Julie is a Shareholder providing business tax strategy, structuring, and consulting services to privately held companies and their owners. Her areas of focus include business tax planning and compliance, estate and trust taxation, federal and state tax planning for individuals, and financial reporting. She works closely with clients to provide strategic guidance and solutions that support both their business and personal financial goals.
Julie graduated from the University of Washington in Seattle. With extensive experience serving privately held businesses and individuals, she brings a thoughtful, strategic approach to navigating complex tax and financial matters. She is a member of the WSCPA, the AICPA, and the Tacoma Estate Planning Council.
Outside of work, Julie enjoys spending time with family and friends, traveling, and connecting with the collector car community through car cruises and shows.
