Business Details
31 Years
experience
Trusted Accounting Services in Falls City NE
Bauman, Julie D CPA has been delivering comprehensive accounting and financial services since 1995. Our team of certified professionals specializes in tax strategy, business accounting, and personalized financial planning for entrepreneurs, executives, and individuals. With licensing in Nebraska, Kansas, Missouri, and Michigan, we serve clients nationwide through both in-person and virtual platforms. Our approach combines deep industry expertise with customized solutions to help clients navigate complex financial landscapes. We maintain active involvement in professional organizations, including the Nebraska Society of CPAs and AICPA, to stay at the forefront of regulatory developments.Our services span tax preparation, payroll management, strategic business planning, and IRS problem resolution. Client satisfaction remains our priority, demonstrated through personalized attention and a commitment to continuous improvement in service delivery. We emphasize transparency, ethical practices, and clear communication in all our professional engagements.
Services
Tax Preparation
Payroll Services
Business Accounting
Strategic Planning
Tax Problem Resolution
Financial Planning
Details
- Year established: 1995
Highlights and features
- We offer over 25 years of professional accounting experience since 1995
- Our CPA team provides personalized financial planning and tax strategies
- We combine virtual convenience with in-person service options
- Our firm maintains multi-state licensing for broader client service capabilities
- We specialize in resolving complex IRS and tax-related issues
What people say
Professional and friendly
Excellent service
Great problem-solving
Prompt responses
Effective tax strategies
Services
Tax Preparation
Our certified professionals handle all aspects of individual and business tax preparation with meticulous attention to detail. We stay current with evolving tax regulations to ensure accurate filings while identifying legitimate deductions. Clients receive comprehensive explanations of their returns and ongoing tax minimization strategies.
Payroll Services
We provide complete payroll solutions including tax reporting, direct deposits, and regulatory compliance. Our services handle all aspects from check processing to year-end reporting. This includes preparation of W-2s, 1099s, and assistance with new hire reporting requirements.
Business Accounting
Our full-service accounting support includes bookkeeping, financial statement preparation, and cash flow management. We help businesses maintain accurate records, prepare for audits, and implement internal controls to ensure financial integrity and informed decision-making.
Tax Problem Resolution
We assist clients facing IRS challenges including audits, back taxes, and wage garnishments. Our team negotiates payment plans, offers in compromise, and handles communication with tax authorities to achieve favorable resolutions and restore financial stability.
Strategic Business Planning
Our strategic planning services help businesses develop growth strategies, succession plans, and financial projections. We analyze cash flow patterns, assess financing options, and create roadmaps for long-term sustainability and expansion.
People
Julie D. Bauman
Owner and CEO
Certified Public Accountant with over 25 years of experience. Serves as Nebraska Society of CPAs board member and former AICPA Council member. Specializes in strategic tax planning and family office services.
Jenny Strecker
Chief Financial Strategist
Lead tax strategist with expertise in multi-state tax returns and corporate financial planning. Manages annual tax seasons while developing client-specific tax savings strategies since joining in 2015.
Becky Littrel
Payroll Director
Payroll specialist with responsibility for enhancing payroll service delivery. Joined in 2019 with focus on improving systems and maintaining compliance with evolving tax regulations.
Questions
How do you help with business bookkeeping challenges?
We take care of your books so you can focus on running your business and generating profits.
Can you assist with payroll management?
Our payroll solutions meet your business needs so you can spend time on core operations.
Do you offer QuickBooks support?
We help optimize your QuickBooks use through training and implementation support services.
How do you handle tax problems?
Our team resolves IRS issues including audits, back taxes, and wage garnishments.
Do you provide financial planning services?
We offer personalized financial plans to help manage risk and ensure wealth longevity.
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