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Julie Viola
Julie Viola
CPA, MST
Tax Partner
(978) 557-5369
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Julie Viola


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Experience

Ms. Viola has extensive experience in providing tax planning, consulting and compliance services to MFA clients. Julie has an in-depth knowledge of state and local taxes and specializes in multi-state tax planning and compliance for corporations, S-corporations and individuals.

Julie has been an integral part of MFA’s tax department for the last twelve years. Clients regularly seek her out for assistance in addressing the unique challenges they face as they navigate the complexities of business and its interrelationship with taxation. Her genuine understanding of their issues and how they relate to generating profit and optimizing shareholder value allows her to consistently deliver winning solutions. In all engagements, Julie represents MFA clients with a trademark enthusiasm and team-oriented approach that have been staples throughout her career. 

October 2011: Central Mass Financial Executives Organization Massachusetts Tax Update
Expertise

Tax planning and compliance

Multi-jurisdictional tax consulting

Trust taxation

Strategic planning and goal setting

Business and strategic tax planning

Business structure planning and consulting

Compensation alternatives

Massachusetts business trusts

Estate planning strategies

Cost segregation studies

Education

MST — Master of Science in Taxation; Bentley College

BS — Accounting; Bentley College

Certifications

CPA — Certified Public Accountant

Professional Affiliations

American Institute of Certified Public Accountants

Massachusetts Society of Certified Public Accountants