Julie J. Woelfel, CPA

Woelfel-Julie

Manager, State & Local Tax, Sheboygan
920-803-3113 (Direct)
800-236-2248
julie.woelfel@schencksc.com

Profile

Julie brings over 20 years of state and local tax experience to her clients with specialized expertise in sales and use tax issues, multi-state income tax, as well as state, corporate and individual income tax. Julie has experience with the State of Wisconsin’s recent acceptance into the Streamlined Sales & Use Tax Agreement (SSUTA), and the legislative changes to Wisconsin’s statutes.

Julie is an accomplished presenter who speaks to various community professional groups and associations on state tax laws, cases and new legislation.

Prior to joining Schenck, Julie worked for the Wisconsin Department of Revenue as a Revenue Field Auditor for over 20 years, primarily working in the areas of sales and use and multi-state tax.

Areas of Specialization

  • State & Local Tax
  • Sales & Use Tax Research, Planning & Compliance Issues
  • Multi-State Income Tax
  • State, Corporate & Individual Income Tax
  • Not-for-Profit Industry
  • Manufacturing Industry

Education

  • University of Wisconsin–Parkside, BS, Business Management, Accounting

Professional Memberships

  • Wisconsin Institute of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • New Holstein Utility Commission

Community Involvement

  • New Holstein Baseball/Softball Association, Youth Softball Coach
  • Zion Lutheran Church, Member and Sunday School Teacher
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