Welcome to Goodman's Tax Consulting

We are excited to assist you with your tax preparation.

Before you begin, please take a moment to review the process so your return can be completed accurately and without delay.

How This Process Works

You will complete two steps:

Step 1
Tax Intake Information

Step 2
Tax Agreement and Disclosures

Both steps must be completed before your return can be prepared.

Important Information

Please answer all questions honestly and completely. Incomplete or inaccurate information may result in delays, missed deductions, or filing issues.

Submitting this intake does not mean your return has been filed. It simply allows our office to review and prepare your tax return once all required documents and agreements are received.

What You Will Need

Have the following ready:

  • W 2 forms

  • 1099 forms

  • Business income and expense records

  • Mileage logs

  • Childcare statements

  • Student loan interest

  • Mortgage interest

  • Property tax statements

  • Last year tax return if available

If you are filing a business return, please also have your business bank statements and profit and loss information ready.

Your Privacy Matters

Your information is submitted through a secure system and is used only for tax preparation and compliance purposes.

Estimated Time

Most clients complete this process in 10 to 15 minutes.

Ready to Begin

When you are ready, click the button below to start your tax intake.