Business Details
Professional 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 specialize in providing professional accounting, bookkeeping, and tax services tailored to the unique needs of businesses and individuals. With decades of combined experience, our team is dedicated to helping clients navigate complex financial challenges. We offer comprehensive support, including payroll management, IRS audit representation, and legal document preparation. Our commitment to staying current with evolving tax laws ensures we deliver accurate and reliable solutions.We pride ourselves on personalized service, working closely with clients to address their specific concerns. Whether you need ongoing support or assistance with a one-time project, we are here to help. Our focus on Northern California allows us to build strong, community-centered relationships. We are passionate about empowering clients to focus on what they love while we handle their financial needs. Let us provide the expertise and peace of mind your business or family deserves.
Services
Bookkeeping
Tax Preparation
Payroll Services
IRS Problem Resolution
Legal Document Preparation
Highlights and features
- We offer over 20 years of experience in accounting and tax services.
- Our team specializes in IRS audit representation and tax law compliance.
- We provide personalized financial solutions tailored to your unique needs.
- We offer free quotes for regular or one-time accounting services.
- We serve businesses and families across Northern California.
Services
Bookkeeping
Our bookkeeping services ensure accurate tracking of income, expenses, and financial transactions. We manage profit and loss statements, balance sheets, and sales tax reporting for businesses. With meticulous attention to detail, we provide reliable financial records to support informed decision-making and regulatory compliance.
Tax Preparation
We specialize in preparing and filing personal and business tax returns with precision. Our expertise includes maximizing deductions, addressing specialty tax situations, and resolving past-due filings. By staying updated on tax code changes, we help clients minimize liabilities while ensuring timely and accurate submissions.
Payroll Services
Our payroll solutions handle wage calculations, tax withholdings, and regulatory reporting for businesses. We manage weekly, semi-monthly, or monthly pay cycles, including workers' compensation insurance and annual filings. This ensures compliance with labor laws while saving clients time and administrative burden.
IRS Problem Resolution
We assist clients in resolving IRS audits, back taxes, and compliance issues. Our team negotiates with the IRS, FTB, and EDD to address penalties and payment plans. With deep knowledge of tax law, we advocate for fair resolutions and protect clients' financial interests.
Legal Document Preparation
We prepare essential legal documents for businesses and individuals, including contracts and property management agreements. Our services ensure documents meet legal standards while aligning with clients' specific needs. This support simplifies administrative processes and reduces legal risks.
People
Julie Keith
Owner
Julie Keith founded Sum It Up Accounting after gaining extensive experience since 1994. She holds an Associate's Degree in Accounting and specializes in taxes, payroll, and legal document preparation. Her dedication to Northern California clients spans decades, combining education and hands-on expertise to deliver trusted financial solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, payroll management, and IRS audit support tailored to small businesses in Northern California.
Do you handle personal tax filings?
Yes, we prepare personal tax returns, maximize deductions, and resolve individual tax issues with expertise.
Can you assist with IRS audit representation?
Yes, we represent clients during IRS, FTB, and EDD audits, leveraging our tax law expertise to achieve favorable outcomes.
Are your services available outside of Yreka?
We serve clients throughout Northern California, with flexible options for remote and in-person consultations.
How can I schedule an appointment?
Contact us via phone or email to discuss your needs and arrange a consultation at your convenience.
Do you offer free quotes for accounting services?
Yes, we provide free quotes for both ongoing and one-time accounting or tax projects.
