Financial Allies LLC

Ed McLaughlin

Dec 15, 2021on

I worked with Julie when she was with another firm. She was organized and thorough and took the stress out of tax season. I can't imagine doing our taxes again. When I became responsible for the finances of an elderly parent, Julie stepped in and helped with a tax planning strategy and set things up making it super easy. I am a client for life.

Kate Gigliotti

Dec 14, 2021on

Working with Julie has been a lifesaver for our family! Doing our own taxes and using H&R block for years before finding her, we could not believe how easy it was to get our return in a timely fashion. We were feeling very overwhelmed with multiple W2s and a new mortgage, and Julie worked with us to make sure we took advantage of every credit and got a great return. She also helped us when we received a bill for missed taxes from a previous return we had submitted with H&R block years before. She was able to take a bill for over $2000 and, through her research and diligence, prove that we only owed $85. I was so relieved! I am extremely impressed with her professionalism and attention to detail. Communication has been prompt and very clear. I would highly recommend Financial Allies!

Rosemarie Cardie

Dec 14, 2021on

Julie Karlick is a wonderful CPA! Very responsive and knowledgeable of the tax process. My husband and I had a ton of changes in one year (new jobs, new home) and Julie made the whole process very easy. She is a delight to work with. Very professional and responds quickly to emails. Highly recommend!