Julie Sauriol, CPA

Tax Partner

Julie is responsible for ensuring that clients minimize tax obligations with cutting-edge solutions based upon proven effective and reliable tax expertise. Her skills are concentrated on state and local taxation (SALT), including: income, franchise, property, payroll and sales and use taxes. She delivers compliance, tax consulting and tax planning solutions for individuals and privately-held businesses in a variety of industries, including: retail, professional services, technology, software, publishing, manufacturing and nonprofit entities. She is highly-sought after for her knowledge on issues related to: physical presence versus economic nexus; state apportionment; tax exposure in relation to FIN 48 financial reporting; and the tax implications of multi-state transactions, such as: mergers, acquisitions, expansions and relocations.

Julie is a hands-on leader of AAFCPAs’ tax team, training professional staff on topics related to changing tax laws and their impact on our clients’ profitability. She is an active member of the firm’s Tax Committee and Women’s Opportunity Network (WON) Committee. Prior to AAFCPAs in 2014, Julie gained over 10 years of experience in corporate and public accounting at national & regional firms.

Education

Worcester State University – Bachelor of Science, Business Administration, magna cum laude

Professional and Civic Associations

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants

Service

TechSandBox – Former Board Member and Treasurer
ArtsWorcester – Former Treasurer

Contributed Insights

Tax and Accounting Implications in Buy-Side Business Transactions

Understanding the myriad tax implications of a buy-side business acquisition is essential to achieving a successful outcome. The way you structure the deal and approach due diligence can influence your financial results and help to avoid costly pitfalls. With the right strategies, you can identify opportunities to maximize tax benefits and streamline the integration process. […]

The Hidden Costs of Selling a Business Without a Plan

In this article: Selling a business is one of the most significant financial decisions owners face, with implications that reach far beyond the transaction itself. A lack of strategic planning could mean leaving value on the table or overlooking critical opportunities. To ensure the sale supports your financial and personal goals, careful preparation and guidance […]

Maximize Your Business Sale Value: Why Accurate Financials Matter

In this article: Businesses considering a sale, merger, Unsolicited Friendly Offer (UFO), or even a partial sale in exchange for a significant outside investment typically hear one piece of advice: Ensure your books are in order. Clean, accurate, and up-to-date financial records are essential for transaction success, particularly as prospective buyers or investors demand greater […]