Tax Services

Julien Tax provides comprehensive tax preparation and planning services to meet the needs of both individuals and businesses. From preparing and filing income tax returns to calculating quarterly estimates for self-employed clients, our team ensures full compliance and optimizes your tax outcomes.

We offer sales tax filing, amended return services, and representation for audits or disputes with tax authorities, giving you peace of mind during complex tax matters. Additionally, we provide expert analysis of eligible tax credits and deductions, along with notary-assisted document translation and job application support to cover all your financial needs.

  1. Income Tax Preparation and Filing (for individuals and businesses)
  2. Quarterly Tax Estimates (for self-employed individuals or businesses)
  3. Sales Tax Filing
  4. Tax Planning and Consultation (to minimize tax liability)
  5. Amended Tax Return Filing
  6. IRS/Tax Authority Representation (for audits, disputes, or queries)
  7. Tax Credit and Deduction Analysis

Income Tax Preparation and Filing

  • Individuals: This includes preparing and filing federal, state, and sometimes local income tax returns. It involves gathering all relevant income documents (such as W-2s, 1099s, etc.), calculating deductions and credits, and ensuring the taxpayer complies with all applicable tax laws.
  • Businesses: This service covers corporate tax preparation for various types of entities (e.g., LLCs, S-Corps, C-Corps, Partnerships). It involves analyzing the financial statements of the business and preparing federal and state corporate tax returns, ensuring the business maximizes any available tax breaks while complying with laws.

Quarterly Tax Estimates

  • For self-employed individuals, freelancers, and businesses, tax offices calculate estimated quarterly tax payments. This prevents underpayment penalties at the end of the year. The IRS and many states require quarterly payments for those not subject to withholding through payroll.

Sales Tax Filing

  • For businesses that sell goods or services subject to sales tax, the accounting office will prepare and file monthly, quarterly, or annual sales tax returns. They calculate the total sales tax collected from customers and ensure timely submission to the relevant tax authorities to avoid penalties.

Amended Tax Return Filing

  • If mistakes are made on an original tax return, or if important tax information was missed (such as income or deductions), tax professionals can file an amended return to correct these issues. This ensures compliance and helps clients avoid penalties or receive additional refunds.

IRS/Tax Authority Representation

  • If an individual or business is selected for an audit, or receives a notice from the IRS or local tax authority, the accounting office can provide representation. This includes gathering documents, corresponding with the IRS or tax authorities, attending audit hearings, and defending the taxpayer’s position.

Tax Credit and Deduction Analysis

  • The office will identify and analyze eligible tax credits and deductions based on the client’s income and situation. Common credits include the Earned Income Tax Credit (EITC) and the Child Tax Credit for individuals, while businesses can access credits like the Research & Development Tax Credit or energy efficiency incentives.

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