Frequently Asked Questions

  • First things first, don't be nervous. We'll start with a free consultation to determine your tax or bookkeeping needs.

    Just fill out the Contact Form.

  • After the initial phone consultation, for your comfort we can schedule a personal Zoom call, Google Meet, or video chat on a social media platform.

    It’s all about your comfort level.

  • You will need your current, unexpired picture ID and social security number, along with your proof of income; W-2, 1099s, and proof of deductions. A previous year tax return may be asked for after consultation.

    If you have dependents, then their social security cards and date of birth will be needed, birth certificate, school/medical records for proof of address.

  • Make sure that you have written documentation of your income and any expenses.

    If you are not sure what expenses to claim, we can discuss that during your consultation.

  • At Goodman’s Accounting & Tax, LLC we strive to provide the best service at reasonable rates. Our fees vary based on they type of return that has to be filed and the services that you need.

  • We offer a few options for your convience. You can opt for the No Payment Upfront Option by having your fees deducted from your refund, or you can pay upfront through Zelle, Cash, or by card on a Square invoice.

    Payment is due at the time of service for taxes and payment setup will be discussed for bookkeeping services.

  • The IRS holds up to high security standards. Your documents, signature, and personal information are kept confidential on an encrypted external system.

    When uploading documents, all links are secure and password protected, only accessible by us.