Julie A. Helms, CPA

Director
Specialty Tax Services

Biography

Julie has over 10 years of experience with fixed assets, specializing in cost segregation and expense vs. capital analyses. She has a unique approach and enjoys the gray areas of the tax law where she can come up with creative solutions for her clients. Knowing the correct answer can look different for each client, Julie works with clients and their current systems and processes to find the best solution tailored for them. Julie has mastered the art of taking complicated tax concepts and translating them into understandable and implementable processes.

The Specially Tax Services group provides strategy, counsel and project work for a wide variety of businesses. Julie teams closely with the firm’s Partners providing counsel and execution on matters that extend beyond compliance. Cost Segregation Studies, R&D Tax Studies and M&E Studies only scratch the surface of our capabilities. Lurie’s Specialty Tax Services partners with all the other firms’ groups to offer unique tax savings and reduction strategies for businesses and their tax concerns. This close collaboration provides not only coordinated, seamless service but delivers true dollar cost savings.

When Julie isn’t in the office, she is spending time with her husband and son. She is also an avid runner who enjoys the warm Minnesota months and checking out new taprooms on the weekends.

Education

  • Bachelor of Science in Accounting – Minnesota State University Moorhead

Professional and Community Involvement

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants