Our Services

Tax Preparation

At GoJo Accountants, we offer comprehensive preparation and e-filing services for federal and state income tax returns. Serving individuals, small businesses, and sole proprietors, we ensure your returns are filed accurately and on time.

E-File Services

Complimentary e-filing is included with all our tax preparation services, allowing for efficient and secure submission of your returns. For any returns not eligible for e-filing, clients will be responsible for completing the paper filing.

Tax Forms

Our team is experienced in preparing a range of tax returns, including:

  • Form 1040 – U.S. Individual Income Tax Return
  • Form 1065 – U.S. Return of Partnership Income
  • Form 1120 – U.S. Corporation Income Tax Return
  • Form 1120-S – U.S. Income Tax Return for an S Corporation
  • Form 1041 – U.S. Income Tax Return for Estates and Trusts

Tax Year 2025 Preparation Service Packages Include:

  • Preparation and complimentary e-filing of returns
  • Video walkthrough of tax return results
  • Initial review and guidance on next steps for any tax notices received for returns we prepared
  • Up to 30 minutes of ad-hoc support for basic tax questions during the 2026 calendar year
  • IRS Transcript Monitoring (Individual taxpayers only)

Tax Planning

GoJo Accountants offers customized tax planning services to support your individual and small business goals, maximizing both long-term tax efficiency and ongoing compliance.

Tax Returns Tell the Story. Planning Helps You Rewrite the Next Chapter.

Our tax planning services focus on strategies designed to reduce future tax liabilities and align with your financial goals. While tax preparation ensures you take advantage of current-year deductions and credits, effective tax planning identifies opportunities to minimize taxes over the long term. By developing a tailored tax plan, we help you proactively manage tax impacts related to:

  • Equity Compensation
  • Cryptocurrency Transactions
  • Sale of Personal or Business Property
  • Business Restructuring
  • Passive Income Strategies
  • Tax-Efficient Investment & Retirement Planning
  • Maximization of Itemized Deductions
  • Future Tax Credit Optimization

 

Tax Advisory

GoJo Accountants provides tax advisory services to help individuals and small businesses make informed, tax-efficient decisions. Our guidance is tailored to your specific circumstances, with a focus on clear communication and full compliance.

Our Tax Advisory Services Include:

  • Estimated Tax Calculations
    Calculate quarterly payments to support cash flow and avoid underpayment penalties.

  • Scenario-Based Projections
    Analyze the tax impact of key decisions such as a property sale, exercising incentive stock options (ISOs), or converting to an S-Corp — so you can plan ahead with confidence.

  • Entity Structuring Guidance
    Receive advice on selecting and maintaining the appropriate tax classification (e.g., sole proprietorship, partnership, S corporation, or C corporation) based on your business structure and goals.

  • Recordkeeping & Operational Support
    Guidance on maintaining the documentation required to substantiate tax positions, such as business mileage logs and material participation hours for REPS.

  • S-Corp Shareholder Guidance
    Navigate specific issues such as home office reimbursements, self-employed health insurance deductions, and reasonable compensation.

  • Strategic Deduction Planning
    Identify opportunities to maximize deductions and credits by aligning financial decisions with tax timing rules.

GoJo Accountants delivers actionable tax advice to help you stay compliant, optimize deductions, and make confident financial decisions.