Julie R Merrill CPA & Associates
Business and Tax Advisory & Compliance Services
Comprehensive tax advisory, preparation, and strategy implementation to help you grow wealth and minimize taxes. Expertise in small business, stock options and equity comp, real estate, California tax, and military clients.
Tax Advisory Services
Ready to save taxes like the wealthy do? We’ll take a deep dive into your finances, business goals, and tax strategy to uncover real opportunities for savings and growth. Walk away from our comprehensive tax consultation with a personalized roadmap for tax reduction, asset protection, and long-term wealth building.
Tax Return Filing
Timely, accurate tax filing backed by strategy. We prepare and file individual and business returns. S Corporations, Partnerships, LLCs, and Sole Proprietorships, plus complex filings for real estate, rental income, military clients, California residents, and those with stock options or equity compensation.
Fractional CFO Services
Set your business up for success with expert financial systems and processes. From QuickBooks setup and payroll to 1099 filings, budgets, hiring strategies, and third-party integrations, we help you streamline operations and implement proven best practices.
Are you a tax professional looking for ways to scale and automate your practice? Learn how to attract your ideal clients, streamline operations, and deliver high-value, authentic tax advisory services. Build a practice that runs efficiently, fills with top-tier clients, and reflects the kind of experience you want to create. Read more about becoming a Next Level Tax Pro.
Free Guides
S-Corp, Now What?
A free guide for the new and seasoned S Corp shareholder. Tips, tax strategies, reasonable salary and more.
RSU Essentials Guide
Avoid paying double tax on RSU grants, plan for the tax impact and avoid costly mistakes in reporting.
What can I deduct in my business?
A list of write-offs you don't want to miss out on in your business!
Online Courses - Invest in Your Success!
Expand your knowledge with best practices, tax savings tips and resources in these self-paced, on-demand online courses.
S Corporation Foundations
Fundamentals to starting, owning and running your S Corporation.
Deduct your S Corp Home Office
How to implement an Accountable Plan and write-off your home office in your S Corporation.
YouTube much?
Subscribe to Julie's YouTube Channel, Profit Above Board to get regular business, marketing and tech tips.
Watch NowHi, I'm Julie Merrill
I am a licensed CPA of 25+ years, Certified Main Street Pro tax advisor, accountant, financial integrator, bookkeeper and personal CFO. I am the owner of Julie R Merrill CPA & Associates and bring my team of experts to you.
How can we help you save time and money?
... File your taxes with a peace of mind that you have the representation and attention to detail of a tax expert.
... Tax strategy doesn't happen at tax filing, it happens throughout the year. Let's look at tax strategies that benefit you and we can implement today.
... Implement business best practices with the guided assistance of an expert.
Your personal tax, wealth, strategy and business expert,
Julie R Merrill, CPA
Are we a good fit?
We want you to find a tax advisor that is a good fit for you as much as we want clients that want to work with us and match our area of expertise.
Our areas of expertise include:
Tax advisory and planning, small business, stock options and equity compensation (ISO, NSO, RSU, ESPPs), real estate rental and investment properties, military, high W2 earners, new business setup, and S Corporation optimization. While we service many states, we have some state-specific tax specialists on our team located in Arizona, California, Florida, Tennessee, and Texas.
Areas we do not provide services:
Tax resolution of past due tax bills, negotiation with the IRS or state for delinquent filed returns, non-profit tax returns, complex estate and trust tax returns, New York tax filings, farms and agriculture tax returns, entities owned by non-US residents and expat tax filings.
We are a fully virtual firm - we utilize a secure online client portal (Tax Dome) and Zoom for client calls.
Talk to your personal tax adviser
Interested in learning more?
Book a call with our team of tax experts now!
What others are saying...
Pete
Julie, I've been looking for you for a long time!
Sarah
Julie is the absolute best. She helped me understand and set up systems for managing my S-Corp! For the first time, I don't feel stressed or confused, because Julie's competent support has changed how I do accounting and taxes.
Sharon
Julie is fantastic to work with! She handled the entire process to setup my LLC from start to finish, and made every step feel easy and straightforward.
David
We love the quick turnarounds, tax tips, video reviews and the fact she's always available for questions. The ability to use the secure, provided TaxDome app to communicate and scan/upload our documents is huge plus.
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Julie R Merrill CPA & Associates
(Virtual firm with offices in San Diego, CA and Chattanooga, TN)
