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 & individuals 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 traveling and movie watching in their spare time.