Julie Gilmer, CPA

No annoying tax professional lingo. Just straight, authoritative and friendly expert advice. Visit us: www.juliegilmercpa.com or call: 936-756-0333

QuickBooks and Business Consulting. 2 Full-time CPA's combined total of 64+ years experience.

Primarily serving small businesses with focus on consulting, QuickBooks and tax preparation.

Operating as usual


My favorite part of running a small business is directly seeing how I help people. I love hearing how my advice made their business better or got them on the right path. To my fellow small business owners, what's your favorite part of running a business? #qbambassador #sponsored https://quickbooks.grsm.io/juliegilmer8422


Honored to have received this award at a conference last week for Accountants and QuickBooks ProAdvisors.

s.surveytown.com 04/15/2017

SurveyTown - 2017 Vote

Please click below and vote for me to be Top 100 ProAdvisor of the Year!

s.surveytown.com Thank you for participating in the final step of identifying the 2017 Top 100 ProAdvisors and The ProAdvisor of the Year, sponsored by Canon ImageFORMULA Document Scanners, ADP, Finagraph, Scaling New Heights and Intuit's QuickBooks ProAdvisor Program.


Julie Gilmer, CPA

amazon.com 02/21/2017

Pre-order Price Guarantee. | Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine

The new Profit First book by @MikeMichalowicz was just
released! http://amzn.to/2ktZOes #ProfitFirst

amazon.com Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small businesses break out of the doom spiral and achieve instant profitability.Conventional accounting uses the logical (albeit, flawed) formula: S...


Julie Gilmer, CPA


Celebrating Accountants Day by teaching a QuickBooks Class! Thank you
Intuit Accountants! #IntuitLovesAccts

irs.gov 09/01/2015

IRS Tax Tips for Starting a Business

Here's some great tips on your tax obligations when starting a business.

irs.gov IRS Summertime Tax Tip 2015-15, August 5, 2015 Español


Julie Gilmer, CPA's cover photo

irs.gov 03/02/2015

Key Points to Know about Early Retirement Distributions

irs.gov Some people take an early withdrawal from their IRA or retirement plan. Doing so in many cases triggers an added tax on top of the income tax you may have to pay. Here are some key points you should know about taking an early distribution:

irs.gov 01/29/2015

The Health Care Law’s Effect on Your Tax Return

The 2014 tax year if the first year that The Affordable Care Act will affect your tax return. Not sure what to expect? This link contains some great information to get you ready as you prepare to file your taxes.

irs.gov The Affordable Care Act contains tax provisions that affect the 2014 income tax return you file this year. Almost everyone is affected by the individual shared responsibility provision while only people who purchased coverage through the Marketplace are affected by the premium tax credit. The follow…

irs.gov 01/05/2015

Tax Season Opens As Planned Following Extenders Legislation

The IRS will begin accepting tax returns on January 20, 2015.

irs.gov WASHINGTON -- Following the passage of the extenders legislation, the Internal Revenue Service announced today it anticipates opening the 2015 filing season as scheduled in January.

[02/10/14]   We are now completing 2013 Tax Returns! Contact us at 936-756-0333 or visit our location in Conroe, TX

[11/19/12]   You should be working on minimizing your taxes now. You've only got few weeks left to get your moves finalized. When you're ready, you know where to find us. Here's a place to start: http://onforb.es/TN4Byw


Okay... this is interesting. Denmark is repealing a fat tax for ineffectiveness. Not saying that's how it would be here, but worth a quick read: http://wapo.st/WccT5s

bit.ly 11/15/2012

Holiday Politics: Who's on Your Shopping List?

Every year the holidays have our clients going in the negative. Gift-giving is just so darn expensive! So before you start shopping we wanted to show you how to save some dough (the key is strategic gift-giving): http://bit.ly/ZMcha8

bit.ly Note: This is a post from Courtney Baker, chief seller and long-time running wo-man of MvD. Now that the election is over, let the holiday politics begin! You know what I'm talking about. You want to buy a gift ...


The IRS is providing a way for folks to help Hurricane Sandy victims, but without writing a check. Donate unused vacation days... http://bit.ly/RBaHVj

www.milforddailynews.com 11/13/2012

Mendon man convicted of tax fraud

We take no joy in this, but it shows the importance of truthfully reporting all of your income: http://bit.ly/WduQTS

www.milforddailynews.com A Mendon man in federal court on Wednesday was convicted of filing a false income tax return, after authorities say he under-reported the amount he was paid by companies that advertised on his blog. David Altavilla, 45, pleaded guilty ...

