Julia has been instrumental in the management and success of tax planning and strategy at BCG&Co. for 12 years, and brings corporate and public accounting experience from a national firm. She holds a Bachelor of Science degree in accounting from Otterbein College in Westerville, Ohio, and a Master of Taxation degree from The University of Akron.
Julia is a Certified Public Accountant (CPA) devoted to advising clients on tax compliance, planning and projections, as well as ownership structuring, like-kind exchanges, cost segregation and year-end closings.
Specialization.
As a member of the firm’s Construction and Real Estate Industry Practice Group, Julia’s specialties are in real estate tax and tax consulting for multi-state organizations. She has a true passion for helping clients save money and reduce their tax liability by sorting through complex challenges and creating effective planning strategies. Professional Associations and Leadership.
American Institute of Certified Public Accountants (AICPA)
Ohio Society of Certified Public Accountants (OSCPA).
Featured in Inside Business as ‘One 2 Watch’ – listing of the top accomplished young professionals.
Awards and Service.
Awarded the 2011 ‘Northeast Ohio ATHENA Young Professional Award’ Recipient of the 2011 ’30 for the Future’ leadership award United Way -Young Leaders Society, Chair (2011 – present), Vice Chair (2010) -Campaign Cabinet member (2010 – present) -Day of Action participant (2008 – present) Torchbearer Alumni Steering Committee (2010 – present) Destination College Program with Summit Education Initiative -Interviewer for Student Applicants (2007 – present) Bridgestone Golf Tournament, Finance Committee (2005 – present) American Red Cross, Acts of Courage Annual Dinner Volunteer (2011) Akron Beacon Journal Tax Hotline (2000 – present) Akron Public Schools Read to Me Day (2000 – present)
Past Board Member of the Battered Women’s Shelter of Summit and Medina County (2001 – 2003) Torchbearers member (2004 – 2009) -Board of Directors (2006-2009) and Officer – Vice President (2007), Secretary (2006), Treasurer (2008) Destination College Program with Summit Education Initiative -Mentor (2005 - 2006) -Mentor Planning Committee (2006 – 2007) Toastmasters International, Treasurer (2001– 2005) American Heart Association Heart Walk volunteer ( 2002 – 2009) Operation CPA volunteer (2009) Junior Achievement Bowl-a-thon volunteer (2001 – 2002) Keep Akron Beautiful volunteer (2000 – 2001)
Who is Julia outside the office?
Julia resides in Wadsworth with her husband, Mike, and their two sons. She grew up in … North Canton, Ohio. Roots for … Ohio State University football. Interests … playing outside in the summer with my children and husband, reading, enjoying a glass of red wine with friends.
