Tax and Wealth Planner As the owner of Campbell Tax & Financial Services, I am excited to be running a business I am passionate about, where my team and I help others create a better life experience through effective tax planning. I specialize in working with high-net-worth individuals with intricate tax issues. What qualifies me to work with you to generate favorable results? * I am ...
Tax and Wealth Planner
As the owner of Campbell Tax & Financial Services, I am excited to be running a business I am passionate about, where my team and I help others create a better life experience through effective tax planning. I specialize in working with high-net-worth individuals with intricate tax issues.
What qualifies me to work with you to generate favorable results?
* I am an IRS Enrolled Agent; this highest-level IRS designation allows me to practice and represent you before the Internal Revenue Service.
* Over the past 20 years, I have served in multiple high-level roles in tax advising, banking, and personal asset management with notable companies and organizations, including; H&R Block, Capital One, Bank of the West, Union Bank, and the City of San Jose.
* I have a solid foundation, having acquired a Master's degree in Business Administration from Saint Mary's College of California and a Bachelor's degree in Finance & Economics from San Jose State University.
I would welcome conversations about how I can assist you - feel free to reach out!
Gerhard F.
April 25, 2020
Excellent service and attention to detail combined with tech savvy that helps simplify process. I highly recommend Julio!
Alejandra A.
April 25, 2020
I highly recommend Julio Romo and Campbell Tax services, not only for tax filing services, but for any financial needs. Julio is trustworthy, straightforward, knowledgeable, professional and resourceful. He is always happy to answer any questions and communicates with you throughout the process. highly recommended!
Carla D.
April 24, 2020
Had a proactive experience. Julio made my tax process super smooth considering we are currently practicing social distancing, we used E-File and Doc-U Sign. He was very involved via email, and productive. It was like a face to face experience. Thank you Julio!
Eddie F.
April 24, 2020
Julio has done our taxes for the last two years and has done an excellent job. He is very knowledgeable, personable, and responsive. He is also a great family man and a great member of the community!
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