Overview
Julie Helms is a Technical Director in CLA’s Federal Tax Strategies group, where she helps clients identify and capture value from complex tax opportunities.
Julie specializes in research and development (R&D) tax credits, cost segregation, depreciation, and accounting method changes. She advises organizations across a range of industries on strategies to improve cash flow, support innovation, and enhance tax efficiency. Her work includes evaluating operations, identifying qualifying activities, and implementing processes that support and sustain defensible tax positions—both for current-year opportunities and long-term strategic planning.
She collaborates closely with client service teams and industry specialists to deliver tailored federal tax solutions focused on practical business outcomes.
In addition to client work, Julie contributes to thought leadership and client outreach initiatives. Known for her collaborative approach and technical depth, she helps clients navigate evolving tax guidance while maintaining compliance and maximizing available incentives.
Education
BS in Accounting - Minnesota State University Moorhead