Salon S.
Julia - 5 stars
Working with Julia this tax season was again a great experience. From the start, she was proactive, organized, and thorough — reaching out early to request the right documents and clearly explaining what was needed to finalize both personal and business returns. What really stood out was her attentiveness to detail. When we provided a last-minute form, she reviewed it right away and identified that we were eligible for the AOTC - turning what would have been a balance due into a refund. She also walked us through the IRA contribution option and its financial impact, making it easy to make an informed decision.On the business side, she patiently worked through a complex 401(k) contribution question, and so on. Julia is knowledgeable, responsive, and genuinely cares about getting things right for her clients. We highly recommend her and look forward to working with her again next year.



