A longtime Livermore resident, Julie joined Alison's office in 2021. During her time there, she earned her Enrolled Agent (EA) credential, further strengthening her expertise in tax preparation and representation. In 2025, Alison transitioned the ownership of Professional Integrity Taxes to Julie.

Julie enjoys tax research and is committed to staying current with ever-changing tax laws while helping clients navigate the tax process with confidence. She takes pride in providing knowledgeable, personalized service tailored to each client's unique needs.

Outside the office, Julie is an avid gardener and dog lover. She and her husband share their home with two rescue dogs and enjoy exploring the Bay Area on weekly walks.

After years of serving Bay Area clients as a dedicated Enrolled Agent (EA), Alison has transitioned ownership of the practice to Julie, a trusted colleague since 2021. The two will continue to work together closely during tax season for the foreseeable future to ensure seamless, top-tier service for all of our clients.

Alison appreciates the unique challenge of researching ever-changing tax laws. She looks forward to focusing her energy on complex tax strategy while partnering with Julie to maintain the office's high standards of client care.

Throughout the rest of the year, she enjoys traveling the U.S. to visit friends and family, and scuba diving with her sister around the globe.