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About Julie

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I have been a Certified Public Accountant since 1982 and a Certified Financial Planner since 1990. I am an active member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. I have a Master of Business Administration in Taxation from Golden Gate University and a Bachelor of Arts in Business Economics from the University of California Santa Barbara. I started my public accounting career in 1979 with KPMG in Los Angeles and continued working there until 1983. Thereafter, I have worked for a wide range of companies in both the public accounting and private industry sectors including: ARCO, Levis Strauss, American Express, Tektronix, GenCorp, ETrade, Telestream, and Deloitte and Touche. I started my own practice in September 2007, where I concentrate on business consulting and tax compliance.

Because I have such a broad background, I consider myself a generalist; serving a wide range of clientele. I work with large business tax and accounting compliance issues, closely held businesses, startup companies, high net worth individuals, nonprofit organizations, and estate and trust administration. My industry expertise is in manufacturing, real estate, high technology, and consulting and service. For my individual clients, I incorporate my financial planning skills to assist them in selecting the right life decision path that best suits their goals in a confidential and unbiased environment.

I have vast experience in SOX compliance, sales and use tax, property tax, income tax, state tax and international tax compliance and planning issues, including FAS 109 and FIN 48.

I am an active member of the Loomis community where I am a member of the Loomis Chamber of Commerce, have been a board member of the Penryn School Board and the Del Oro Jr Golden Eagles Football Association.