TAX SEASON 2023
I WILL NOT BE ACCEPTING ANY NEW CLIENTS FOR THE UPCOMING TAX SEASON.
MY CUT OFF DAY THIS YEAR, FOR TAX RETURN COMPLETION BY APRIL 15, WILL BE APRIL 5, 2023. ANY RETURNS COMING IN AFTER APRIL 8, WILL BE PLACED ON EXTENSION.
I will be taking face to face appointments this tax season. I will be available for appointments on Mondays and Wednesdays from 9 am to 5 pm. The scheduling portal will be available, in the contact section of this website, in early January. If your tax situation has not changed, you don't need to meet with me to discuss your taxes, you don't feel comfortable meeting or if you feel a phone conversation would be adequate, you can follow the procedures put in place last year by dropping off your tax documents(use the drop boxes on the front porch or back walkway). You can also securely email or paper mail me your documents. I will again be using the electonic signature method to secure signatures this year.
JULIE A WHELAN, CPA LLC
JULIE A W BRADLEY, CPA
Handling All of Your Accounting Needs
Since 1995, I’ve offered clients the tools, resources and guidance necessary for all their accounting needs. Clients receive the personalized attention and care they need in order to make sure everything is done on time. I work diligently to get all the numbers right on the first go so that no time is wasted in unnecessary processes.
ALL ABOUT ME
Your Trusted Accountant
Since 1995, Julie A Whelan Bradley, CPA has been providing clients with personalized tax preparation and accounting services in Waterloo, IL. With years of certified training, I have the necessary skills, qualifications and expertise to get the job done. If you’re looking for a business or tax planner, I can guide you every step of the way and help you make the right decisions.
THIRD PARTY ASSURANCE
Everyone knows the challenge in finding a reliable accountant, and that’s why I started Julie A Whelan, CPA LLC. Whether you need help with taxes or with a business, I’m ready to take on all of your tax preparation and accounting demands. Working with me, you can rest assured your financial matters will be handled with care. Explore my site to learn more about my areas of expertise.
FINANCIAL STATEMENT ANALYSIS
Julie A Whelan Bradley, CPA offers all the resources you need to be a responsible citizen in terms of finances. Often, accounting issues result from lack of information. I’ve gained expertise and experience in related fields so I can properly advise clients on their finances. I carefully advise clients on all taxes and other accounting issues in order to avoid errors and make sure important documents are filed on time. Explore my site to learn more about my areas of expertise.
With years of experience and a diverse skill set, I’ve handled the accounting needs of a variety of clients. With my licensed accounting dexterity, I’ll have all your finances running smoothly so you’ll stay out of trouble. Whether you’re looking for someone to support you through tax season or you need a person to handle your finances, I’m ready to work with you. Explore my site to learn more about my areas of expertise.
Contact me to see how my accounting expertise and personalized services can save you time, money and frustration on all accounting matters.
To Schedule an appointment, use the scheduler below.
6251 Chantilly Bend
Waterloo, IL 62298
Phone (618) 939-8308