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Services

Julie Herwitt, CPA provides a wide range of services to individuals and businesses in a variety of industries. At Julie Herwitt, CPA, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:


Tax Management Services

Julie can guide you through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track for your financial goals. She can also help you navigate any notice or bill you have received from any taxing authority. Because Julie is serious about staying current on all guidelines, laws and regulations she attends numerous training seminars each year. She pays special attention to the needs of entrepreneurs, artists, writers, musicians and performers.

QuickBooks Set Up and Accounting Assistance

Are you tired of rushing to add up your receipts every year, just before the tax deadline? Are you unclear on how your business is doing at any given moment? Then QuickBooks may be the simple solution for you and your business. QuickBooks is the ideal computer based accounting software for small and mid-sized businesses, with versions for both PC's and Mac's available. It is a full accounting system allowing you to invoice clients, track inventory, pay bills, allocate time and expenses to customers, manage assets and much more. Although QuickBooks is designed for the layperson, it can be confusing to set up for the first time. Julie will work with you to establish your Chart of Accounts. She will assist you in setting up daily, weekly and/or monthly procedures, depending on the complexity of your business. After your books are established, Julie will train you to use QuickBooks efficiently and effectively to manage your business and accumulate all the data necessary to complete your tax return each year. As a QuickBooks Pro Advisor she will work to make this process as simple as possible for you.

Bookkeeping

Do you find that you are so busy running your business that you don't have time to take care of the bookkeeping? Do you find that you are months behind on the bookkeeping, leaving you scrambling to get caught up at tax time? Do you just simply hate doing your books? Julie can help by taking on the bookkeeping function of your business. She can either maintain the books on her secure computer, sending you monthly financial statements, or she can do the monthly entries and send the QuickBooks file back to you via a secure portal. The choice is yours and so is the peace of mind.

IRS Representation

Everyone hates hearing from the IRS or one of the state or local taxing authorities. Often the letter is confusing or threatening, causing the taxpayer to panic. And nothing can cause panic like the word "audit". Julie has extensive experience working with the taxing authorities to resolve taxpayer issues, so please let her know how she can help.

Business Structure & Entity Selection

One of the most confusing decisions entrepreneurs face is selecting what type of entity they should utilize for their new business venture. Whether you choose to be a corporation, a S-corporation, a partnership, a limited liability company or a sole proprietorship, your choice will have tax and business implications. All too often business owners set themselves up in business and don’t fully understand the implications of this selection until they begin facing challenges. Protect your business by consulting with a tax advisor and an attorney prior to making this choice.

Debt & Finance Consulting

Lately it is impossible to turn on the TV or the radio and not hear about America's debt crisis. Long before our current economic downturn, Julie was working with clients to manage and reduce their debt loads. She also works with clients to understand how much they should have in savings and how to plan for major life events, such as purchasing a home, paying for college or planning for a comfortable retirement.

Presentations & Workshops

Julie is an excellent speaker and is frequently asked to present workshops on tax and financial matters to arts organizations and college classes. Her topics include Income Taxes for Entrepreneurs, Income Taxes for Artists, Writers, Musicians and Performers, Finance 101, and Budgeting. Below is a schedule of workshops currently scheduled for 2012.

There are no more workshops planned for 2012. Please check back later.


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