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Transition Announcement

12/9/2021

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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 letter 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.
 
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 getting acquainted, 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

 
 
Contact details:
Hanaa Ebrahiem
hanaa@hrtaxpro.com
www.hrtaxpro.com
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    Author

    Julie L. Davis, CPA is the founder and owner of JD and Company in Yorba Linda, CA.  The company specializes in both for-profit and non-profit organizations, providing accounting, bookkeeping services, and tax preparation for small businesses. 

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