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.
Our most precious commodity is time—and our attention is a close second. That’s why everyone can use some help on how to tune out daily distractions. We compiled the following helpful tips from copyblogger.com to get you started on dialing down distractions:
The April 15 filing deadline is rapidly approaching, so we encourage you to send us your tax documentation as soon as possible to expedite the filing process. Here are four important reasons why you should file your return sooner rather than later:
As a reminder, most 2018 tax documents were to be post-dated and in the mail by January 31st, so you should have many of your tax forms by now. Brokerage firms had until February 15th to produce their tax documents so if you have investment accounts, you should be receiving the 1099 this week.
Some of you have already dropped off your documents, but if you haven’t, please...