Business and Tax Advisory Services
Comprehensive tax advisory, accurate tax preparation and practical financial guidance for individuals and business owners.
Meet your tax adviser
I’m a licensed CPA of more than 25 years, Certified Main Street Pro tax advisor, accountant, financial integrator, bookkeeper and personal CFO. I bring my team of experts to help you save time, minimize taxes and make confident financial decisions.
Peace of mind
Accurate filing with the representation and attention to detail of a tax expert.
Proactive planning
Tax strategy happens throughout the year, not only when a return is due.
Better business systems
Expert guidance to implement strong financial processes and proven best practices.
How we can help
A comprehensive, proactive plan for reducing taxes, protecting assets and building long-term wealth.
Timely, accurate individual and business tax returns backed by thoughtful strategy.
Practical financial systems, processes and guidance that help your business run with confidence.
Are we a good fit?
Our team serves clients in many states, with state-specific specialists located in Arizona, California, Florida, Georgia, Tennessee and Texas.
Client stories
“Julie, I've been looking for you for a long time!”
“Julie is the absolute best. She helped me understand and set up systems for managing my S-Corp! For the first time, I don't feel stressed or confused, because Julie's competent support has changed how I do accounting and taxes.”
“Julie is fantastic to work with! She handled the entire process to set up my LLC from start to finish, and made every step feel easy and straightforward.”
“We love the quick turnarounds, tax tips, video reviews and the fact she's always available for questions. The secure TaxDome app for communication and document uploads is a huge plus.”
Let’s talk
Book a conversation with our team to discuss your goals and find the right next step.
Schedule a call