Julie Jordan

CPA
Senior Manager
Lima, OH
Resident of Lima, OH
Rea Team Member Since 2016
  • At Rea, Julie is responsible for tax return preparation, tax return review, providing tax guidance to staff, and assisting on other projects as needed.

Topics or areas of expertise that Julie can talk about (even in her sleep):

  • Rental real estate
  • Individual income taxes
  • Partnership taxes
  • Corporate tax issues
  • Payroll taxes

How we know she knows what she's doing:

  • Julie began her career in the accounting industry in 1996.
  • Prior to joining Rea in 2014, she worked for Stroh, Johnson & Company (Wapakoneta, OH) and Lentol, Violet, Kienitz & Co (Lima, OH).
  • Julie earned her associate's degree from Rhodes State College.
  • Rea NextGen (class of 2019 graduate)

Furthering her professional development, Julie is involved with:

  • The American Institute of CPAs
  • The Ohio Society of CPAs

When she's not in the office, you can find her:

  • Reading, working out, golfing and hanging out with her family

Inside The Mind Of...

  • What does "A Brighter Way" mean to you? Working together to help our clients reach their goals efficiently and effectively.
  • Why do you choose to work at Rea? The people I work with, the resources we have available at our fingertips to better serve the client, and the opportunity for me to grow professionally.
  • Describe your work style. I'm a morning person, so I like to tackle the most difficult projects in the early morning.
  • What line of The Rea Way describes you the best? Take your work personally - quality counts. I do my best to give the client the best possible service.

Just For Fun:

  • What did 10-year-old you want to be when you grew up? NFL wide receiver (I know, right?)
  • What is the number one reason you would hire you? I will give you my best effort every day.
  • What is the best restaurant you've ever eaten at? Montgomery Inn.
I care about my clients and the work I do to help them reach their goals.