Phillips Goodson & Co LLC

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Tax Reporting Service, Accountants-Certified Public, Tax Return Preparation

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Today: 7:30 am - 5:30 pm

Tomorrow: 7:30 am - 5:30 pm

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(337) 234-1467Visit WebsiteMap & Directions120 Oil Center DrLafayette, LA 70503 Write a Review

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Regular Hours

Mon - Thu:	7:30 am - 5:30 pm
Fri:	8:00 am - 12:00 pm

Places Near Lafayette with Tax Reporting Service

Broussard (8 miles)
Scott (8 miles)
Youngsville (12 miles)
Carencro (13 miles)
Milton (13 miles)
Breaux Bridge (13 miles)

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General Info: For over 40 yrs, we have served Lafayette & the surrounding community of businesses & families. While always striving to anticipate our clients' needs & opportunities, we also understand the importance of listening to our clients. We are then able to give them the individual attention they should receive from their CPA firm
Email: office manager
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Services/Products: Accounting Bookkeeping Individual, Corporate, Partnership, Estate & Trust Tax Return Preparation Audit, Compilation & Review Services IRS Representation Financial & Estate Planning Payroll Services Eldercare Services Foreign Taxation
Payment method: check
Location: Located at the corner of Oil Center Drive and Heymann. Physical address is 120 Oil Center Drive, Building 12, Lafayette, LA 70503.
Other Link: http://www.phillipsgoodsoncpa.com
Categories: Tax Reporting Service, Accountants-Certified Public, Tax Return Preparation
Other Information: Certifications: Certified Public Accountants

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Phone: (337) 234-1467

Address: 120 Oil Center Dr, Lafayette, LA 70503

Website: http://www.phillipsgoodsoncpa.com

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Phillips Goodson & Co LLC

Tax Planning
Estate Taxes
Roth IRA
A qualified retirement plan in which earnings grow tax deferred and distributions are tax free. Contributions to a Roth IRA are generally not deductible for tax purposes, and there are income and contribution limits. Roth IRA contributions cannot be made by taxpayers with high incomes. To qualify for the tax-free and penalty-free withdrawal of earnings, Roth IRA distributions must meet a five-year holding requirement and occur after age 59½. Tax-free and penalty-free withdrawal also can be taken under certain other circumstances, such as after the owner’s death. The original Roth IRA owner is not required to take minimum annual withdrawals.
Tax Deductions
An amount that can be subtracted from a taxpayer’s income before taxes are calculated. Taxpayers may use the standard deduction or may itemize deductions if allowable itemized deductions exceed the standard deduction.
Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Capital Gains Taxes

Mutual Funds
A mutual fund offered by an investment company that specifically pursues substantial capital gains. Mutual fund balances are subject to fluctuation in value and market risk. Shares, when redeemed, may be worth more or less than their original cost. Mutual funds are sold only by prospectus. Individuals are encouraged to consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and other information about the investment company can be obtained from your financial professional. Read it carefully before you invest or send money.
Bonds
Money Market Funds
Assets that are most easily converted into cash and which have a very low risk of price fluctuation. For example, money market funds may be considered a cash alternative. Money held in money market funds is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Money market funds seek to preserve the value of your investment at $1.00 a share. However, it is possible to lose money by investing in a money market fund.

Accounting Services

Retirement Planning
A one-time payment of the entire amount held in an employer-sponsored retirement, pension plan, annuity, or similar account, rather than breaking payments into smaller installments.
Annuities
A contract with an insurance company that guarantees current or future payments in exchange for a premium or series of premiums. The interest earned on an annuity contract is not taxable until the funds are paid out or withdrawn. Withdrawals and income payments are taxed as ordinary income. If a withdrawal is made prior to age 59½, penalties may apply. The guarantees of an annuity contract depend on the issuing company’s claims-paying ability. Annuities have fees and charges associated with the contract, and a surrender charge also may apply if the contract owner elects to give up the annuity before certain time-period conditions are satisfied.
Long Term Care
Insurance that covers the cost of medical and non-medical services needed by those who have a chronic illness or disability—most commonly associated with aging. Long-term-care insurance can cover the cost of nursing home care, in-home assistance, assisted living, and adult day care.
Asset Management
A method of allocating funds to pursue the highest potential return at a specific level of risk. Asset allocation normally uses sophisticated mathematical analysis of the historical performance of asset classes to attempt to project future risk and return. Asset allocation is an approach to help manage investment risk. It does not guarantee against investment loss.
Living Trusts
A trust is a legal arrangement that creates a separate entity which can own property and is managed for the benefit of a beneficiary. A living trust is created while its grantor is still alive. A testamentary trust is created upon the grantor’s death—usually by another trust or by a will. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.
Charitable Remainder Trusts
A trust established for the benefit of a charitable organization under which the grantor can designate an income beneficiary to receive payment of a specified amount—at least annually—from the trust. The grantor may also be the income beneficiary. On the death of the grantor, remainder interest in the trust passes to the charitable organization. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.
Charitable Lead Trusts
A trust established for the benefit of a charitable organization under which the charitable organization receives payment of a specified amount (at least annually) from the trust. On the death of the grantor, remainder interest in the trust passes to his or her heirs. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.

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