Julie has served for more than 20 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 a passion for excellence in service and client satisfaction. Julie emphasizes this trait 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
Vistage International, Member
Boomer Technology Circle, Member
Julie cares about her clients and the assistance she delivers to them. She has developed the ability to diagnose and solve her clients’ most challenging problems with ease. She has extensive experience working with families and closely-held businesses and works diligently to provide answers and realistic solutions, understanding that every situation is different.