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 Guides

S-Corp, Now What?

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

Download

What can I deduct in my business?

A list of write-offs you don't want to miss out on in your business!

Download

Hiring My Kids

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

Download

Free LLC Checklist

Setup your LLC right from the start. 

Download

Let's Connect

Follow Julie on Instagram and Facebook @juliemerrillcpa

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's Franchise Tax: What Every Business Owner Should Know

Jun 07, 2024

RSU Tax Tips: Avoid Double Taxation

May 26, 2024

Filing a tax extension is an extension to file, not an extension to...

Mar 15, 2024

How can I deduct my trip and travel costs on my business taxes?

Feb 06, 2024

Talk to your personal CFO

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

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What others are saying about Julie

KerryAnn

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!

Sylvia

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.

Jason

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.

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

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