Services /
Tax Preparation & Planning
Accurate, unhurried preparation for individuals, families, and self-employed taxpayers — with planning that continues past April.
Who Julius helps
W-2 employees, self-employed professionals, remote workers filing in multiple states, retirees, and families with investment or rental income.
What may be happening
- First year with a side business or 1099 income
- Multi-state filing after a move
- Investment or brokerage account activity
- Retirement account distributions or Roth conversions
- Life change (marriage, home purchase, new dependent)
- Prior-year amendments
What documents may be needed
- Prior-year federal and state returns
- W-2s, 1099s, K-1s, and brokerage statements
- Records of estimated tax payments
- Records of deductible expenses (self-employment, education, charitable)
How Julius approaches it
Every return is prepared and reviewed personally — no assembly line. Julius looks for legitimate deductions and planning opportunities the following year, not just the current one.
What to do next
Send a short summary of your situation and last year's return. Julius will confirm what he needs and share a fixed price before starting.