Julie oversees all aspects of tax planning, preparation and review processes for corporations, partnerships, and individual tax engagements. With an end-to-end tax outsourcing approach, she’s able to best anticipate the tax implications of various business strategies and proactively advise her clients.
Julie specializes in corporate and flow-through entity taxation, with an emphasis on partnerships and S-corps. She works regularly with clients engaged in entity structuring and transactions in the real estate industry. Her hands-on work with clients allows her to see how a business operates day-to-day, frequently communicating with internal teams, answering questions, fixing issues, and providing tax-efficient advice that gives clients confidence as tax matters develop. This close collaboration with businesses frees leaders to focus on growing their core business.
Previously, Julie worked as a tax manager at AG Tax and Consulting Inc. and Eide Bailly, where she was required to coach, mentor and train staff members to bring out the best in those she works with.
Julie enjoys winning the important points at work and on the tennis court, where making every shot matter is the key to a good match. She also spends as much time as she can outdoors, taking in the natural beauty of her adopted state, Colorado.
ADMISSIONS & MEMBERSHIP
- CPA (Colorado License #0016390)