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 transactions, rental properties, and stock options.

I need help filing my taxes

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.

I want a comprehensive tax plan

Fractional CFO Services

Guided assistance in payroll setup, QuickBooks 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 fractional 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

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. 

Learn More

Partnership Foundations

Fundamentals to starting, owning and running your Partnership.

Learn More

Deduct your S Corp Home Office

How to implement an Accountable Plan and write-off your home office in your S Corporation.

Learn More

YouTube much?

Subscribe to Julie's YouTube Channel, Profit Above Board to get regular business, marketing and tech tips.

Watch Now

Hi, 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

Estimated Quarterly Taxes Explained

Jun 18, 2024

RSU Tax Tips: Avoid Double Taxation

May 26, 2024

Talk to your personal CPA

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

Schedule A Call

As Featured In...

Let's Connect

Follow Julie on Instagram and Facebook @juliemerrillcpa

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.

Subscribe

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

Inquire for services