Julie Chevalier, 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

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 […]

Holders of Foreign Bank & Financial Accounts Must File FBAR by 4.15

AAFCPAs would like to remind clients of the IRS’s April 15th deadline to file their annual Report of Foreign Bank and Financial Accounts (FBAR), which applies to U.S. citizens, resident aliens and any domestic legal entity. For additional information about filing deadlines, filers are encouraged to visit the Financial Crimes Enforcement Network’s (FinCEN) website. Filers […]

IRS provides tax inflation adjustments for tax year 2022

The Internal Revenue Service announced the tax year 2022 annual inflation adjustments for more than 60 tax provisions, including the tax rate schedules and other tax changes. Highlights of changes: The tax year 2022 adjustments described below generally apply to tax returns filed in 2023. The tax items for tax year 2022 of greatest interest […]