Tax preparation explains the year that ended. Planning addresses the year still moving.
Three connected areas of work — organized so the same CPA who prepares the return is the one who advised on the decisions inside it.
Tax Preparation
Preparation is the record of what happened. Julie prepares individual and business returns supported by careful records, current tax knowledge, and attention to the events that shaped the year.
When the year is closing, when a return needs to be filed accurately and on time, or when a prior year needs to be corrected.
Julie evaluates the events of the year, the documentation that supports them, prior-year positions, and the federal and state filings each situation requires.
Bring your prior-year return, current-year tax documents, records of significant transactions, and notes on anything unusual that occurred.
- 01Individual income-tax returns
- 02Business and entity returns
- 03Partnership and corporate returns
- 04Federal and state filings — all fifty states
- 05Current and prior-year returns
- 06Gift, estate, and trust return work
- 07Response to IRS and state notices
Tax Planning
Tax preparation explains the year that ended. Planning addresses the year still moving. Julie works with clients across the calendar to evaluate decisions before they become fixed.
When a decision is being considered, when a life or business event has just occurred, when quarterly estimates are due, or when year-end is approaching.
Julie evaluates estimated-tax positions, income projections, business activity, entity questions, retirement-related considerations, investment and property transactions, and multi-state exposure.
Bring a description of what you are considering, the timing that is likely, and any documents that describe the transaction.
- 01Estimated-tax projections
- 02Year-end planning
- 03Business-owner planning
- 04Retirement-related tax considerations
- 05Investment and property transactions
- 06Major life-event planning
- 07Multi-state considerations
- 08Charitable-giving timing
Accounting & Business Support
A return is only as reliable as the records behind it. Julie supports business owners with accounting, bookkeeping, payroll-tax, and sales-tax work that keeps information decision-ready throughout the year.
When the books are behind, when the business is growing faster than the records, when a new payroll or sales-tax obligation begins, or when the current setup is not producing usable information.
Julie evaluates the chart of accounts, the workflow behind the numbers, the payroll and sales-tax obligations in play, and how reliably the records support real business decisions.
Bring access to the current accounting file, recent payroll and sales-tax filings, and a short description of where the process is breaking down.
- 01Accounting and bookkeeping
- 02Payroll-tax support
- 03Sales-tax support
- 04Financial-record cleanup
- 05Business start-ups
- 06Business consulting
- 07Reporting and compliance
Not sure which of these is the right starting point?
Describe what you are working through — Julie will point you to the conversation that makes the most sense to have first.