Three kinds of clients. One consistent way of working.
Individuals, small-business owners, and self-employed professionals — each with their own set of decisions to trace, and their own reasons to have the tax conversation earlier than April.
Personal tax work that keeps pace with a life that is actually moving.
Julie works with individuals and families through the decisions that shape a return long before it is filed — income changes, retirement, investments, property, charitable giving, inheritance, and major life events.
- 01New job, bonus structure, or equity compensation
- 02Retirement contributions and distributions
- 03Home purchase, sale, or refinance
- 04Investment or property transactions
- 05Charitable giving with meaningful tax implications
- 06Inheritance and beneficiary questions
- 07State residency or multi-state exposure
The tax work runs alongside the business — not once a year at the end of it.
Julie supports small-business owners through entity taxation, estimated taxes, bookkeeping, payroll tax, sales tax, owner compensation, and year-round planning. The goal is a set of records and conversations that make decisions clearer, not just filings simpler.
- 01Choosing or restructuring an entity
- 02Owner compensation and distributions
- 03Estimated-tax positions across the year
- 04Payroll setup and payroll-tax filings
- 05Sales-tax registration and reporting
- 06Bookkeeping cleanup and monthly close
- 07Hiring, benefits, and retirement plans
The overlap between business and personal is where most of the tax questions live.
Consultants, contractors, and independent professionals often carry both business and personal tax considerations in a single return. Julie helps organize the recordkeeping and the planning so the two sides stay connected.
- 01Quarterly estimated-tax projections
- 02Deductible business expenses and recordkeeping
- 03Retirement contributions for the self-employed
- 04Home-office and vehicle considerations
- 051099 and independent-contractor filings
- 06Health insurance and benefits planning
- 07Balancing business income against personal tax decisions