Julie's Tax Services

We offer reasonable, accurate and timely tax preparation. Julie's Tax Services works for you, not the government. With 14 years experience Julie has built a loyal client base. Because Julie's Tax Services is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. We prepare all required tax returns for businesses and individuals to assure that you are paying no more taxes than necessary. Throughout the year, we monitor tax law changes that will affect you, and we may recommend tax-saving strategies, and serve as your advocate in tax matters.

Tax Planning

We understand that tax ramifications are a major consideration in virtually every financial decision. Therefore, tax planning is an on-going process. Tax planning services include:

Organizational Formation - Sole proprietor, partnership, corporation or not-for-profit.
Maximizing Tax Credits - What can you do to get the credits that are out there for businesses and individuals?
Succession Planning - Who will take over the business when the owner retires and how will they pay for it?
Employee Benefits - Group health insurance, retirement accounts, deferred compensation just to get started.
Estate Planning - Keep the business in the family instead of selling it just to pay the death tax.
Financial Planning - Keep what you earn and make sure it's working for you.

Tax Problems

IRS Audits - Be prepared, know your rights and go in with confidence
State & Local Tax Audits - Every tax authority has its own rules. Don't get blind-sided by unusual regulations.
Collection Matters - Pay only what is due, when it is due and no more.
Sales & Use Tax Matters - Every municipality has its own filing requirements. Know where you stand.
Payroll Tax Matters - Get the payments properly applied and call off the related penalties and interest.
Corporate Reinstatements - Don't lose your access to the court system just because the paperwork is wrong.

Tax Return Preparation

Corporate - Federal, State and Local
Personal - Federal, State and Local
Sales and Payroll Tax - All localities
Estates, Trusts & Gift Tax - Federal and State