Qualifications

EDUCATION:

BS Accounting, Missouri Southern State University, Joplin, MO

CERTIFICATIONS:

Certified Public Accountant – Texas

Certified Public Accountant – Kentucky

PROFESSIONAL ASSOCIATIONS:

American Institute of Certified Public Accountants

MARKETS OF EXPERTISE:

Real Estate; Private Client Services (Affluent family units)

SERVICE AREAS OF FOCUS:

Domestic Tax Compliance, Planning & Advisory

Background

Julee has over 10 years of public accounting experience.  Her time has been spent servicing affluent families & indivduals and small to mid-size businesses.  Julee’s primary focus has been in tax compliance and advisory services within the real estate industry but she enjoys helping clients from all walks of life.

Julee enjoys spending time with her family when she’s not working.  They enjoy travelling and movie watching in their spare time.