GHL prepares the Form 1040 and the state returns that go with it for individuals and families. That includes wages, retirement income, investments, self-employment, rental property, Schedule K‑1s, estimated payments, and income earned in more than one state, all prepared from the records you provide.
The work begins with your prior-year return and what changed this year. We organize the open questions, identify records still needed, prepare the return, and review the filing picture with you before it is authorized for filing.
Compare return typesWhat GHL does depends on what your return actually involves. Not every item below applies to every return.
An inquiry, then a conversation about the return: who is filing, in which states, and what changed this year.
Last year's federal and state returns show carryovers, estimated payments, and the forms used before.
GHL reviews the records against the checklist and lists what is missing or unclear before preparation starts.
The return is prepared from the records, then reviewed before it goes to the filer.
The filer reviews the finished return and signs the e-file authorization. GHL files it and delivers a copy for the records.
A move, remote work, or rental property in another state can mean more than one state return, and the states can treat the same income differently.
Partnerships, S corporations, and trusts issue K-1s on their own timetable, and one late K-1 can hold up an otherwise finished return.
When a brokerage statement leaves out cost basis, the gain or loss on a sale is supported with the purchase records instead.
Self-employment, investment, and rental income often have no withholding, so the payments made during the year matter for the return.
The scope is reviewed before work begins, and the fee follows from it.
An engagement begins after the first conversation with GHL. This list helps you get ready for it.
Yes. GHL prepares the state income-tax returns that go with the Form 1040, including a return for each state where the filer lived or earned income.
GHL prepares what the records in hand support and completes the return when the K-1 arrives. When the deadline comes first, an extension of time to file is one option to discuss; it extends the time to file, not the time to pay.
Yes. GHL prepares Schedule C and Schedule E from the income and expense records the filer provides. When those records need bookkeeping first, GHL does that as its own work.
