Julia Jacob, Finance Director
Julia@friscotaxaccountingsolutions.com
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Julia received her Bachelor of Science in Accounting from the University of Texas at Dallas. Her minor is in Management Information Systems. She also graduated out of Southern Methodist University Cox Business School 2002 as Valedictorian.
Julia has over twenty years of accounting, tax and audit experience including J P Morgan, and Intuit. She is highly respected in the finance and accountancy field and is recognized for her distinguished character and expertise. Her qualifications uniquely position her to serve Frisco’s businesses, non-profit organizations, and individuals with a broad range of services, including tax planning, and the formation of LLCs, C Corporations, and S Corporations.
The precision required in crafting financial statements, the clarity needed for a compelling business proposal, and the persuasive power behind a well-written tax appeal—these are all testaments to writing's crucial role in Julia's success. Her ability to articulate complex financial concepts clearly and concisely has been instrumental in building trust and delivering exceptional results for her clients. It's a skill she honed over years of experience, demonstrating the powerful synergy between financial expertise and masterful communication.
Roopadevi Ambati, Admin
roopa.devi@friscotaxaccountingsolutions.com
Roopadevi Ambati plays a key role in our firm’s daily operations and long-term initiatives as our Administrative Lead. With a strong academic foundation and industry experience, she brings a rare combination of analytical thinking, technical knowledge, and organizational skill.
Roopa holds a Bachelor’s degree in Electrical Engineering and a Master’s degree in Computer Science from the University of North Texas, equipping her with a deep understanding of both engineering principles and advanced computing.
Her professional background includes working at DXC Technology, where she gained hands-on experience in the SAP industry, supporting enterprise-level solutions and contributing to the optimization of system processes. Her exposure to complex software environments has sharpened her ability to identify operational inefficiencies and implement effective, scalable improvements.
Cosine Yu
Managing Partner
Cosine Yu is a licensed financial advisor. She is appointed with major top financial institutions across the country. She can furnish you with advice on all complex financial products such as different types of fixed or variable annuities, life insurance with cash value, Long-term care insurance, IRA/Roth IRA, Mutual Funds/ETFs, College 529 plans, and Estate planning.
With a consultative and client-first approach, Cosine is committed to delivering clear, personalized advice and helping clients make confident, informed financial decisions.
An investment strategy to avoid or reduce tax liability for your retirement and aligning your needs to further invest to receive a consistent stable income is one of the key factors she can contribute. Her Bachelor is in International Economics and a Master’s degree in Business Administration. She possesses multi-state insurance licenses and federal security licenses across USA.
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