Tax Planning
At Julien Planning, we offer expert tax preparation and strategic tax planning to help you maximize savings and minimize liabilities. With over 30 years of experience and a CPA’s precision, we tailor our services to your unique financial situation, ensuring every deduction and credit works for you. Simplify your taxes with confidence—partner with us today.
Tax Preparation
We help you accurately calculate and file your income tax returns. It requires gathering all relevant financial documents, such as income statements, deductions, and credits, and using them to determine your tax liability. We can advise on tax prep, or can offer these services as well.
Tax Strategy
By going beyond tax preparation, we help you proactively plan your financial activities to minimize your tax burden legally. This may include strategies like tax-loss harvesting, maximizing deductions, and utilizing tax-advantaged accounts like IRAs and 401(k)s.
