Book an Appointment
NEW CLIENTS
Free Discovery Call
Are you a new client interested in learning more about our services? All new clients start with a discovery call.
Schedule your 15-minute free introductory meeting with our team to identify your tax needs and determine whether we are a good fit.Â
Book on the calendar or at this link.
Note: This is not a consultation
Meet Our Team of Certified Tax Advisors
We aim to pair you with the best fit by matching you with the appropriate tax strategist or topic expert. Our team of Main Street Tax Pro certified tax advisors is here to help.
Julie R Merrill, CPA, MSTP
Julie is the founder of the firm and has over 25 years of experience as a CPA. She specializes in small business and real estate taxation, military tax matters, stock options and equity grants, California taxes, & high W-2 income earners.
Stephen Bentley, E.A., MSTP
Stephen is an Enrolled Agent and former software engineer. He brings his years of small business ownership experience to tax strategy, with specialties in real estate, small business, cryptocurrency, tax resolution, and Georgia taxes.
Amber Rose Florence, E.A.
Amber Rose is an Enrolled Agent and the firm’s tax manager. She has expertise in estates and trusts, real estate, small business and high-earning retired individuals.
Book a Consultation
Select one of the following consultations for a specific topic discussion, tax strategy planning and Q&A session with a specialist on our team of tax advisors.
But… I Just Need an Hour
Get one hour with a tax expert to receive real-time answers to your tax questions.
Book a 60 minute consultationConsultations for Active ClientsÂ
The following meeting types are available for active clients only.
Assisted payroll run
Need help running payroll? Share your screen with a team member and receive real-time assistance. Up to 30 minutes.
$150
2026 Tax Plan & Strategy
Create a 2026 tax strategy. This beginning of year tax planning session will provide you with 2026 tax savings opportunities that you can implement in 2026. Recommended for individuals and business owners. Up to 60 minutes.
$750
What others have to say

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Clear, concise, friendly, knowledgeable and available to our needs.
-Linda

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This is EXACTLY what I have been searching for. Â
-Ryan

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Working with Julie has made our first year as business owners so much easier!
-H.S.
Your taxes and your wealth won’t fix themselves.
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Let’s build your plan and make this the year you finally stop leaving money on the table.
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