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Julian Joppy, EA

Business & Tax Advisor, Startup Founder

President at BizTax Advisory · Wilmington, Delaware, US

Open to advisory

Operations & Finance

Don’t wait until growth exposes the cracks. Build the right structure, systems, and strategy now so your business is ready to scale, adapt, and thrive for the long term.

Makes warm intros to

CustomersTalent

5

Hours / month

About Julian

My name is Julian Joppy, and I am the President of BizTax Advisory. I specialize in advising/consulting small businesses and investors through tax planning, tax structuring, and tax strategies to identify available opportunities businesses can utilize to reduce their tax liability. Additionally, I work with business owners to automate bookkeeping and payroll systems, create tax savings systems, forecast/strengthen lending power for real estate or other business lending needs, and provide experience and guidance to aide in well-informed business/investment decisions.

I am an Enrolled Agent (EA), and I have been a tax advisor and accountant for over seven years. I earned my Bachelor's Degree in Business & Accounting at Penn State University and graduated Summa Cum Laude with a 3.79 GPA, which was the top 6% of my class.

I strive to save time and money for our clients while providing them with a skilled and experienced professional in their corner with their best interests at heart. If I take you on as a client, I will work diligently to meet your needs and exceed your expectations.

Skills

Debt FinancingSmall Business AdvisoryTax advisoryTax StrategyBookkeeping AutomationTax PlanningFinancial StrategyCash flow planningOps & financeFinancial ForecastingFinancial SystemsPayroll SystemsOperational EfficiencyBusiness StructuringLegal & ComplianceFinancial Modeling

Experience

job

President

BizTax Advisory

Advises small businesses and investors on strategic tax planning, tax structuring, bookkeeping automation, and overall business strategy.

education

B.S. in Business & Accounting

Penn State University

Earned a Bachelor's Degree in Business & Accounting, graduating Summa Cum Laude with a 3.79 GPA.

job

Founder

BizTax Playbook

Built a tax and financial platform offering workflows, tools, and year-round tax planning resources to hundreds of business owners and advisors.