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.

Business Tax Return Preparation

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

  • 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
  • Form 990 – Return of Organization Exempt from Income Tax

Individual Tax Return Preparation

GoJo Accountants handles your individual income tax return (Form 1040) and any additional forms or schedules, such as Schedules A through E, tailored to your unique tax profile.

As part of our individual tax preparation service, we provide:

  • Comprehensive Preparation and Accuracy Checks: All required tax forms are meticulously prepared and reviewed to ensure precise calculations.
  • Identification of Eligible Credits and Deductions: We assess your specific tax situation to ensure you benefit from all credits and deductions for which you are eligible, such as the Qualified Business Income (QBI) deduction, standard or itemized deductions, and other applicable tax credits. For clients interested in exploring additional ways to manage their tax outcomes, we also offer comprehensive tax planning services as a separate option.
  • Thorough Review and Audit Minimization: Each return undergoes a rigorous review for accuracy, leveraging advanced tax software to minimize the risk of an IRS audit before submission to the IRS and applicable state authorities.

Tax Planning and Advisory

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

Tax Planning for Future Savings

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 Services

Our tax advisory services provide ongoing guidance to help you manage your tax obligations throughout the year. This includes calculating estimated taxes to support cash flow management, avoid underpayment penalties, and align with quarterly tax requirements. Additionally, we work with clients to project the tax impacts of hypothetical scenarios, helping you make informed financial decisions and understand potential tax outcomes.

With GoJo Accountants’ tax planning and advisory services, you gain proactive guidance, scenario projections, and personalized strategies to navigate both immediate and future tax needs effectively.

Bookkeeping Services

As GoJo Accountants transitions away from providing direct bookkeeping services, we are committed to empowering small business owners to manage their own financial records effectively. Our team offers comprehensive QuickBooks Online training and guidance to help you maintain accurate and organized bookkeeping throughout the year.

QuickBooks Online Training

GoJo Accountants offers customized QuickBooks Online training to empower small business owners to manage their own bookkeeping confidently. Our training covers essential skills, from setting up a well-organized Chart of Accounts (COA) tailored to your business type to performing accurate bank reconciliations for clear cash flow management. You’ll learn to match your records with monthly bank statements, identify discrepancies, and gain a clear view of your cash position. By mastering QuickBooks, you’ll streamline your operations, maintain organized financial records, and be better prepared for tax season.

With GoJo Accountants QuickBooks Online training, you’ll have the knowledge and support needed to manage your business finances with confidence and accuracy.

Business Consulting

GoJo Accountants provides tax advisory services to help small businesses make informed, tax-efficient decisions. Our consulting includes guidance on entity structuring, recordkeeping, and the establishment of streamlined business processes to ensure that you maximize available deductions and credits.

We help you avoid common tax-season pitfalls, such as missing out on home-office or self-employed health insurance deductions as an S-corp shareholder due to incorrect procedural steps. By implementing effective practices throughout the year, you can confidently claim eligible deductions and credits, ensuring a smooth and optimized tax filing experience.