Julie Moran, CPA — CPA Firm in Norwood, Massachusetts

Julie Moran, CPA is a Norwood, Massachusetts CPA practice serving small-business owners, individuals, and fiduciaries throughout the Greater Boston area, with virtual services available to clients in other states. Julie built and led a successful CPA practice in California before relocating to Massachusetts, and now runs her own firm around a simple positioning: "Clear Numbers. Thoughtful Tax Strategy. A CPA Who Communicates."

Areas of practice:
• Small business strategy & advisory services — financial statement analysis, budgeting, cash-flow forecasting, and tax-sensitive decision support for owners who want more than annual tax prep
• Business tax planning & preparation — federal, state, and local business returns built on a seven-step, year-round planning methodology rather than year-end scrambling
• Accounting & strategic financial guidance — chart-of-accounts review, reconciliations, month-end/quarter-end closes, and CPA-level oversight of existing bookkeeping
• Individual tax planning & preparation — returns for clients with "layered income" from multiple sources: business ownership, self-employment, investments, real estate, and multi-state situations
• Trust & estate tax services — Form 1041 fiduciary returns, Schedule K-1 preparation, and federal/Massachusetts estate-tax returns for trustees and executors navigating an unfamiliar process

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

Julie's approach prioritizes clear, jargon-free communication and proactive, forward-looking advice — helping owners "anticipate tax obligations, improve financial visibility, and address questions before they become costly problems" rather than applying a standard formula to every engagement.