About Juli Tax
Who We Are
Juli Tax is a tax practice providing comprehensive tax preparation and filing services for individuals and small businesses across the United States. We deliver tailored solutions designed to meet each client’s specific tax situation.Our expertise spans both standard and complex tax matters, including immigrant and cross-border scenarios, allowing us to provide a consistently high level of service. We utilize modern technologies and best practices to ensure the security, accuracy, and confidentiality of all client information.
Our Mission✓ To deliver high-quality, transparent, and easy-to-understand tax filing services✓ To simplify the tax compliance process and reduce administrative burden for our clients ✓ To lawfully minimize tax liability through a detailed analysis of available deductions, credits, and tax benefits What We DoTax Services:✓ Individual Tax Returns (including Sole Proprietorships and Single-Member LLCs) ✓ Business Tax Returns for Partnerships, S Corporations, and C Corporations ✓ Preparation of Forms 1040, 1065, 1120-S, 1120, and required schedules ✓ Preparation and filing of tax returns with the IRS and state/local tax agencies ✓ Amended tax returns (up to three prior tax years) ✓ Filing extensions for tax returns ✓ Tax consulting services Business Formation Services: ✓ Entity Registration (LLC or Corporation) ✓ Guidance on selecting the appropriate tax structure (Single-Member LLC, Partnership, S Corporation, or C Corporation) ✓ Entity Name Availability Check ✓ Obtaining a Federal Tax ID (EIN) ✓ DBA (Doing Business As) / Trade Name Registration Financial Reporting & Compliance: ✓ Preparation and filing of 1099 Forms ✓ FBAR — FinCEN Form 114 (Report of Foreign Bank and Financial Accounts) ✓ Form 8938 (Statement of Specified Foreign Financial Assets) ✓ BOI (Beneficial Ownership Information) Reporting Who We ServeFrom individual taxpayers to growing businesses, we provide reliable tax support tailored to each client’s unique situation. We work with clients across most U.S. states and serve a broad range of taxpayers, including:✓ U.S. citizens and tax residents ✓ Nonresident aliens for U.S. tax purposes ✓ Dual-status individuals ✓ Wage earners (W-2 employees) ✓ Sole proprietors ✓ Single-Member LLCs ✓ Partnerships ✓ S Corporations ✓ C Corporations ✓ Other individual and business taxpayers How It Works✓ You contact us to get started✓ We ask a brief set of questions to perform an initial assessment of your case ✓ We provide a clear fee estimate for tax preparation and filing services ✓ You complete the required forms and securely upload a complete set of supporting documents ✓ You sign the Engagement Agreement and submit payment ✓ We prepare your tax return and provide it to you for review ✓ You review, approve, and sign the tax return ✓ We electronically file your tax return with the IRS and applicable state or local tax agencies ✓ Once the return is accepted, we provide official filing confirmation Important Notes✓ Some cases require paper filing; in such situations, the process may vary✓ Preparation and filing fees do not include any taxes due, which must be paid directly to the appropriate tax authority ✓ Our streamlined process is designed to be efficient, secure, and fully compliant with U.S. tax regulations |