Taxpayer Planning | Accounting 4 Business LLC

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Obtaining professional assistance in setting up your accounting system with a chart of accounts (index to your general ledger also known as your GL) with accounts to record and track your financial progress, and integrate tax compliance requirements for income taxes, payroll taxes, sales & use taxes, and/or other taxes, is a key part of taxpayer planning!

Keeping your transactions on a napkin or scratch paper, and tallying up figures at the end of the year for a tax preparer, is definitely NOT adequate! Working with an accountant that has a working knowledge of financial accounting, payroll accounting, AND tax accounting, year-round, is the best course of action that any taxpayer could engage in. Jeanine emphasizes the wisdom of businesses, other entities, and high-net-worth individuals/families investing their time, money, and energy, into obtaining year-round tax planning services. Once a year is NOT enough! – to be well-informed about your financial status and to make intelligent decisions about your tax situation.

Owners, managers, and high net-worth families should see their tax accountant, ideally an Enrolled Agent (EA) federally licensed by the US Department of the Treasury, prior to each quarter ending, and in January prior to the income tax season. This is to discuss the status of their accounts, financials, and for the tax accountant to update calculations of estimated taxes due. Planning enables taxpayers to take action before the consequences of not acting set in without any way out of a situation or any way of alleviating an inevitable circumstance. No one should like surprises! – especially surprises that require a large, unexpected drain on their financial resources. Planning can make a difference between an expensive result or a cheaper or non-existent reduction in financial resources.

Because of Jeanine’s expertise in taxation, and being an Enrolled Agent (EA) with a Master’s of Taxation Degree with 38 plus years of experience, she is well-suited to provide tax planning services. The best way to enhance your tax position is with careful planning – to ensure you will be prepared when tax time rolls around. Jeanine’s firm offers a full range of year-round accounting service packages that integrate tax planning services, including, but not limited to:

Individual Tax Planning
Business Tax Planning
Business Organization
Rental Properties
Sales and Exchanges
Education Planning
Home Purchase and Sale Planning

Jeanine's service plans include year round accounting and quarterly tax planning. Jeanine's weekend projects assistance for firms include accounting, tax planning, and taxpayer representation assistance for your company or your company's work in providing taxpayer representation.