Julie Moran, CPA
julie@juliemorantax.com | (781) 214-1761 | Connect on LinkedIn →
If you’re looking for an experienced CPA who will take time to understand your business, communicate clearly, and help you plan with confidence, Julie would welcome the opportunity to learn more about you.
About Julie Moran, CPA
Experienced Guidance. Personal Attention. A CPA Who Communicates.
Julie Moran believes the most valuable CPA relationships are built on more than accurate numbers. They are built on trust, communication, and a genuine understanding of each client’s goals.
As a Certified Public Accountant with extensive accounting and tax experience, Julie advises small-business owners, individuals, families, trustees, and estate representatives. Her clients value her ability to make complex financial matters easier to understand—and her willingness to be available when important questions and decisions arise.
Julie also works with individuals and families whose tax situations benefit from professional attention. She is particularly helpful when business ownership, self-employment, investments, real estate, multiple income sources, or a significant life change makes tax filing and planning more complex.
Now based in Norwood, Massachusetts, Julie serves small-business owners and individuals throughout Greater Boston and works virtually with clients in other states.
Experience That Goes Beyond Tax Preparation
Before relocating to Massachusetts, Julie built and led a successful CPA practice in California. That experience gave her firsthand insight into the opportunities, pressures, and financial decisions business owners navigate every day.
Julie helps clients understand their financial position, anticipate tax implications, and thoughtfully consider the decisions ahead. Her work may include identifying appropriate deductions and planning opportunities, strengthening cash-flow visibility, evaluating business entity options, navigating state and local registrations, and preparing for growth or change.
Her goal is not simply to complete the work. It is to help clients understand the story behind their numbers so they can move forward with clarity and confidence.
A CPA Relationship Built Around Communication
Julie listens carefully, asks thoughtful questions, and takes time to understand what matters most to each client. Rather than overwhelming clients with technical terminology, she explains accounting and tax considerations in clear, useful language.
Clients can expect:
Direct and responsive communication
Careful attention to accuracy and detail
Practical guidance tailored to their circumstances
Clear expectations and next steps
Forward-looking advice that extends beyond filing deadlines
A professional relationship grounded in trust and mutual respect
As a business owner herself, Julie understands the value of having trusted advisors who see both the numbers and the larger picture. She does not apply a standard formula to every engagement. Her guidance reflects how the business operates, what the owner hopes to accomplish, and where strategic accounting or tax advice can make a meaningful difference.
“Julie is absolutely wonderful to work with! She was able to address all my millions of questions in a clear and concise way. She completed my tax returns quickly and efficiently which was super helpful. She even went above and beyond to help me with figuring out estimated quarterly taxes for this year which was brand new to me. She was also able to advise me on questions around LLC creation. She is fast, smart and dependable. I couldn’t recommend working with her enough!”
“Julie was an absolute dream! We had two tax returns we needed help on as we had a lot going on - multiple W2’s, freelance, stocks, etc. Julie answered all of our questions and completed our 2 tax returns in a very quick and easy manner for us, what took us hours last year by ourselves using TurboTax, took us 30 minutes this year with Julie. I’m beyond grateful to have found Julie and will of course be using her again in the future. 100% recommend Julie to anyone who needs help with their taxes, she’s patient, easy to communicate with, smart, and just a great person.”
A Collaborative Professional Advisor
Julie works effectively with attorneys, financial advisors, bankers, bookkeepers, consultants, and other professionals who serve small businesses, individuals, trusts, and estates.
She understands that every referral reflects the trust an advisor has built with a client. Julie respects that relationship, communicates professionally, and collaborates as part of the client’s broader advisory team.
Recent Posts by Julie Moran, CPA
