Julia is a Tax Senior Manager with Brown Plus with nine years of public accounting experience with a focus on tax compliance for high-net-worth individuals, gift tax, estates and trusts. She specializes in tax planning for business owners and incorporates her knowledge of trusts and gift and estate tax issues to provide a holistic approach in meeting her clients’ needs.
Julia received her Bachelor of Science degree from Penn State University with a dual major in Accounting and Finance.
Association Memberships
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
Community Involvement
- Lancaster Estate Planning Council – Member
- Lancaster Young Professionals – Member
- Water Street Rescue Mission – Volunteer
Focuses
- Estates and Trusts
- Gift Tax
- Tax Services