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Services

At Phillips Goodson & CO., LLC, we assist our clients in the following areas:

TAX DEPARTMENT

  • Business Tax Planning and Return Preparation
  • Individual Tax Planning and Return Preparation
  • Estate  and Trust Planning and Tax Preparation
  • Tax Consultation Services
  • Corporations/S Corps, LLCs/LLPs
  • Not-for-Profit Organizations
  • IRS Representation
     

AUDIT DEPARTMENT

  • Audit - an extensive examination with the highest level of assurance
  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal purposes 

ACCOUNTING SERVICES

  • Bookkeeping services:  Monthly, Quarterly, Annual
  • General Ledger and Bank Reconciliations 
  • Payroll Processing and Preparation
  • Quarterly Payroll Tax Preparation
  • Sales Tax Services
  • Property Tax  Preparation
  • Business Start-up Service Packages
  • Personal Financial Statements

MANAGEMENT CONSULTING SERVICES

  • Budgets, Forecasts, and Projections
  • Business Entity Selection
  • Business Acquisitions, Dispositions, and Mergers
  • Asset Acquisitions and Dispositions
  • Financing Solutions
  • Financial Planning
  • Investment Analysis
  • Accounting Software
  • Consultation
  • Litigation Support
  • Personnel Search

ELDERCARE SERVICES

  • Income Tax Planning and Preparation
  • Gift Tax Preparation
  • Estate Planning
  • Monitor Investments
  • Receiving, Depositing and Accounting for Income
  • Reconcile Monthly Bank Statements and Handle Paying Bills

Please contact us at (337) 234-1467 or visit our "Contact Us" page to e-mail one of our professionals for further information.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.