Tax Services
Individual, Business, and Estate Tax Services
Strategic Tax Guidance for Every Stage of Your Financial Journey
At Godwin & Associates, CPA PLLC, we take a proactive, relationship-focused approach to tax planning and compliance. As your trusted advisors, we evaluate your complete financial picture, anticipate challenges, and guide you through every aspect of the tax landscape with clarity and confidence.
Our goal is simple:
Minimize your tax liability, protect your income, and help you plan for a stronger financial future.
We stay fully informed on evolving federal, state, and local tax laws, ensuring you never miss a deduction, credit, or tax-saving opportunity. Whether you are an individual taxpayer, a business owner, or someone needing support with estate or trust matters, we provide the expertise and year-round guidance you deserve.
Individual Tax Preparation & Planning
Tax preparation is more than filling out forms—it’s about understanding your goals and giving you a roadmap for long-term financial success. We work closely with you to reduce tax liability, avoid surprises, and make sure your return is accurate, compliant, and filed on time.
Our Individual Tax Services Include:
• Accurate and timely preparation of federal and state tax returns
• Tax planning tailored to your personal financial goals
• Estimated tax calculations for self-employed individuals
• E-filing and direct deposit for faster refunds
• Filing extensions and calculating estimates to avoid penalties
• Ongoing advisory to ensure you maximize all eligible credits and deductions
Business Tax Preparation & Compliance
As a business owner, your focus is on innovation, growth, and daily operations—not navigating complex tax laws or managing detailed financial records. As your year-round tax partner, we simplify your compliance requirements and implement strategies that strengthen your business financially.
Make it stand out.
It all begins with an idea. Maybe you want to launch a business. Perhaps you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Our Business Tax Services Include
• Federal and state income tax return preparation
• Local and state sales tax compliance
• Payroll tax preparation and filings
• Profit and loss statements
• Business structure planning (S-Corp, C-Corp, LLC)
• Mergers and acquisitions tax support
• Strategies to minimize tax liability and enhance operational efficiency
Whether you’re scaling, hiring, or reassessing your structure, now is the perfect time to review tax strategies that protect your bottom line.
Year-Round Tax Planning & Advisory
Actual tax efficiency comes from planning—not reacting at tax time. Our team works with you throughout the year to protect your income, strengthen your financial foundation, and keep your tax obligations predictable.
How We Support Your Financial Success All Year:
• Comprehensive analysis to ensure you receive every credit and deduction
• Setup of compliant recordkeeping systems that meet IRS standards
• Ongoing tax planning to proactively reduce next year’s tax burden
• Reviewing and adjusting withholding for accurate tax outcomes
• Strategies to defer tax through retirement plans and pension contributions
• Guidance on investments that generate tax-advantaged income
If your goal is financial success, our mission is to help you reach it.
Estate & Trust Tax Planning and Preparation
Estate and trust tax strategies are essential for protecting your wealth and ensuring a secure future for your loved ones. These matters are complex and require specialized expertise, but they are not only for the wealthy—anyone with dependents, assets, or a business can benefit.
As your trusted advisor, we help you structure an estate and trust plan that preserves your assets, minimizes tax exposure, and aligns with your long-term objectives.
Why Estate & Trust Planning Matters
• Protects your assets and business interests
• Reduces the tax burden on your beneficiaries
• Ensures your wishes are properly carried out
• Creates financial security for future generations
Our team brings years of specialized fiduciary tax experience and works closely with attorneys, investment advisors, and financial planners to build a fully coordinated plan.
Our Estate & Trust Tax Services Include:
• Allocating and distributing assets to spouses, children, trusts, and charities
• Reviewing estate plans and trust documents to ensure goals are met
• Gift tax returns and tax-efficient gifting strategies
• Business succession planning
• Trust administration and compliance
• Trust income tax returns (Form 1041)
• Estate tax returns (Form 706)
Start Planning Your Financial Future Today
Whether you need individual tax guidance, business tax support, or estate and trust planning, Godwin & Associates, CPA PLLC, is here to help you navigate every step with clarity and confidence.