Julissa Quirk, CPA


I am really an entrepreneur at heart.

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Meet Julissa

Julissa has more than 20 years of public accounting experience. She focuses on helping C corporations and S corporations, partnerships, limited liability companies and high-net-worth individuals in the areas of tax research, consulting, compliance, and Internal Revenue Service and Franchise Tax Board examinations.

She holds a bachelor’s in accountancy from California State University, Long Beach and is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

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Professional History


  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)


  • California State University, Long Beach


  • Bolar Hirsch & Jennings LLP
  • PricewaterhouseCoopers (PWC)
  • The Keith Companies


Q. Make a prediction; describe your vision of the future of the general business environment for your area of expertise or the industries you serve.
I foresee a big shift in the commercial and retail real estate markets due to the impacts brought on by COVID-19. Workspace and workforce elements have changed and will continue to change. There will be different ways that people will use space for their businesses, including how much space they will need to be successful and keep their employees productive and engaged.
Q. What is the toughest decision you have ever made?
One of the hardest decisions I made was straight out of high school. I took a temporary position with the Santa Ana Unified School District as a bilingual instructional aide. At the end of the school year, I was offered a position with benefits. However, I had to walk away from that opportunity so that I could follow my dream to earn my degree and become a CPA.
Q. Without naming names, tell us about your favorite client and why you enjoyed working with them.
My favorite clients are those in real estate and those with a high net worth. I work with a third-generation person who is a high-net-worth client. He is very driven, dedicated and committed. I admire his work ethic, and to be able to partner with him to achieve his dreams is just one of the many reasons why I enjoy working with him.
Q. What keeps you up at night?
I am really an entrepreneur at heart. I am constantly thinking about how I can deliver real value to our clients by thinking outside of the box. In fact, it is at night when some of my best ideas come to me.
Q. What’s your proudest moment?
I am proudest when I see members of my team develop, grow and be put in a position to succeed with their career aspirations.
Q. Who is (or was) the most influential person in your life
I would have to say my father, Ariolfo. He immigrated to the United States from Ecuador, where he was a public accountant. He had to completely start over and worked very hard to earn his accounting degree in the U.S. while working three jobs and raising a young family.
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Industries Served
Julissa's Thought Leadership
Family Limited Partnership Solves Complex Real Estate Reporting With Help of Family Office Team
Case Study
A trusted collaboration with in-house staff yielded stronger recording and reporting for 30+ properties.

February 17, 2022