Tax Preparation and Financial Consulting

Tax Preparation and Financial Planning

Committed to Helping You

At Julie Marks Tax Prep, we believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.

We provide a variety of services including tax prep for Expats, Personal Income Tax Preparation for all individuals, assisting with small business set ups, German tax compliance, and more… we make sure you file timely and accurately.

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.

Prepare for your Appointment

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EXPAT TAX PREP

We prep returns for U.S. citizens or Green Card holders working abroad needing forms such as foreign earned income exclusion, foreign tax credit, and reporting for foreign bank and foreign financial accounts.

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INDIVIDUAL TAX PREP

We prep individual tax returns for Federal, State and local income tax.

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AMENDED RETURNS

We can make corrections and file your amended return.

PROFESSIONAL SERVICE

Julie Marks Tax Prep can offers personal income tax preparation services while giving you the individual attention that you need.

YEARS OF EXPERIENCE

Julie Marks Tax Prep has volumes of experience preparing a wide variety of tax returns. You are in good hands at all times.

Our Staff

Julie Marks

Tax Preparer

Julie has vast experience preparing individual income tax returns with various schedules and forms. She holds a BA in Japanese and Business from the University of Pittsburgh, Pittsburgh, PA, and passed the Series 7 (General Securities Representative Examination) administered by FINRA (Financial Industry Regulatory Authority) and Series 66 NASAA Uniform Combined State Law Examination, a North American Securities Administrators Association (NASAA) exam administered by FINRA.

Julie was a Financial Planner with First Command Financial Services in Sindelfingen, Germany, providing financial planning for military clientele stationed in the Stuttgart area. Julie worked in New York City for Goldman Sachs, Merrill Lynch, and Canadian Imperial Bank of Commerce(CIBC).

Julie has prepared taxes at Stitely & Karstetter, CPAs(Chantilly, VA), Stafford & Paulsworth, CPAs(North Wales, PA), and Barlas Tax & Financial Group LLC(Tarpon Springs, FL).