Julia has a knack for tax—and an impressive list of tax credentials, too. Before joining us, she helped companies recover tax overpayments and worked as a state auditor. Now, she prepares fiduciary income tax returns and accountings, helps clients navigate the probate process, and assists with many aspects of trust administration.
In her free time, she enjoys playing piano on Sunday for her local church and taking her beautiful Pomeranian, Zita, for a walk.
Email her at firstname.lastname@example.org.