Business Details
5 Years
experience
Trusted Accounting Services in Yreka, CA
At Sum It Up Accounting, we believe that if you don't love doing it, you shouldn't have to. We step in to provide professional accounting, bookkeeping, payroll, and tax services for businesses and individuals, allowing clients to focus on their core passions. With over two decades of experience, our team has represented clients in audits with the IRS, FTB, and EDD, maintaining current expertise in evolving tax laws. Our services include profit and loss statements, balance sheets, sales tax reporting, payroll processing, and resolution of IRS issues. We specialize in maximizing deductions, handling specialty tax situations, and preparing legal documents.Our commitment to Northern California clients extends beyond tax season, offering year-round support tailored to unique financial needs. We provide free quotes for both regular and one-time services, ensuring transparency and personalized attention. Our owner, Julie Keith, brings extensive local knowledge and formal education in accounting, combining practical experience with certified expertise. We operate from Yreka, California, serving businesses and families across the region with dedication to resolving complex financial challenges.
Services
Bookkeeping
Tax Preparation
Payroll Services
IRS Problem Resolution
Document Preparation
Details
- Year established: 2021
Highlights and features
- We offer 20+ years of tax law expertise from IRS audit representation.
- Our team provides personalized accounting solutions tailored to unique client needs.
- We handle complex tax situations including specialty deductions and compliance.
- Free consultations available for both regular and one-time accounting services.
- Locally owned and operated in Yreka since 2007 with deep community knowledge.
Services
Bookkeeping
We provide comprehensive bookkeeping services including profit and loss statements, balance sheets, and sales tax reporting. Our system tracks financial transactions to maintain accurate records for businesses of all sizes. This service ensures compliance with tax regulations while providing clear financial insights for decision-making.
Tax Preparation
Our tax preparation covers personal and business (LLC) filings with expertise in maximizing deductions and handling specialty situations. We prepare annual returns and quarterly filings while ensuring compliance with federal and state requirements. Our experience includes resolving complex tax scenarios and audit representation.
Payroll Services
We manage payroll processing with options for weekly, semi-monthly, or monthly cycles. Our service includes tax calculations, annual reporting, and workers' compensation insurance coordination. Businesses receive accurate employee payments and regulatory compliance assurance.
IRS Problem Resolution
Specialized assistance for IRS, FTB, and EDD audit representation. We negotiate on behalf of clients to resolve tax disputes and collection issues. Our proactive approach helps minimize penalties while ensuring proper documentation for audit defense.
Document Preparation
We prepare essential business and personal documents including tax forms, legal filings, and compliance paperwork. Our service ensures proper formatting and submission according to regulatory standards. This includes specialty documents required for business operations and tax purposes.
People
Julie Keith
Owner
Julie Keith founded Sum It Up Accounting after graduating from the University of Phoenix with an Associate's Degree in Accounting. With over 20 years of experience in tax preparation and accounting, she has served Northern California clients since 2007. Her expertise includes IRS audit representation, payroll processing, and business tax strategy.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax preparation, and sales tax reporting tailored to small business needs.
Do you handle IRS audit representation?
Yes, we offer audit support services for IRS, FTB, and EDD examinations with proven experience resolving tax disputes.
Are your services available for individuals?
We prepare personal tax returns and handle individual tax issues including deductions, credits, and audit defense.
How can I get a free quote?
Contact us through our website form or call (530) 937-3279 to discuss your needs and receive a free consultation.
What areas do you serve?
We primarily serve Yreka, Siskiyou County, and surrounding Northern California regions.
What are your office hours?
Our office is open Monday-Friday 9am-5pm and Saturday by appointment.
