Julie Moran, CPA
I am a Certified Public Accountant specializing in individual and small business tax preparation, tax consulting, and accounting services. My main goal with a client is to help them understand their tax situation and help them succeed in their financial goals, including a forward look approach to ensure the client receives the maximum deductions to increase cash flow. This includes consulting small businesses on the most advantageous business entity type and helping with state and local registrations. I'm ready to tackle any challenges and begin my role as your trusted tax planner and advisor.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Individual Tax Preparation
- Business Tax Preparation
- Tax Consulting and Tax Strategy
- Business Accounting and Consulting
Sentiment Analysis
I had the pleasure to work with Julie, she handled (as a non tax expert - what I think is) complicated tax issues - and she went out of her normal role to help to solve tax issues, so I would definitely recommend her services.
She is professional and answered all my questions quickly and clearly.
Julie answered all of our questions and completed our 2 tax returns in a very quick and easy manner for us, what took us hours last year by ourselves using Turbo Tax, took us 30 minutes this year with Julie.
She even went above and beyond to help me with figuring out estimated quarterly taxes for this year which was brand new to me.
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