Julie R Merrill, CPA

Business, Tax and Personal CFO Services

Tax preparation, tax filing, and implementation of tax-saving strategies.  Specializing in U.S. business tax returns, individual tax returns, and personal CFO services.

Tax Preparation, Filing and Strategy

Hire a professional tax preparer for your business and personal tax needs. Providing tax expertise in S Corporation, Partnership, LLC and tax reporting of Sole Proprietorship businesses, as well as real estate transactions, rental properties, and stock options.

I need help with my taxes

Personal CFO Services

Guided assistance in payroll setup, QuickBooks Online setup, bookkeeping, 1099 filings, hiring strategies, budgets, 3rd party software integration, new business setup and dissolution... and more. Implement best practices with the help of an expert.

I need personal CFO services

FREE Checklist: 
What can I deduct in my business?

Are you maximizing out your tax deductions? Making sure you don't claim non-deductibles and get flagged for an audit? 

Send me the free checklist

More Free Guides

Product Cost and Profit Calculator

A free calculator to determine your cost and net profit of physical products.


S-Corp, Now What?

A free guide for the new and seasoned S Corp shareholder. Tips, tax strategies, reasonable salary and more.


Hiring My Kids

The secret tax savings of hiring your kids in your business.


Free LLC Checklist

Setup your LLC right from the start. 


Let's Connect

Follow Julie on Instagram and Facebook @paddleboardingcpa 

Hi, I'm Julie Merrill

I am a licensed CPA, tax advisor, accountant, financial integrator, bookkeeper and personal CFO.

How can I 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 and CPA.

... 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 CFO,

Julie R Merrill, CPA

California requiring businesses to WITHHOLD CA taxes on payments to...

Aug 08, 2023

California now taxing the ASSETS of Short Term Rental Businesses

Aug 08, 2023

What can I deduct in my rental property? Tips and Free Checklist

Jun 01, 2023

What is the 1099-MISC I received from California Franchise Tax Board?

Jan 28, 2023

Talk to your personal CFO

Interested in one of the services above?
Book a call with Julie now!

Schedule A Call

YouTube much?

Subscribe to Julie's YouTube Channel, The Paddleboarding CPA to get regular business, marketing and tech tips.

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What others are saying about Julie


I highly recommend Julie! She came in just in time for my husband and I and assisted us with our bookkeeping, creating lines of accounting, and filing our taxes in a timely manner for our business. Julie stood out because we knew we could trust her and she was honest about the entire process. We will certainly be using her for all our needs in the future!


After a previous, very frustrating year with my former accountant, Julie Merrill demonstrated tax preparation does not have to be painful. Her on-line tax organization system made this year's process much less stressful. She was prompt with inquiries, prep work and updates to my business, personal returns. Julie is also a pleasure to talk with. I highly recommend her if you are looking for someone new.


This was our first year using Julie for our income tax prep. Our prior long time CPA retired and we had to scramble to find someone new. A good friend recommended Julie and we're glad she did. Julie is friendly, responsive and thorough. She made our tax prep painless and answered all our questions throughout the process.


Get exclusive offers, tips and strategies from your personal CPA for leveling up your business!

Julie R Merrill CPA & Associates
16776 Bernardo Center Drive, Suite 203
San Diego, CA 92128