accounting paperwork
Julie Heath
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 Certified Public Accountant
Certified Financial Planner
Chartered Global Management Accountant
Financial Services Representative
Practice Areas


Tax Planning & Preparation

Estate & Trust Tax Preparation

Business Entity Selection

Sales Tax Services

Property Tax Services

Financial Planning

IRS Representation


Financial Statement Preparation

Payroll Services

Estate Planning

SOX Compliance

Retirement Planning

Helpful Links

Sometimes it is difficult to find websites that have the information you are looking for. I have compiled the following list of websites that are very resourceful. They contain a wealth of individual and business information to assist you.

American Institute of Certified Public Accountants


​California Franchise Tax Board


California Secretary of State


California Society of Certified Public Accountants


California State Board of Equalization

Internal Revenue Service

to check on your refund:


​Small Business Administration


Social Security Administration