Who this is for
- Individuals and families filing Form 1040
- Business owners with Schedule C, C-Corp, S-Corp, or partnership activity
- Clients with K-1s, investment income, multi-state questions, or tax notices
- Trustees who also need Form 1041 support
Personal, business, and trust tax returns
GHL prepares accurate, organized tax returns from the records behind the filing. Each engagement starts with a conversation about the entity, last year’s return, what changed, the estimated payments, and which states are involved.
Compare servicesHow a return gets done
- 01You tell GHL about the return.
- 02GHL reviews your documents.
- 03GHL prepares the return.
- 04You and GHL plan the filing.
The Service
Who it’s for, and what GHL handles
Included in this work
- Form 1040 personal tax preparation
- 1120, 1120S, 1065, and Schedule C business returns
- Quarterly estimate and withholding review
- State filing and compliance support
- Documents sent through the Secure Client Portal once the engagement starts
Returns Prepared
Four returns, and what each one takes.
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
Scope And Fees
What affects your preparation fee
The scope is reviewed before work begins. Fees depend on the returns, records, and follow-up required for an accurate filing.
- Return type and filing complexity
- Number of entities, owners, beneficiaries, Schedule K-1s, and states involved
- Quality and completeness of the records provided
- Bookkeeping, reconciliation, reconstruction, or cleanup needed before preparation
- Notices, amended information, or additional research outside the original scope
Bookkeeping and cleanup are separate services. GHL will identify additional work before proceeding whenever practical.
Records To Gather
What to gather
An engagement begins after the first conversation with GHL. This list helps you get ready for it.
- Prior-year federal and state tax returns
- W-2, 1099, K-1, brokerage, retirement, and income statements
- Business profit and loss, balance sheet, and payroll records
- IRS or state notices, if any
Who does the work
- Corinne Shipman, MBA, MSM, leads GHL's tax and trust practice and has more than 12 years of tax experience.
- GHL prepares returns for individuals, businesses, partnerships, and trusts, including Form 1041.
- Corinne works with clients in English, Spanish, and French.
- Clients send their documents through the Secure Client Portal.
Common Questions
Tax preparation FAQs
Can GHL prepare both personal and business returns?
Yes. GHL prepares individual returns and business returns, including common entity filings, when the books and supporting records are available for review.
Do I need clean books before tax preparation starts?
Clean records make the return faster and more accurate. If records are incomplete, GHL will identify what is missing and may recommend bookkeeping cleanup before filing.
Can GHL help with estimates or extension timing?
Yes. Intake includes review of deadlines, estimated payments, extensions, and obvious missing documents so the filing plan is clear.