Julie W. Daugherty


Julie earned a Business Associate Degree from Central Pennsylvania College. She has also done extensive course work in Income Tax Return preparation. Julie joined the firm in 2003 and took on tax and accounting responsibilities. She handles business services including entity set-up, payroll and accounting for small businesses. Julie prepares tax projections and tax strategies for clients. In addition, Julie prepares Partnership, Corporate, Fiduciary and Estate Tax Returns. She is an associated person of INVEST.

Client Center

- Individual Client
- Business Client


Using Your Client Organizer
How to Review My 1040
Using File Exchange



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