SPECIALISTS
Julie M. Schoen
Consultant, Citrin Cooperman Advisors LLC
Experience
Julie M. Schoen is a consultant with more than 20 years of experience in the accounting industry.
Julie’s experience includes preparation and review of individual and trust income tax returns, preparation of gift tax returns and tax and cash flow planning. She works with a wide range of clients including law firm partners, business executives, widows, multi-generational families and government employees. She enjoys working closely with her clients and their other advisors to meet their individual financial needs.
CREDENTIALS
Education
Bachelor of Science in Business, Towson University
Licenses
Certified Public Accountant in the State of Maryland
Affiliations
Member, American Institute of Certified Public Accountants
Member, Maryland Association of Certified Public Accountants
Member, Montgomery County Maryland Estate Planning Council
WORK-LIFE BALANCE
Outside the Office
Julie enjoys spending time entertaining family and friends, and the great outdoors.
Get in Touch with Julie Today
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