Julia Walthercpa

Julia is an accomplished tax manager specializing in trust and estates, tax compliance, and business planning. She graduated from UCSB with a bachelor’s degree in Global Studies and in 2015 earned her master’s in business taxation from USC. Beyond the office, she serves as Managing Director at the Santa Barbara Beekeepers Association and serves on the local and state-wide committees at the California Society of CPA’s (CalCPA). Julia is passionate about mentoring young professionals and promoting sustainability through beekeeping.

EXPERTISE:  Tax Compliance and Planning for Businesses, Estates, Trusts and High-Net-Worth Individuals

• Favorite thing about my job: Helping people face their rational fear of taxes.
• What is your side gig/passion project/hobby? Pottery and bees.
• Favorite movie quote: “The dude abides”
• If you could have dinner with one Marvel character, who would it be and why?  Well, I prefer brunch, and I would like to marvel at Fyodor Dostoevsky.