Julie Cummins joined the Mattison Yoder team in 2018. As an Administrative Accountant, Julie is often one of the first faces our clients will meet. In addition to setting up new clients in our system, she also processes individual federal, state and local tax returns including mail and e-files, making sure our individual clients get timely refunds or clear instructions for paying their income tax liability promptly. She also manages our client files and accounts, processes accounts receivables and monthly mailings. Julie helps with back-office accounting (BOSS) for our business clients. She records daily transactions and manages accounts payable.
Julie brings a wealth of knowledge to our team with many years of accounting and individual income tax experience. She has earned a Bachelor of Science in Accounting from DeVry University. During her spare time, Julie enjoys reading, kayaking, and is very busy chauffeuring her children to various activities. She and her family are members of St. Paul Catholic Church in Westerville.
Phone: 614-854-9000 ext. 204
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
We trust 2018 was a safe and prosperous year for all of you! Of course it is that time of year again when we have to begin gathering our tax documents for the annual ritual of filing our tax return. Hopefully by now you are all aware of the major tax reform bill in effect for the 2018 tax year. We have sent several letters, blogs and email blasts throughout the year in an effort to better...
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.