Expertise and Support For Your Financial Journey.
Immigrant Hub Services

We provide consulting services to help new immigrant families through asset planning, tax reporting and social security benefits, etc. We also help foreign property owners obtain tax ID and apply for withholding certificates. Services include assisting in obtaining ITIN; and FBAR and FATCA compliance for US tax residents.

We prepare retirement planning for small businesses and review individual retirement strategies.

Retirement Planning
Public Accountancy

Accounting Services

Estate and Trust
Business Consulting
Tax Services

We provide all-inclusive business accounting support, including: legal office IOLTA trust accounting; payroll services; business S.A.L.T. tax support (state and local income taxes, sales taxes, and property taxes).

We are a fully registered professional corporation licensed in both the State of California and Arizona, committed to understanding your business, helping YOU maximize profits and prioritize personal goals. We are a “one stop shop” for your financial needs.

We administer estate and trust planning, keeping accurate records of estate and trust fund activities.

We plan business tax advantage formation; supply incorporation services; and file state required business registration and annual reports. Business change filing activities are shared with secretary of state, state revenue agencies and the Internal Revenue Service.

We provide better and more accurate financial analysis and tax strategies, accurately and timely preparing and submitting tax returns for both individuals and businesses.

Our Mission

Ensuring your financial growth and stability.

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professional · intelligent · accountable

949-880-7886

Juliak@juliakcpa.com

Our Mission

Ensuring your financial growth and stability.

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