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.
- Member of the Texas Society of Certified Public Accountants (TXCPA) and its Houston Chapter
- Member of the American Institute of CPAs (AICPA)
- Member of the Houston Estate and Financial Forum
- Member of the Houston Estate and Business Planning Council (HBEPC)
Certified Public Accountant - Texas
- Texas A&M University
- B.B.A. in Accounting