Goodman Bookkeeping & Tax Services
Our company is based on the belief that the client's needs are of the utmost importance. Our entire team is committed to meeting those needs. As a result, a high percentage of our business is from repeat customers and referrals. We welcome the opportunity to earn your trust and deliver you the best service we can provide. A major concept is "thinking out of the box" which enhances the services we provide our clients. Loyalty and confidentiality is strictly adhered to by all staff.
Our staff has perfected the "ACT!" system of recording tickler reminders for clients from when an estimate is due to when your professional license and sales tax is due in order for clients to maintain compliance. This service, in and of itself, has proved to be a valuable service our clients are greatly appreciative of.
My daughter Brittani is our Office Manager. She has achieved her 19th tax season in 2022 working for Goodman's.
As she grew up with all the benefits and drawbacks of tax season in her life, it seems obvious it is in her blood and I am pleased she has taken on the role she has within the company.
My mom Vyvyan is our Office Social Butterfly and while she has been retired from her legal secretary duties with Shumaker, Loop & Kendrick; she works in the office during the year for special projects, delivers client information and runs errands. She is a welcome and necessary part of our working team.
Tracey has been a welcome addition to our team since 2015 and has achieved her 7th year in 2022 working for Goodman's. She has already paved her way through by assisting the clients and taking over tasks such as the bkpg tasks, client pick ups and assisting me on Audits.
Lynn has also been a welcome addition to our team since 2019. While she intended to work part-time, she has completely stepped up to full time duties and is well versed in all phases of the company and client contact. She was hired as the Receptionist and she has excelled in a multitude of other areas in assisting the team such as filing, pulling files, monitoring due dates, calling clients for pick ups, etc.
The 2023 tax filing season will be my 40th Anniversary and I love it more now than I did when I first took the leap! While the Govt. strives for "tax simplification", we don't see it happening anytime soon! I would sincerely like to thank everyone for all the years of loyalty and we look forward to creating new as well as maintaining old loyalties. Terri Goodman
Please be sure to schedule an appointment for all pick ups and/or drop offs.
While we understand the impact current economic conditions have placed on us in our personal as well as business lives, it is our policy to not extend credit privileges for services. No staff has authority to breach this policy.
The IRS mandated e-filing beginning with 2010 income tax returns. While the IRS is mandating such, the cost of the tax program which allows the e-filing, isn't any cheaper and the IRS has added new forms as well. We want our clients to be prepared. Therefore, please understand that there are additional services that some clients request which will increase an invoice as well as the mandatory IRS forms or services will also increase an invoice.
If you have any questions, please feel free to speak to Brittani regarding your invoicing concerns. Partial payments are accepted but the returns will not be released nor e-filed until payment is received in full.
All services are to be paid for at pick up or prior to mailing. Postage charges will be added to mailed income tax packages and must be paid in full prior to mailing. We offer credit card convenience which all staff is capable of handling this method of payment. Accounts remaining unpaid over 30 days will accrue a $35/monthly billing charge as well as a 2% monthly finance charge until paid in full.
It is the policy of this firm to keep all information supplied to us for financial preparation of income tax returns and/or bookkeeping services to remain confidential and private to all outside parties except those present in the firm for the necessary need. No information will be supplied to any outside source unless your written acknowledgment is given which pertains to any insurance purpose, divorce proceedings, bankruptcy, personal loan, mortgage or any other legal necessity nor will any financial information be discussed with family or friends of client who are also clients of this firm. Confidentiality is highly advised and adhered to by all staff members.
We value your business, loyalty and your friendship.
We offer a $25 new client discount. We thank you for your loyalty and value the client who referred the new business.
VISA, Master Card & Discover Accepted
Income tax preparation is billed by form and bkpg
services are billed by hour. Quotes are not given
over-the-phone due to many unknown variables.
7429 International Drive, Suite B
Holland, Ohio 43528