Compassion Tax Corporation

Compassion Tax Corporation

5.0(4 reviews)
Offers online services
Offers online services

About

Hello, It is nice to meet you! I have been a tax professional for a very long time, 30 years! I have worked for many companies in tax and accounting over the years but in 2011 started Compassion Tax Corporation. We specialize in tax preparation and resolution. We can help you prepare your seasonal return, 1040 and all Schedules, Business Returns, Back taxes, Offers In Compromise, Installment Agreements, and Trust Returns. I am confident I have a solution to your tax needs and am looking forward to getting to work with you.


Highlights

3 employees
13 years in business
Serves Carmel-By-The-Sea , CA
Offers online services

Payment methods

Credit Card, Cash, Check, Venmo, Paypal, Zelle, Bitcoin

Specialties

Industry

Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries

Annual income

Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M

Accounting software

QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements

Accounting for

Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit

Reviews

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Terri

Having a business is very rewarding, but trying to make sure we file taxes correctly was going to be our biggest challenge, or so we thought. Juliana is AMAZING! She takes care of everything, files on time, and is very thorough. I cant imagine doing our taxes without her. We have complete confidence in Juliana and absolute trust. She knows what she is talking about.
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November 29, 2022

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Pikake

Juliana has been doing my taxes for 7 years. She is very trustworthy and timely. She makes it very easy and she gets it done. She is very experienced and it is a painless process.
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October 27, 2022

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Bryan E.

Juliana and the staff at Compassion Tax are fantastic. They were able to help me navigate tax returns due for my fathers estate after his sudden passing. They showed such expertise and care that it made a very difficult situation so much easier. Juliana is very knowledgeable in all matters of tax, including rental properties, 1031 exchanges and Trust Returns she was also able to file an amendment and got my father an additional 8K from a mistake he had made on a return which he had self filed a year or two before his passing. I would recommend Juliana and compassion text to anyone who needs a professional who cares and can get the job done right
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October 21, 2022

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Tom L.

Juliana has been doing my taxes for 15 years. She is knowledgeable and was helpful with a family trust situation. I recommend her to anyone for her expertise.
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October 19, 2022

Frequently asked questions

Consultation to assess tax situation, data collection, solution. 

Enrolled Agent

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.


Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

30 Years of Tax and Accounting Experience

22 Years of Running Several Small Businesses and Corporations

Founder of a Not for Profit 

Licensed Realtor since 2001

13 Years of Trust Management

As some tax situations can be complex pricing is based on individual need.

I realized I was good at it and that solving people's tax problems was rewarding.

Individuals, Corporations, Non Profits and Trusts.

Any time I can complete a client's back returns or help them solve a stressful tax situation I feel happy. I know my client's can sleep better at night and I feel a sense of accomplishment for continuing good in the world.

It takes a level of trust between the client and the tax professional to solve tax problems so a good fit between the two is important. Also, experience with the IRS is key. Not all tax pros have representation experience which is crucial in getting a good outcome.

It is always helpful when a customer knows what their end goal with a project is but that isn't always possible. The best advice I can give is to start with honesty and let us do the rest. We have solved some of even the most impossible tax problems. We have been doing this for years and have a wealth of solutions for tax resolution and every day tax business requirements.


Services offered

Spiritual Counseling
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting