Tax preparation
Individual and small business tax preparation with organized intake, document review, and clear next steps.
Tax, accounting, and audit support
Practical CPA support for Korean-American families and small businesses. Documents get organized, risks get surfaced, and every client-facing answer is reviewed by a human professional.
Client file review
Prepared for CPA review
Readiness
92%
Missing items are visible before the filing deadline.
AI can organize the packet. Julie makes the professional judgment.
Services
Individual and small business tax preparation with organized intake, document review, and clear next steps.
Monthly bookkeeping review, QuickBooks cleanup, reconciliation support, and financial statement preparation.
Workpaper organization, internal control review, evidence tracking, and staff submission pre-checks.
Plain English and Korean explanations for families and business owners who need decisions, not jargon.
Method
The site now reflects the service Julie actually needs to provide: document clarity, careful review, bilingual communication, and a clear human checkpoint before delivery.
Collect documents and clarify the goal
Review numbers, risks, and missing evidence
Prepare filings or recommendations
Julie reviews before anything client-facing
Automation is used for sorting, checks, summaries, and reminders. Tax positions, audit conclusions, and client-facing recommendations stay behind CPA review.
Consultation
Use this homepage as the public front door. The next implementation step is wiring a real booking and intake form after Julie confirms contact details and service scope.
Confirm Julie's preferred email, phone, Calendly link, and license display before publishing final contact details.