Julie Choi

Julie has served for more than 15 years, in both, public and private accounting. She incorporates her vast experience to resolve complicated issues, providing complete tax service and consultation to high-net-worth individuals and their families. She has passion for excellence in service and client satisfaction. Julie emphasizes and exceeds the expectations of her clients.

Education and Certifications

  • Bachelor’s of Science in Accounting, University of Southern California
  • Master’s of Science in Taxation with Honors, Golden Gate University

Professional and Civic Affiliations

  • American Institute of Certified Public Accountants, Member
  • California Society of Certified Public Accountants, Member


Julie has a passion for superior client service with a heart that cares and ears that listen. She has extensive experience working with families and closely-held businesses. With over 15 years of accounting and tax experience, Julie has developed the ability to diagnose and solve her clients’ most challenging problems.

Connect With Julie

Julie J. Choi, CPA


Practice Areas

  • Families of Wealth
  • Closely Held Companies

Practice Specialty

  • Family Wealth Practice
  • Business Advisory Practice
  • Women Owned Businesses Practice

Service Specialty

  • Families of Wealth Tax, Compliance and Planning
  • Enterprise Zone Credits

Industry Experience

  • Manufacturing and Distribution
  • Real Estate
  • Professional Services
  • Retail & Consumer Goods
  • Non-Profit