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
Hire a professional tax preparer for your business and individual tax needs. 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, 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.
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, Certified Main Street Pro 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 CPA,
Julie R Merrill, CPA
Talk to your personal CPA
Interested in one of the services above?
Book a call with Julie now!
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What others are saying...
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
16776 Bernardo Center Drive, Suite 203
San Diego, CA 92128
