About Luminate
A modern accounting and advisory firm built for clarity, momentum, and long-term thinking—serving individuals and businesses who want more than basic compliance.
A Modern firm, built for clarity and momentum.
Luminate CPA is a cloud-based accounting and tax firm serving small businesses and individuals who want more than basic compliance.
We specialize in proactive tax planning, ongoing accounting, and financial guidance that supports long-term growth. Our work is precise, forward-looking, and grounded in clear communication.
We use modern tools because they’re better.
We plan ahead because timing matters.
And we take our role seriously — helping clients save money, stay organized, and move forward with confidence.
At Luminate, clarity isn’t just a value.
It’s how we work.
Julia Ullrich
CPA, CFP® is the founder of Luminate
A modern advisory firm providing integrated tax compliance, tax strategy, and financial planning for individuals, families, and business owners.
With a strong foundation in accounting and extensive experience guiding complex financial decisions, Julia is known for her clear thinking, responsiveness, and highly personalized approach. She helps clients not only stay compliant, but proactively reduce tax burden, align financial decisions with long-term goals, and build durable wealth over time.
Julia holds a business degree from the University of Oregon’s Lundquist College of Business and believes that financial clarity creates freedom. Through Luminate, she brings thoughtful strategy, transparency, and calm confidence to an area of life that often feels overwhelming — helping clients move forward with clarity and intention.