File Right.
Plan Ahead.
Two distinct services, one trusted CPA. Tax preparation files your return accurately. Tax planning changes your tax outcome before the year ends. Know the difference — and get both done right.
Tax Preparation
Filing what happened
Tax preparation is backward-looking. We prepare and file accurate federal and state tax returns based on what already happened during the year.
Tax Planning
Changing what will happen
Tax planning is forward-looking. We help you evaluate options before year-end so you can make informed decisions before filing season arrives.
Tax Preparation — Filing Done Right
Accurate, CPA-prepared federal and state tax returns. Tax preparation is backward-looking: we report what happened last year accurately and compliantly.
What’s Included
- Federal and state income tax preparation
- Individual returns (Form 1040) and business entity returns (S-Corp, Partnership/LLC, C-Corp)
- K-1 preparation for all shareholders and partners (distribution to recipients is client’s responsibility)
- eFile included on every return
- Free extension filing if needed
- CPA consultation on every return
- Secure document portal via Financial Cents
- Clear fee quote before we begin
Tax Planning — Coming Soon in 2026
We are currently building our tax planning services — developing the right systems, workflows, and processes to deliver real, measurable results. We’re not rushing it.
Join the waitlist and we’ll notify you as soon as tax planning services are available.
Join the Waitlist →Good to Know — Setting Clear Expectations
- Tax preparation and tax planning are two separate engagements, each with their own written agreement and fee.
- If you receive an IRS or state notice after we file your return, see ‘What happens if I get audited?’ in the FAQ below — current clients have options.
- Payroll tax filings and withholding compliance are not part of tax preparation services.
- Foreign filing obligations (FBAR, Form 5471, foreign entity reporting) are not included and require a separate engagement.
- Prior year return amendments require a separate agreement and additional fee.
- Clients are responsible for transmitting all tax payments electronically to the IRS and applicable state authorities. Payment facilitation is not part of our services.
- If you have cryptocurrency, NFTs, or other digital asset transactions, disclose this upfront as it may affect your scope and fee.
For current Good CPA tax preparation clients, we offer correspondence audit representation as a separate engagement. This covers IRS and state notices requesting documentation or clarification on a return we prepared. Representation is billed hourly — active tax preparation clients receive a discounted rate. Contact us for current rates.
A separate written engagement letter is required before we begin any audit representation work.
For office audits, field audits, or any matter beyond correspondence, we will refer you to qualified representation. We will work with your new representative to ensure a smooth transition and provide access to your return file.
Note: Audit representation is available to current clients whose returns were prepared by Good CPA, PLLC only.
Tax Preparation Guarantee
If interest or penalties are assessed on your return due to an inaccuracy directly caused by our firm, we will review the issue and work with you to address it. This does not apply to incomplete or inaccurate information provided by the client or late filings.
Why It Matters
Reduce What You Owe
Strategic planning throughout the year identifies deductions, credits, and strategies that legally reduce your tax bill.
Stay Fully Compliant
Never worry about missing deadlines, underpaying estimates, or triggering an audit. We keep you on the right side of the IRS.
No More Surprises
We tell you what you owe before tax season arrives — so you can plan ahead, not scramble at the last minute.
Ready to Get Started?
Schedule a free 15-minute consultation and find out how Good CPA can help you file accurately, stay compliant, and never get surprised at tax time.