EDUCATION
- Texas A&M University
- B.B.A. in Accounting
CERTIFICATIONS
- Certified Public Accountant – Texas
INDUSTRIES
- Professional Services
- Real Estate
SERVICES
- Corporate Tax Planning & Compliance
- Individual Tax Planning & Compliance
OVERVIEW
Julia has over 30 years of experience working with family groups and closely held businesses to solve their tax planning and compliance needs. She provides services to high-net-worth individuals, trust and estates, and corporations and partnerships in multiple industries.
ASSOCIATIONS AND PROFESSIONAL DEVELOPMENT
- Member of the Texas Society of CPAs (TXCPA) and its Houston chapter
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the Houston Estate and Financial Forum
