214-997-3872
Tax · Bookkeeping · Trust Accounting

Tax preparation and accounting for individuals, businesses, and trusts.

GHL Financial Services prepares individual tax returns, supports business tax and bookkeeping needs, and maintains a specialty practice for trust tax and records.

GHL works from your records.Returns are prepared from organized records, and GHL asks for anything missing before preparation starts.
One team does the books and the return.GHL can keep a business's books, handle its payroll records, and prepare its return.
Trust returns are a specialty.GHL prepares Form 1041 returns and keeps trust books and distribution records, following the trust document.

Services

What would you like help with?

Choose a topic. We'll help you work out the details.

Prepare a tax return

GHL prepares personal, corporate, partnership, and trust returns.

Bookkeeping Services

Reliable books for better business decisions — and an easier tax season.

GHL provides ongoing bookkeeping for businesses that want accurate records, useful monthly financials, and fewer surprises at filing time.

Monthly reporting

  • Profit and loss statement
  • Balance sheet
  • Reconciliation status
  • Follow-up items

Designed for ongoing business bookkeeping. This is a separate service for business clients. Personal tax preparation does not require bookkeeping.

Discuss bookkeeping

Trust Services

Trust records that a trustee can hand over.

Form 1041 preparation, trust bookkeeping, distribution records and trustee reporting — kept in one place so the filing and the annual records come from the same set of books.

Trust bookkeeping and Form 1041 preparation are separately scoped services. Bookkeeping does not automatically include the return; what you engage GHL for is agreed, with fees, before work begins.

How a trust year moves

  1. Trust activity
  2. Books and categorized records
  3. Distributions and supporting documentation
  4. Form 1041 and beneficiary reporting
  5. Trustee-ready annual records

Getting started

Three steps to working together.

  1. Send an inquiry

    Tell GHL what you need, by form or by phone.

  2. Agree on scope and fees

    GHL contacts you about availability, scope and fees. Work starts only once both are agreed.

  3. Get portal access and send records

    GHL opens your Secure Client Portal access, and your records go there, never through email or the contact form.

Sending an inquiry does not begin an engagement or any paid work.

Contact GHL

Tell us what you need handled.

Tell GHL what you need help with. GHL looks at your records, your filing deadlines and the kind of help you want, then suggests a next step for personal, business, or trust work.

Next stepSubmitting this form does not begin work. GHL will contact you about availability, scope and fees.
Office hoursMon – Fri · 9 am – 5 pm CT
Prefer to call214-997-3872

Send GHL a request

A few short questions: who the work is for, the service, what you need, and how to reach you. You review everything before it is sent.

Start your request