Who
Julie has served for more than 15 years in both public and private accounting. She incorporates her vast experience to resolve complicated issues in providing complete tax service and consultation to high net worth individuals and their families. She has passion for excellence in service and client satisfaction. She emphasizes in exceeding the expectations of her clients.
- Bachelor of Science in Accounting, University of Southern California
- Master of Science in Taxation with Honors, Golden Gate University
- Member of American Institute of Certified Public Accountants
- Member of California Society of Certified Public Accountants
Why
- Passion for superior client service with a heart that cares and ears that listen
- Extensive experience working with families and closely-held businesses
- Solid accounting and tax experience
- Over 15 years of problem solving
What
Julie offers particular expertise in :
- Complex Transaction Analysis
- Family Business Taxation
- Tax Planning for High Net Worth Individuals and Families
- Pass-Through Entity Taxation
- Real Estate Taxation
- Manufacturing Industries
- Professional Service Industries
- Not-for-Profit Entities
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