OUR VALUES

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

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PROFESSIONALISM

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

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RESPONSIVENESS

Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

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Vice President

Education

B.S., Accounting
Certificate, Computer Science
Point Loma Nazarene University
San Diego, California

Professional Affiliations

California Society of Certified Public Accountants
American Institute of Certified Public Accountants

Julie began her career in public accounting in 1985 and received her CPA license in 1989.  She first practiced in Los Angeles, California working for a local CPA firm, specializing in financial statements, audits and taxation.  Upon moving to Charlotte, North Carolina, Julie continued her career as a tax specialist at PricewaterhouseCoopers.  While in Charlotte, Julie received a North Carolina CPA license and gained extensive experience in complex tax issues including 1031 exchanges and tax reorganizations.  She was employed by a local Charlotte firm where she managed a number of diverse tax, audit and review clients.  Her areas of expertise include real estate, construction, agriculture, retail, service and manufacturing.

Julie joined the firm in November 2005 and became a shareholder in January 2012.  She is the current Treasurer of the Santa Maria Valley Discovery Museum and is serving on the Santa Maria Affiliate of the Santa Barbara Foundation.

Our Services

Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

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