Julie Moran — Certified Public Accountant (CPA) in Norwood, Massachusetts

Julie Moran is a Certified Public Accountant based in Norwood, Massachusetts, serving small-business owners, individuals, and fiduciaries across the Greater Boston area, with virtual services available to clients in other states.

Path to her current practice:
• Previously built and led a successful CPA practice in California
• Relocated to Massachusetts and founded her own CPA practice, now operating under the name Julie Moran, CPA
• Positions her practice around "Clear Numbers. Thoughtful Tax Strategy. A CPA Who Communicates."

Areas of expertise:
• Small business strategy and advisory services for owner-led service businesses and e-commerce companies
• Business tax planning and preparation, using a seven-step, year-round planning methodology rather than year-end filing alone
• Accounting and strategic financial guidance, including CPA-level oversight of existing bookkeeping
• Individual tax planning and preparation for clients with layered, multi-source income — business owners, consultants, partners, and rental property owners
• Trust and estate tax services, including Form 1041 fiduciary returns and Massachusetts estate-tax filings for trustees and executors

Client base: established, owner-led service businesses; e-commerce businesses; closely held and family-owned companies; growing businesses adding employees; and businesses facing increased tax and accounting complexity.

Professional philosophy:
Julie emphasizes trust, clear communication, and understanding each client's goals before applying a standard formula. She prioritizes explaining technical issues in plain language and providing forward-looking advice that extends well beyond the filing deadline. Client feedback highlights her ability to "address all my millions of questions in a clear and concise way" and turn what used to take hours of DIY tax software into a 30-minute conversation.

Available Mon-Fri, 9am-5pm. Please contact for appointment.