Business Details
5 Years
experience
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 over two decades of experience since 1994, our team has developed expertise in navigating complex financial challenges, including IRS audits and specialty tax situations. Our commitment to personalized service ensures that each client receives dedicated support designed to maximize efficiency and compliance.We pride ourselves on staying current with evolving tax laws to deliver accurate, reliable solutions. By handling your financial responsibilities, we empower you to focus on your core priorities. Our deep roots in Yreka, California, allow us to offer locally informed guidance while maintaining the highest standards of professionalism and integrity.
Services
Bookkeeping
Payroll Services
Tax Preparation
IRS Representation
Document Preparation
Details
- Year established: 2021
Highlights and features
- We offer 20+ years of experience in tax and accounting services since 1994
- Our team represents clients in IRS, FTB, and EDD audits
- We provide personalized financial solutions tailored to unique needs
- We handle comprehensive services including payroll and bookkeeping
- Our local expertise serves Northern California businesses and families
Services
Bookkeeping
We maintain accurate financial records including profit and loss statements, balance sheets, and sales tax reporting. Our systematic approach ensures businesses maintain compliance while tracking financial health. Clients receive regular updates and detailed reports to support informed decision-making.
Payroll Services
We handle complete payroll processing including weekly, semi-monthly, and monthly payments. Our services cover tax calculations, annual reports, and workers' compensation insurance compliance. Businesses benefit from accurate, timely payroll processing that meets all regulatory requirements.
Tax Preparation
We prepare personal and business tax returns with focus on maximizing deductions and minimizing liabilities. Our expertise includes specialty situations and complex tax scenarios. Clients receive strategic guidance to optimize their tax positions while ensuring full compliance with current regulations.
IRS Representation
We provide expert representation during IRS, FTB, and EDD audits. Our proactive approach includes documentation preparation and communication with tax authorities. Clients gain peace of mind knowing experienced professionals handle audit complexities and resolution processes.
Document Preparation
We assist with preparing essential business and legal documents. Our services include form completion, compliance documentation, and record organization. Clients receive accurate, properly formatted documents that meet regulatory standards and support business operations.
People
Julie Keith
Owner
Julie Keith has provided accounting services in Yreka since 1994, combining formal education with hands-on experience. Her expertise spans tax preparation, IRS representation, and business financial management. She graduated from the University of Phoenix with an Associate's Degree in Accounting and brings decades of local business knowledge.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax preparation, and IRS audit representation tailored to small business needs.
Can you help with IRS tax problems?
Yes, we offer IRS audit representation and resolution services for individuals and businesses facing tax issues.
Do you offer one-time accounting consultations?
Yes, we provide both one-time consultations and ongoing accounting support based on client needs.
Are your services available for personal tax filings?
We specialize in both personal and business tax preparation with expertise in maximizing deductions.
How can I schedule an appointment?
Contact us at 530-937-3279 or through our contact form to schedule weekday appointments or Saturday consultations.
What areas do you serve?
We primarily serve Yreka, California and surrounding Northern California communities from our Main Street office.
