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.
Best way to contact Julia
Email her at firstname.lastname@example.org.
- Robert Morris University, Master of Taxation 2013
- Franklin University, Bachelor in Finance 2000
- California University of Fresno, Bachelor in Accountancy 1995
- Enrolled Agent 2014-current