Business Details
16 Years
experience
Trusted Accounting Services for Individuals and Small Businesses in Florida
Founded in 2010 by Shanyn Smith, Four Leaf Tax & Bookkeeping has established itself as a trusted partner for individuals and small businesses seeking expert financial guidance. Our team combines decades of corporate accounting experience with a personalized approach to tax preparation, bookkeeping, and strategic financial planning. We specialize in tailoring solutions to meet the unique needs of each client, ensuring compliance while optimizing financial health.By prioritizing regular client consultations and proactive tax strategies, we help clients minimize liabilities and maximize growth opportunities. Our services extend nationwide, supported by partnerships with payroll providers and a commitment to delivering actionable insights that empower informed decision-making.
Services
Tax Preparation
Bookkeeping
Financial Planning
Tax Consulting
Business Consulting
Details
- Year established: 2010
Highlights and features
- We offer personalized financial guidance tailored to individual client needs
- Our team combines 20+ years of corporate accounting experience with practical expertise
- We provide nationwide service accessibility for clients across the USA
- We offer free tax consultation for the entire tax year after initial service
- We partner with trusted payroll providers for seamless business support
Services
Tax Preparation
We prepare accurate tax returns for individuals and businesses while identifying deductions to minimize liabilities. Our proactive approach includes year-round consultations to optimize tax positions. Services cover income tax, sales tax, and payroll tax preparation with compliance assurance.
Bookkeeping
Maintain organized financial records with our comprehensive bookkeeping services. We handle account entries, bank reconciliations, and financial reporting to ensure accurate business documentation. Our systems support informed decision-making and regulatory compliance for small businesses.
Financial Planning
Develop strategic financial plans to improve business performance and personal wealth management. We analyze spending patterns, create budgets, and provide actionable recommendations to enhance financial health. Services include cash flow analysis and long-term financial strategy development.
Tax Consulting
Navigate complex tax regulations with expert consulting services. We offer guidance on tax compliance, surplus revenue statements, and audit representation. Our proactive strategies help businesses minimize risks while maximizing tax benefits through personalized consultation.
Business Consulting
Receive tailored business consulting services covering setup, financial analysis, and operational improvements. We develop customized business plans, implement reporting systems, and provide succession planning guidance. Our consulting helps establish strong financial foundations for sustainable business growth.
People
Shanyn Smith
Founder
Founder with 20+ years corporate accounting experience. Graduated from California State University with Business Administration degree. Transitioned from corporate roles to establish Four Leaf Tax & Bookkeeping in 2010, focusing on personalized client service.
Questions
Do I need to file taxes if my income is below $13,850?
If you're single with W2 earnings below $13,850, filing isn't required. However, if federal taxes were withheld, filing may secure a refund.
Can I claim my adult child as a dependent?
You may claim an adult child if you provided over half their living expenses. If they earned sufficient income to cover their own costs, they cannot be claimed.
What happens if I delay tax filing when I owe taxes?
Delayed filing incurs monthly interest and penalties on unpaid taxes. Both return submission and payment must be completed by April 15th to avoid charges.
What services do you offer for small businesses?
We provide bookkeeping, tax preparation, financial planning, business consulting, and tax consulting services tailored to small business needs with nationwide accessibility.
Do you offer free consultation services?
Yes, we provide free tax consultation for the entire tax year after initial service engagement as part of our commitment to client success.
