Julie has 35 years of comprehensive accounting experience, including tax return and financial statement preparation, liability, and audit defense. She works with both individuals and businesses to develop long-term tax and succession planning strategies. Her industry experience includes agriculture, wholesale and retail sales, athletic equipment, grocery stores, and real estate.
Prior to the formation of DZH Phillips, Julie was a principal at one of its predecessor firms, Daoro Zydel & Holland. Before joining DZH Phillips, Julie was a founding partner at Beck, Marder & Beck. Julie obtained her Bachelor of Science degree in accounting from Arizona State University. She is a member of the California Society of Certified Public Accountants (CalCPA).
Julie has strong problem solving skills and a detail-oriented perspective, giving her a nuanced understanding of each client’s needs. Her ideal client, to put it simply, operates a good business, whatever their industry. In her free time, Julie likes to cook and travel.