Tax Services

At Godsey & Gibb, we respect the uniqueness of each client’s investment needs and expectations.

Tax planning, advisory, and preparation services are offered to our clients by our in-house CPA and team of tax professionals.

PREPARATION OF FEDERAL AND STATE INDIVIDUAL AND FIDUCIARY INCOME TAX RETURNS

We work with each of our clients to ensure that they receive the highest level of personal service and dedicated tax preparation. Tax planning and strategy is coordinated with your relationship manager. We work together to gather historical and forecast data to calculate quarterly estimates, and also review income and expenses near the end of the year for year-end tax planning. Our in-house CPA and team of tax professionals coordinate with your Wealth Management Advisor for the payment of taxes which may be due as well as quarterly estimates.