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. 

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.

Amber Rose Florence, E.A. MSTP

Amber Rose is an Enrolled Agent and a Main Street Tax Professional Advisor. 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 consultation

Consultations for Active Clients 

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. We can assist in QuickBooks Online, Gusto, ADP, Paychex and Patriot. Up to 30 minutes.

 $150

Book Now

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

Book Now

Tax Return Review

Your tax return is ready for review, and you’d like to schedule a call to discuss it in more detail. 

Do not book in advance if your tax return is not yet ready to review.

(Included in tax preparation)

Book Now

What others have to say


”

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


-Linda


”

This is EXACTLY what I have been searching for.  


-Ryan


”

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.

 

 

Let’s build your plan and make this the year you finally stop leaving money on the table.

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