Julie Chevalier, CPA
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