Individual and Estate Tax Services

  • Individual Income Tax Planning and Preparation
  • Tax Research and Consulting on Complex Tax Matters
  • Tax Controversies and Audit Representation
  • Family Wealth Planning
  • Retirement Planning
  • Estate, Gift, Trust, and Charitable Tax Planning and Preparation
  • Business Succession Planning
  • Personal Chief Financial Officer Services
Godecke Clark’s highly qualified professional team has an extensive knowledge of individual and business tax planning strategies. We make an aggressive effort to be up-to-date on current tax laws, as well as potential legislation and how it will affect your business or personal income tax situation. We work forcefully in the interest of our clients to minimize income tax liabilities and maximize income tax savings with resourceful, and legitimate, income tax deductions.

We offer these services in all areas of tax planning, preparation, and consulting keeping in touch with an ever changing tax environment and we enjoy being the vigilant eye for your tax issues.

When a trust is established, a Federal and State income tax return is required. We can advise you regarding the necessary returns and prepare them as needed.
Effective estate tax planning is essential. We believe that our high net worth clients will benefit from our knowledgeable and experienced staff professionals in the area of estate tax planning. Together as a team we can strategize and plan for the distribution of your wealth to your children and grandchildren. With effective estate planning, we can minimize the tax burden on your estate and maximize the amount that your beneficiaries receive.
We also offer trust accounting for various trusts that are established such as Credit Trusts, Bypass Trusts or Survivor’s Trusts. As a trustee there are certain fiduciary responsibilities that must be followed according to the Uniform Principal and Income Act. We can assist you in making sure you follow those guidelines.