About Julia
OverviewProfessionalCertificationsEducation
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.
Professional
- 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)
Certifications
Certified Public Accountant - Texas
Education
- Texas A&M University
- B.B.A. in Accounting
