Tax, accounting, and audit support

Julie Jang CPA

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

2025 tax packet

Prepared for CPA review

Readiness

92%

Missing items are visible before the filing deadline.

Income records matched
Expense categories reviewed
Follow-up questions drafted
CPA sign-off pending

AI can organize the packet. Julie makes the professional judgment.

Services

Built around Julie's actual CPA workflow.

Tax preparation

Individual and small business tax preparation with organized intake, document review, and clear next steps.

Accounting support

Monthly bookkeeping review, QuickBooks cleanup, reconciliation support, and financial statement preparation.

Audit readiness

Workpaper organization, internal control review, evidence tracking, and staff submission pre-checks.

Bilingual client guidance

Plain English and Korean explanations for families and business owners who need decisions, not jargon.

Method

Less guessing. More review trail.

The site now reflects the service Julie actually needs to provide: document clarity, careful review, bilingual communication, and a clear human checkpoint before delivery.

1

Collect documents and clarify the goal

2

Review numbers, risks, and missing evidence

3

Prepare filings or recommendations

4

Julie reviews before anything client-facing

AI-assisted, not AI-final.

Automation is used for sorting, checks, summaries, and reminders. Tax positions, audit conclusions, and client-facing recommendations stay behind CPA review.

AI-assisted document sorting
Human CPA review before delivery
Citation-first tax research
Audit trail for sensitive decisions

Consultation

Bring the documents. Leave with the next step.

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.

Ready for intake wiring

Confirm Julie's preferred email, phone, Calendly link, and license display before publishing final contact details.