© Julie Heath CPA 2018.

Julie Heath CPA and CFP

Tel: 916-652-1379

Fax: 916-652-9228
Email: julieaheathcpa@gmail.com
Address3485 Taylor Road

Loomis, Ca 95650

Contact Me

I offer a wide range of services to my individual and business clients. And because my firm is small, my clients benefit by getting a quality service with a personalized touch.

Practice Areas

Tax Planning & Peparation

 

Tax planning and preparation form a winning combination for my individual and business clients. Whether you are an individual or a multi-tiered partnership, I can develop tax strategies that take advantage of new tax laws and legislation.

IRS Representation

 

During my over thirty years of experience, I have dealt with many taxing authorities. I have achieved a level of competence through the years that can ensure my clients are being properly represented before the various federal and state tax agencies. I can work with the taxing authorities to negotiate settlements as needed.

Estate & Trust Preparation

 

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order.

Bookeeping and
Financial Statement
Preparations

 

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. I can assist you with the day-to-day tasks associated with bookkeeping. I can prepare unaudited financial statements that are often required for financing and insurance purposes.

Business Entity Selection

 

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company...) is a crucial decision that can have longstanding tax implications, positive or negative. I can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Pay Role Services

 

As a business grows, it must hire more employees, which can result in increased payroll administration. I can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. I can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Sales Tax Services

 

Many of my clients are responsible for collecting and submitting sales taxes in many different vicinities. I can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. Additionally I can assist in any sales tax audits and communication with various taxing authorities.

Estate Planning

 

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order.

Financial Planning

 

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, I can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.