Julie’s Tax Service is a home-based, primarily virtual tax practice, serving individuals and small businesses with personalized, professional income tax preparation.
Secure digital options are available for clients who prefer a streamlined, remote experience.
📧 Email: juliestaxsvc@gmail.com
📞 Phone or text: 816-702-7788
📱 Phone or Text: 816-258-3840
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Julie’s Tax Service, LLC is a full-service income tax practice serving individuals and small businesses in the Kansas City area and beyond. With decades of experience, the focus is on accurate, thoughtful tax preparation delivered efficiently and professionally.
Services include:
Individual income tax preparation
Small business tax preparation
E-filing for all federal, state, and applicable local tax returns
IRS audit representation and tax resolution assistance
Today’s tax landscape is increasingly complex. Forms such as the W-4 now require careful analysis and coordination with your overall tax picture. Preparation of W-4 forms is offered as a paid consulting service.
Taxes are not a once-a-year event. Having a knowledgeable professional you trust can make a meaningful difference throughout the year—not just at filing time.
Julie’s Tax Service is built on a simple philosophy: high-quality work, fair pricing, and accountability. Every return is prepared with care, and the work stands behind it.
Julie B. Dailey, EA, NTPI Fellow
Julie’s Tax Service, LLC
Appointments, Consultations & Payment
Julie’s Tax Service is available by appointment year-round.
Clients located outside the Kansas City metro area are welcome. A secure online portal is available for long-distance and virtual clients to upload documents safely and conveniently.
Consultations are available for clients who need guidance without full tax preparation. Office and phone consultations are offered for a fee, based on the scope of the request.
Payment is due upon completion of the tax return and prior to e-filing.
For IRS representation, tax resolution, or engagements involving multiple tax years, a retainer is required in advance.
Your financial information is treated with the highest level of confidentiality and care.
At the time of service, clients receive either a hard copy or a secure PDF of their completed tax return.
If a replacement copy is needed:
A minimum $25 fee applies
Three business days’ notice is required
Payment is required in advance
Julie’s Tax Service does not release or disclose tax returns or personal information to anyone other than the taxpayer. This includes, but is not limited to: parents, children, banks, mortgage brokers, loan officers, and financial planners.
If copies of tax returns or documents are needed by a third party, clients must provide those copies themselves. Requests for additional copies from the office are subject to a convenience fee and require advance notice.
Tax information will not be discussed with any third party without written authorization from the taxpayer or a court order.
Documents may only be:
Faxed to a number listed on the client information form
Mailed to the address currently on file
Please notify the office promptly of any address changes.
If you are happy with the service you receive, referrals are always appreciated.
If something is not right, please reach out so it can be addressed.