Julie A. Insley — CPA in Rancho Palos Verdes, California
JA
Julie A. Insley
Certified Public Accountant
|
Licensed in California
Verified
Licensed
28627 Mt Lassen Ln, Rancho Palos Verdes, California 90275
View on Maps
About Julie A. Insley
Based in Rancho Palos Verdes, California, Julie A. Insley is a certified public accountant with over 15 years of experience serving the financial needs of entrepreneurs and small to medium-sized businesses.
She specializes in providing basic accounting services, individual tax services, and business tax services to help clients navigate complex tax requirements and ensure compliance with regulatory standards.
Julie offers tailored payroll processing and compliance services to support the growth of local businesses, as well as expert individual and business tax return preparation to minimize tax liabilities and maximize refunds.
Services Offered
Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense
Client Types Served
Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants
Specialties
Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)
Industry Expertise
Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals
Languages Spoken
English
Availability
Available Mon-Fri, 9am-5pm. Please contact for appointment.
Reviews
Reviews
No reviews yet. Be the first to write a review!
Similar Certified Public Accountants in Rancho Palos Verdes
ME
Michael E. Butler
Rancho Palos Verdes, California
T
Tatsuo Ishii
Rancho Palos Verdes, California
H
Hadijah Nakawungu
Rancho Palos Verdes, California
EA
Edward A. Vokolek
Rancho Palos Verdes, California
S
Shahin Shahrestani
Rancho Palos Verdes, California
MB
Martha B. Hess
Rancho Palos Verdes, California