Transition Announcement - December 9, 2021
Dear Clients and Friends,
Since 2004, it has been my privilege to work with each of you on your taxes and financial accounting. I appreciate your trust in me with these important aspects of your life. I am blessed by the friendships and relationships I have developed over the years with so many of you.
This announcement is to share the news that I will be taking a step back from my work responsibilities in an effort to focus on my health and other aspects of my life. After much prayer and consideration, I am pleased to announce I have found a qualified CPA to take over my practice.
Her name is Hanaa Ebrahiem and I hope you will like her as much as I do. She is easy to talk to and is an experienced business woman with an established of accounting firm in Cypress. Hanaa is looking to expand into this area and plans to keep the office at this time in order to be able to continue providing the same level of service that you have come to rely on.
I hope that you give her the same trust and respect that you have given to me as she works to learn about you and your needs as clients. I will continue to work with her during the transition phase in order to help you get to know her and to acquaint her with all of you.
Since 2004, it has been my privilege to work with each of you on your taxes and financial accounting. I appreciate your trust in me with these important aspects of your life. I am blessed by the friendships and relationships I have developed over the years with so many of you.
This announcement is to share the news that I will be taking a step back from my work responsibilities in an effort to focus on my health and other aspects of my life. After much prayer and consideration, I am pleased to announce I have found a qualified CPA to take over my practice.
Her name is Hanaa Ebrahiem and I hope you will like her as much as I do. She is easy to talk to and is an experienced business woman with an established of accounting firm in Cypress. Hanaa is looking to expand into this area and plans to keep the office at this time in order to be able to continue providing the same level of service that you have come to rely on.
I hope that you give her the same trust and respect that you have given to me as she works to learn about you and your needs as clients. I will continue to work with her during the transition phase in order to help you get to know her and to acquaint her with all of you.
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About Hanaa
Hanaa has her bachelor's in Accounting from the University of Alexandria and has been a licensed CPA since 2007. While she also has had real estate license since 2006, she loves being an accountant. With 15 years of experience, Hanaa has experience with bookkeeping, handling many varieties of tax returns, and managing client relations with the IRS and State Tax Board. She is also a certified QuickBooks ProAdvisor. "My team and I will do our best to provide you with excellent service," Hanaa says. "We were looking to expand our business and were connected with Julie. After connecting and talking a few times, we learned we have a lot in common and follow many of the same systems." Please contact us with questions and concerns as we transition over the coming months. And, again, thank you for your business and support over the last 17 years. It has been an enriching, challenging, and rewarding experience for me! With blessings, Julie Davis |
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Learn more about Hanaa and her company:
5550 Cerritos Ave, Suite A Cypress, CA 90630 714-816-5125 fax: 714-816-5021 hanaa@hrtaxpro.com |
Note: Hanaa and her team will keep the existing Anaheim office and phone number at this time
5150 E La Palma Ave, Suite 207 Anahiem, CA 92807 714-420-5603 714-660-9110 fax: 714-660-9112 |
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Meet Julie
Julie L. Davis (CPA) is the founder and owner of JD and Company. She is an accountant specializing in both profit and non-profit organizations, providing accounting services, bookkeeping services and tax preparation for small businesses.
Julie received her Bachelors degree in Business Accounting from Cal State University Fullerton in 1985. She worked in public accounting for a medium sized firm in Newport Beach which was later acquired by Deloitte & Touche. She earned her CPA license in 1989 and has continued to work in small business or non-profit accounting for the last 27 years. She started JD and Company in Orange County, California in 2004. She enjoys helping new businesses as they enter the marketplace and working alongside business owners to navigate the challenges of the highly regulated State of California. She is a member of the California Society of CPA's, the National Association of Professional Women and the Sunrise Rotary Club of Yorba Linda. Julie has been married to Jeff for 39 years and they have two grown daughters, two son-in-laws, and two grandchildren. She loves to reading, gardening, and doing community service. Meet Jackie
Jackie Roberts joined the team in December 2020 as our Administrative Assistant. She completed her Bachelors degree in Fine Arts at Westmont College and has experience in customer service and has been a small business owner as well. She has always enjoyed working with people and appreciates connecting with clients. Outside of work, she loves to cook, create, read, and get outdoors with her husband and their dog.
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