[11/12/12]   "I think I've discovered the secret of life - you just hang around until you get used to it." --Charles M. Schulz [Heh... some days I wonder.]


To those who have served and those who continue to serve our great country - Thank You!


(Heads-up): It's uncertain yet how things will turn out, but these tax breaks are currently under fire: http://on.wsj.com/Z09fQf

finance.yahoo.com 11/08/2012

Why Thanksgiving Will Cost You More

Thanksgiving is coming, but heads-up. Your budget for it should unfortunately be a about $10 higher this year, because of food price increases.

finance.yahoo.com Watch the video Why Thanksgiving Will Cost You More on Yahoo! Finance

[11/07/12]   "Any idiot can face a crisis - it's day to day living that wears you out." --Anton Chekhov

[11/06/12]   Regardless of who's president, taxes will be increasing for 2013. So now is a good time to give us a call for some last-minute tax planning, before the year turns over.

[11/05/12]   Meant to say "affected BY a natural disaster..." ;)

www.huffingtonpost.com 11/05/2012

Getting Tax Relief after a Natural Disaster

For those affected a natural disaster in the 2012 calendar year, we're sorry for any losses you may have encountered. Thankfully, the IRS does provide some relief. Here's the info you need: http://huff.to/XeR0Hq

www.huffingtonpost.com Unfortunately, natural disasters, and losses from them, occur each year and will continue to impact people's lives, causing personal and financial loss, and in some cases, even severe financial and economic loss. The income tax rules may provide for ...

[11/02/12]   "I've failed over and over and over again in my life and that is why I succeed." - Michael Jordan

[11/01/12]   Along the lines of the Lucasfilm sale, other business owners are also getting motivated to sell before 2013. Never a good strategy to panic and run, but if you're considering selling sooner than later, doing so before 2013 is at least worth consulting with us about. Give us a call.

bit.ly 10/31/2012

Facing the tax cliff

You may have seen a post from me summarizing the impending Tax Cliff. But, for those requesting a full run-down, everything is explained here in great detail: http://bit.ly/PmQcNq

bit.ly News media coverage of the coming “tax cliff” or “taxmageddon”—the time at the end of this year when the current tax rates are scheduled to expire for income, capital gains, gifts, and estates—has mostly overlooked the large number of ...

bit.ly 10/29/2012

Last-minute Hurricane Sandy tips - Don't Mess With Taxes

Hoping everyone experiencing Hurricane Sandy stays safe... Some last-minute prep suggestions if you have time: http://bit.ly/YbkfJi

bit.ly I know, I know, Hurricane Sandy is almost knocking on our doors up there in the MidAtlantic/Northeast. But here are some tips both for before she arrives late Monday night and after she

[10/26/12]   "Washington is a place where politicians don't know which way is up and taxes don't know which way is down." -Robert Orben [Just made me chuckle.]

moneyasyougrow.org 10/25/2012

Money as You Grow

For some of our clients, teaching kids about money can be sort of a gray area. How do you know how much your kids are ready for? So here's a great guide that offers financial lessons by age. http://moneyasyougrow.org/ If you've got your own advice too, we'd love to hear it.

moneyasyougrow.org 20 things kids need to know to live financially smart lives

[10/24/12]   It's nearly November, meaning it's closer to the end of the year than you might like to think. To help you stay on top of things, here are retirement plan moves you need to make before Dec. 31: http://bit.ly/PrFkz7

www.smartmoney.com 10/23/2012

Key Tax Issues to Watch Post-Election - SmartMoney.com

Taxes have been a big (heated) part of Presidential debates. Different upcoming changes depend on who wins, and with only two weeks until elections are over, there are important post-election issues you need to be aware of: http://sm.wsj.com/PoZKZq

www.smartmoney.com Bischoff: These eight tax matters could see big changes -- depending on who wins the White House.

[10/22/12]   The IRS just released a few inflation-adjustments for 2013. A couple you should know about:
*Annual Gift Tax Exemption: $14,000 [up $1000 from 2012]
*Contribution Limit for 401(k)/403(b)/457 Plans: $17,500 [up $500 from 2012]




1300 S Frazier St, Ste 206
Conroe, TX

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm
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