Julie Gomez


Tax Senior Manager


Julie is part of our estate, trusts and gift tax planning group, a division of our Tax Services Team. She has considerable experience with the many unique tax requirements for trusts, in addition to extensive experience with pastoral taxes. She works with numerous individuals and family clients assisting them with their tax compliance and planning needs.

Education and Certifications
  • Auburn University –Master of Accountancy, cum laude
  • Auburn University – Bachelor of Accounting, cum laude
  • Certified Public Accountant (CPA)
Professional and Community Associations
  • American Institute of Certified Public Accountants (AICPA)
  • Kentucky Society of Certified Public Accountants (KYCPA)
  • Member, Southern Indiana Estate Planning Council