Meet the Team
We are your partner in financial health. We offer a full array of personalized financial services, including income tax preparation, bookkeeping services and accounting services. We provide these services in a professional, responsive and dependable way to individuals and closely-held businesses.
Julie Li, EA
Tax Manager
Julie is originally from China and holds dual bachelor’s degrees in Business Law and Journalism from Southwest University of Political Science & Law. She began her career as an economic journalist at Chongqing Daily.
After relocating to the United States with her family, Julie earned a master’s degree in Taxation from Golden Gate University and later became an Enrolled Agent. Fluent in English and Mandarin, she brings a strong multilingual perspective to her work.
Before joining CCK, Julie worked as an accounting manager in the hospitality industry in Petaluma and served as a tax accountant at several regional CPA firms.
Julie now lives in Santa Rosa with her husband, Forest, and their three wonderful children, Caroline, April, and Brady. Together, they enjoy exploring national parks, outdoor adventures, and traveling internationally to experience new cultures and histories.
