Julie R Merrill CPA & Associates
Business and Tax - Compliance and Advisory Services
Tax preparation, tax filing, tax advisory services and guided implementation of tax-saving strategies. Specializing in U.S. business tax returns, individual tax returns, tax advisory and fractional CFO services.
Tax Preparation and Filing
Providing tax expertise in S Corporation, Partnership, LLC and tax reporting of Sole Proprietorship businesses, as well as real estate investing and real estate transactions, rental properties, military, equity compensation and stock options.
Tax Advisory Services
Want to save on taxes like the wealthy do? Deep dive into your financial health, tax strategy and personal/business goals with a comprehensive tax planning session. Get your comprehensive tax-savings, asset protection and wealth building roadmap today.
Fractional CFO Services
QuickBooks Online setup, bookkeeping, 1099 filings, payroll setup, hiring strategies, budgets, 3rd party software integration, new business setup and dissolution... and more. Implement best practices with the help of an expert.
Free Guides
RSU Essentials Guide
Avoid paying double tax on RSU grants, plan for the tax impact and avoid costly mistakes in reporting.
S-Corp, Now What?
A free guide for the new and seasoned S Corp shareholder. Tips, tax strategies, reasonable salary and more.
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
Talk to your personal tax adviser
Interested in one of the services above?
Book a call with our team of tax experts now!
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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)
