BBB Business Review
BBB Accredited Business since 01/21/2010
BBB Business Reviews may not be reproduced for sales or promotional purposes.
Request a Quote
BBB Accreditation
A BBB Accredited Business since 01/21/2010
BBB has determined that Julie A. Heath, CPA meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that lowered Julie A. Heath, CPA's rating include:
- Length of time business has been operating.
Factors that raised Julie A. Heath, CPA's rating include:
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
| Complaint Type | Total Closed Complaints |
|---|---|
| Advertising / Sales Issues | 0 |
| Billing / Collection Issues | 0 |
| Problems with Product / Service | 0 |
| Delivery Issues | 0 |
| Guarantee / Warranty Issues | 0 |
| Total Closed Complaints | 0 |
Industry Comparison| Chart
Accountants - Certified Public, Tax Return Preparation, Payroll Service, Estate Planning & Management, Bookkeeping Service, Retirement Planning Service, Financial Planning Consultants
Additional Information
topLicensing
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
ACCOUNTANCY, STATE BOARD OF2000 Evergreen St
Sacramento, CA95815-3896
(916) 263-3680
http://www.dca.ca.gov
BBB records show a license number of 34699 for this company, issued by ACCOUNTANCY, STATE BOARD OF. Their web address is http://www.dca.ca.gov. The expiration date of this license is 05/31/2013.
Type: Board of Accountancy- Certified Public AccountantCheck License Status: Check License Status
Please note that governmental licensing information may not be current.
Type of Entity
Sole Proprietor
Contact Information
Principal: Ms. Julie A. Heath (Owner)Business Category
Accountants - Certified Public, Tax Return Preparation, Payroll Service, Estate Planning & Management, Bookkeeping Service, Retirement Planning Service, Financial Planning Consultants
Products & Services
Julie A. Heath, CPA offers tax planning and preparation, IRS representation, estate & trust tax preparation, bookkeeping, payroll, and retirement planning.
Alternate Business Names
Heath, Julie A. CPAIndustry Tips
Tax PreparationAvoid Abusive Home-Based Business Tax Schemes
BBBTips on Putting Together a Budget
Businesses Urged to Avoid Employment Tax Schemes
Dont Fall Victim to Tax Reduction Schemes!
Finding a Reputable Tax Preparer
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Responsibilities of Being an Executor
Selecting a Financial Planner
You Need to Hold an Estate Sale... Where to Begin?
Your Rights as a Financial Planning Client
LocationsX
2 Locations
-
3485 Taylor Road
Loomis, CA 95650Directions
-
PO Box 442
Loomis, CA 95650(916) 652-1379Directions
Industry Comparison ChartX
The information in the table below represents an industry comparison of businesses which are of the same relative size. This is based on BBB's database of businesses located in Northeast California. Businesses may engage in more than one type of business. The percent of time the business engages in a type of business is not accounted for. There is no known industry standard for the number of complaints a business can expect. The volume of business and number of transactions may have a bearing on the number of complaints received by BBB.
*Julie A. Heath, CPA is in this range.
Types of Complaints Handled by BBB
BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:
- Advertising or Sales
- Billing or Collection
- Problems with Products or Services
- Delivery
- Guarantee or Warranty
We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.
BBB Complaint Process
Your complaint will be forwarded to the company within two business days. The company will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the company's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.
BBB began including complaint response text in BBB Business Reviews in July 2012.
BBB reports the complaint response text for all reportable complaints against a business that are received electronically.
Industry Tips for Accountants - Certified Public
Tax PreparationAvoid Abusive Home-Based Business Tax Schemes
BBBTips on Putting Together a Budget
Businesses Urged to Avoid Employment Tax Schemes
Dont Fall Victim to Tax Reduction Schemes!
Finding a Reputable Tax Preparer
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Responsibilities of Being an Executor
Selecting a Financial Planner
You Need to Hold an Estate Sale... Where to Begin?
Your Rights as a Financial Planning Client
What is BBB Advertising Review?
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to prove their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
What government actions does BBB report on?
BBB reports on known significant government actions involving business' marketplace conduct.
About BBB Business Review Content and Services
Some Better Business Bureaus offer additional content and services in BBB Business Reviews. The additional content and services are typically regional in nature or, in some cases, a new product or service that is being tested prior to a more general release. Not all enhanced content and services are available at all Better Business Bureaus.