Julie Torresson, Cpa, Mba Email & Phone Number

Primarily focused on developing and implementing quality, in-house training programs to increase staff awareness and technical skills to successfully provide business solutions to our clients. Responsibilities also include review of staff engagements and individual tax returns, ensuring that firm standards of integrity are maintained.Experienced in preparation of complex individual returns, corporate returns (C-Corp, S-Corp, LLCs), trust returns and exempt organizations (non-profits… Show more Primarily focused on developing and implementing quality, in-house training programs to increase staff awareness and technical skills to successfully provide business solutions to our clients. Responsibilities also include review of staff engagements and individual tax returns, ensuring that firm standards of integrity are maintained.Experienced in preparation of complex individual returns, corporate returns (C-Corp, S-Corp, LLCs), trust returns and exempt organizations (non-profits, private foundations). Show less

Provide business solutions to clients by working with various levels of staff internally as well as externally with clients. Also, works to satisfy all our clients financial reporting and tax needs. Experience with C-Corporations, S-Corporations, LLC, and individual financial statements and tax returns.

Individual tax return preparation

Assisted customers with banking transactions focused on accuracy, efficiency, and customer relations; informed customers of opportunities within the bank that could provide them with a better banking relationship; service ATM when applicable; prepare proof work, interoffice mail, and ATM documents for courier pick up; assisted with cash shipment verifications

Assisted students in math and accounting courses; taught alternative study methods

Mba, Accounting

Thesis Topic - Fair Value Accounting

Bachelor Of Science - Business Administration, Accounting

Activities and Societies: PICPA Student Member; Tutoring

High School Diploma