL Financial Services supports individuals, business owners, and trustees with tax preparation, bookkeeping, payroll coordination, and year-round planning.
Tax Professional & Managing Partner
Corinne Shipman, MBA, MSM
Corinne leads GHL's tax preparation and advisory work for individuals, businesses, and Spendthrift Trust clients. She keeps the filing picture connected to the books, records, and planning questions behind each engagement. Fluent in English, Spanish, and French.
Partner · Business Operations
Mike Shipman
Mike is Corinne's partner in the firm and runs the operational side of GHL — invoicing, workflow management, site development, and service quality. His focus on business operations keeps the firm running so Corinne can stay focused on clients.
Trust Education & Client Support
Bryan
Bryan supports GHL clients through trust education, onboarding resources, and step-by-step guidance. His work helps clients understand the records, documents, and operating habits that keep a Spendthrift Trust easier to administer.
Client Stories
Work with people who answer the phone.
A few words from individuals, business owners, and trustees who trust us with their taxes and books.
Verified Feedback
Leave a reviewReviews are being collected with approval first.
GHL does not publish sample quotes. Until verified reviews are approved, clients can expect direct communication, secure record routing after intake, and service recommendations based on the records and deadlines involved.
Start With The Right Context
Tell us what you need handled.
Use the form to route your request to the right lane. We review the records, tax timing, filing needs, and support required before recommending a next step for personal, business, or trust work.
01Send the situation
Share the service need, tax year, deadline, and high-level context.
02GHL reviews the lane
We identify the records, timing, and service path before documents move.
03Next step is routed
You receive the appropriate follow-up, portal direction, or intake request.
Typical responseWithin one business day
Office rhythmMon – Fri · 9 am – 5 pm CT