Please join us in congratulating Julie Yule, CPA, on her recent promotion to Tax Manager! Julie Yule joined Ullrich Delevati, CPAs in 1996, and for over 20 years, she has provided insightful and consistent tax planning and preparation services, accounting, and consulting services to our clients. As a CPA and Senior Accountant in the firm, Julie has a long history of working with a wide range of individuals and businesses to provide them with complete accounting services to include specialized income tax services.
As the firm’s new Tax Manager, Yule will expand her role to include supporting the Partners and staff with tax research, the review of complex federal and state tax returns, and act as the firm’s primary knowledge base for state taxation, tax law changes, and tax engagements. Yule will also serve our firm’s primary trainer and point person for tax law changes and assist with the both the training and implementation of the firm’s Ultra Tax software system. All the while, continuing to help grow our client base with the exemplary service and uncompromising quality we’re known for while strengthening our firm’s ability to serve our clients.
As one of our firm’s two most senior QuickBooks Pro Advisors, Yule will continue leading the firm in our client service areas of QuickBooks account set-ups, conversions to QuickBooks Online, and training on how to use the software most effectively.
We thank Julie Yule for her ongoing service and are excited to support her in her continued success!
To learn more about how Ullrich Delevati, CPAs can help provide financial clarity for your business or personal ventures, email info@udcpas.com, call 530-666-6671, or visit our website www.udcpas.com.
Exciting Partnership Changes at Ullrich Delevati, CPAs
Founder, Marcus Ullrich, is passing the torch of full-time Managing Partner role to Anthony Delevati, as two senior staff members, Lisa Martinez Dunham and Vivian Plank, join the Partnership. Marcus Ullrich will continue to serve his present clients as an active Partner, and Jim Engstrom will remain as a Principal for the West Sacramento Office.
What it Means For You: This expansion of our Partnership strengthens our ability to provide you and our growing client base with the exemplary service and uncompromising quality we’re known for. We are well-poised for the future, and we look forward to growing more with our community.
Want to Learn More: To learn more about how Ullrich Delevati, CPAs can help provide financial clarity for your business or personal ventures, email info@udcpas.com, call 530-666-6671, or visit our website www.udcpas.com.