Services - JP Tax Service & Accounting

Our Services

Comprehensive tax, wealth, and legacy solutions designed to help you keep more of what you earn

1

Tax Preparation

Expert tax filing that maximizes deductions and minimizes your tax burden

๐Ÿ‘ฅ Who It's For

  • High-income earners seeking maximum deductions
  • Business owners with complex income streams
  • Self-employed professionals and freelancers
  • Real estate investors with multiple properties
  • Anyone tired of overpaying taxes

๐Ÿ“‹ What's Included

  • Comprehensive tax return preparation
  • Multi-state filing when applicable
  • Deduction optimization and analysis
  • Estimated tax payment calculations
  • Prior year amendments if needed
  • Electronic filing for fastest refunds

๐ŸŽฏ Expected Outcomes

  • Significantly reduced tax liability
  • Every legal deduction captured
  • IRS-compliant, audit-ready returns
  • Peace of mind knowing it's done right
  • Strategic insights for next year's planning
  • More money in your pocket
$43K Saved

"Janine found deductions my previous CPA missed for years. She saved me over $43,000 in just the first year!"

โ€” Robert M., Business Owner

2

Advanced Tax Planning / Keep More Academy

Year-round strategic tax planning that transforms how you build and protect wealth

12-Month Program Outline

  • Monthly strategy sessions with personalized tax roadmap
  • Quarterly tax projections and estimated payment optimization
  • Real-time tax law updates and how they affect YOU
  • Income timing and expense acceleration strategies
  • Retirement contribution optimization
  • Entity structure review and recommendations
  • Tax-efficient investment strategies
  • Year-end planning and implementation
  • 24/7 access to tax strategy portal
  • Priority email and phone support
  • Annual tax preparation included
  • Exclusive Keep More Academy resources

๐Ÿ’Ž Value Stack

  • Save 5-10x your investment in taxes
  • Proactive planning vs. reactive filing
  • Direct access to Janine year-round
  • Strategies most CPAs don't know
  • Tax-optimized business structure
  • Wealth-building framework included

โญ Client Outcomes

  • Average client saves $50K-$200K annually
  • Strategic entity restructuring saves thousands
  • Optimized retirement contributions
  • Tax-deferred wealth building strategies
  • Confidence in every financial decision
  • Sleep better knowing you're compliant
$187K Saved

"The Keep More Academy completely changed how I think about money. Janine's strategies saved me $187,000 and set up my retirement plan perfectly."

โ€” Dr. Patricia L., Medical Professional

3

Business Services

Complete business support from entity setup to payroll and everything in between

Entity Setup & Optimization

Choose the right structure (LLC, S-Corp, C-Corp) for maximum tax efficiency and asset protection. We handle all filing and compliance.

Bookkeeping Services

Monthly transaction recording, reconciliation, and financial statements. Always know exactly where your business stands financially.

Payroll Management

Full-service payroll processing, tax deposits, quarterly filings, W-2/1099 preparation. Compliant and on-time, every time.

S Corp Optimization

Strategic salary vs. distribution planning to minimize self-employment taxes while maintaining IRS compliance. Save $15K-$50K annually.

Retirement Plan Setup

SEP IRA, SIMPLE IRA, Solo 401(k), and defined benefit plans. Maximize contributions while minimizing current-year taxes.

Strategic Business Advisory

Growth planning, profit optimization, cash flow management, and exit strategy development for long-term success.

$92K Annual Savings

"Converting to an S-Corp and optimizing my payroll structure saved me $92,000 per year. The ROI was immediate and substantial."

โ€” Marcus D., Tech Consultant

4

Real Estate Tax Strategy

Specialized tax strategies for real estate investors to maximize deductions and defer taxes

๐Ÿ˜๏ธ Services Offered

  • Multi-State Strategy: Navigate complex multi-state tax situations with confidence
  • Short-Term Rentals: Maximize deductions for Airbnb and vacation rentals
  • Long-Term Rentals: Optimize passive income and depreciation strategies
  • 1031 Exchanges: Expert guidance on tax-deferred property exchanges
  • Depreciation Optimization: Accelerate deductions through strategic depreciation
  • Augusta Rule: Rent your home to your business tax-free (up to 14 days)
  • Cost Segregation: Referrals to specialists for maximum depreciation acceleration

๐Ÿ’ฐ Investor Benefits

  • Defer capital gains taxes indefinitely
  • Maximize depreciation deductions
  • Strategic loss harvesting
  • Entity structure for asset protection
  • Self-directed IRA real estate strategies
  • Portfolio optimization for tax efficiency
$156K Tax Deferred

"Janine structured my 1031 exchange perfectly and helped me defer $156,000 in capital gains taxes. Her real estate expertise is unmatched."

โ€” Lisa K., Real Estate Investor

5

Family + Legacy Planning

Protect your wealth and create a lasting legacy for future generations

๐Ÿ›๏ธ Estate Planning Services

  • Revocable Living Trusts: Avoid probate and maintain control during your lifetime
  • Irrevocable Trusts: Asset protection and estate tax reduction strategies
  • Will Creation: Ensure your wishes are honored and assets distributed properly
  • Asset Protection: Shield wealth from creditors and legal claims
  • Estate Tax Minimization: Strategic planning to reduce or eliminate estate taxes
  • Beneficiary Planning: Optimize how assets transfer to heirs

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Family Wealth Transfer

  • Multi-generational wealth planning
  • Gift and estate tax exemption strategies
  • Family limited partnerships
  • Charitable giving strategies
  • Special needs trust planning
  • Business succession planning
$2.1M Protected

"The trust structure Janine created protected $2.1M in assets and will save my family hundreds of thousands in estate taxes. True peace of mind."

โ€” Richard & Joan T., Retirees

Ready to Transform Your Financial Future?

Schedule your consultation today and discover which services will deliver the greatest impact for your situation.

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