"I appreciate that you are always happy to see me. I always receive personal attention and great advice. Thank you for your hard work and help over the past 10 years. No matter what happens, I can always rely on you to help me and my company!" ~ A.C.
"I focus on individuals to see their goals through their eyes. I give personal proactive advice after understanding each person's measure of success. When an individual succeeds, so does their company."
~Julie Ayers, CPA
Julie's ability to help clients overcome financial obstacles began when she worked for a prominent property management company who oversaw the management of prestigious condominiums in Washington, DC. Faced with unsold condominiums and a down turn in the market, condominium associations turned to her to find ways to reduce their overwhelming financial burden. Julie realized that by helping the association she was able to also help the individual owners save their homes. Armed with this knowledge and passion, she left the company and became a CPA to work in public practice.
Julie knows the complexities of tax law and she understands the variety of ways regulations can be applied to serve the needs of her clients. Clients rely on Julie's personal approach to problem solving, knowing that she will work tirelessly to help them.
When clients encounter stressful situations, they know that Julie offers creative alternatives to reach their goals. She starts by asking each person what they hope to achieve. After Julie understands the goal, she works backwards while considering all options and choosing the best path for success.
Julie is an enthusiastic runner focused on winning and training for success. She and her family enjoy weekend travel to her son's soccer games and other travel in the U.S and abroad. Her trips to Italy are filled with visiting friends and family, and a hearty appreciation for the local cuisine.
PRACTICE AREA
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Income tax compliance
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Income tax planning
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Strategic planning
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Tax department manager
EDUCATION
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BSBA Business Administration
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University of South Carolina
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CPA Program
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University of Virginia
CERTIFICATION
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Certified Public Accountant, NC # 29034
PROFESSIONAL AFFILIATIONS
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Women Presidents' Organization - Charlotte Chapter
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American Institute of Certified Public Accountants
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NC Association of Certified Public Accountants
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Ardrey Woods Home Owners Association - Board of Directors
CONTACT INFORMATION
