Julie R Merrill CPA & Associates

Julie R Merrill CPA & Associates Your go-to team of tax experts | Business and tax advisor, Tax prep & strategy, Business setup, S Corp Optimization Hello, I'm Julie Merrill.

I'm a CPA, tax preparer and tax strategist for both business owners and individuals. In addition to preparing tax returns, I also provide personal CFO services. As a military spouse that moved with my husband and family multiple times, we have lived in various places and countries over the years, and as such I have a varied background. I've been a CPA for over 20 years and have spent time in public audit, large public corporations, start-up companies backed by venture capital, been a business owner myself, ran E-Commerce stores, provided marketing services, led online courses and memberships, had a podcast, YouTube channel and even was a certified stand up paddle board instructor for a time. My varied background now allows me to help my clients in more than just tax, but in implementing business best practices and tax saving strategies. I believe in white-glove service. I can provide you the checklists to do-it-yourself or I can walk you through it step by step, with handheld implementation by an expert. Find out more about my tax and personal CFO services at https://www.juliemerrill.me

Where can you find me? Web: http://www.juliemerrill.me
Podcast: http://www.thepaddleboardingcpa.com
Youtube: https://www.youtube.com/

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Excited to be speaking again next week in Dallas at Mark Kohler’s signature event, Main Street 360.I’ll be presenting on...
05/26/2026

Excited to be speaking again next week in Dallas at Mark Kohler’s signature event, Main Street 360.

I’ll be presenting on “S-Corp 2.0: Cutting-Edge Planning Strategies for Maximum Tax Savings,” sharing practical tax strategies, implementation tips, and lessons learned from working with business owners and advisory clients in real-life situations.

This event is ideal for:
• Tax professionals ready to evolve into next-level tax advisors
• Business owners looking for smarter tax strategies and lower tax bills

Looking forward to connecting with an incredible community of entrepreneurs, advisors, and tax professionals.

Join us in person or virtually: https://juliecpa.com/2026ms360

Main Street 360 with Mark Kohler in Phoenix ✈️ I didn’t speak this time and had more time to catchup with colleagues - n...
11/19/2025

Main Street 360 with Mark Kohler in Phoenix ✈️

I didn’t speak this time and had more time to catchup with colleagues - new and old.

I was brought on as a Board Advisor so Main Street Tax Pro network members will see me more active speaking in coming months in the program.

Great week, followed up with a team retreat in Scottsdale.

Are you tracking this number in your business?
11/19/2025

Are you tracking this number in your business?

Let's talk about burn rate, which is one of the single most important metrics that determines your financial runway as a small business. You’ll learn how to ...

Thinking about buying a rental?
11/17/2025

Thinking about buying a rental?

Where are the best places to buy rental property in 2025? Read the most comprehensive article online & discover the top 25 housing markets.

Setting up health care for your employees when they are remote and in various states can be a challenge. In this YouTube...
11/04/2025

Setting up health care for your employees when they are remote and in various states can be a challenge. In this YouTube video, I walk through a solution for you to easily offer benefits and get the tax deduction in your business.

Are you a small business owner struggling to offer health insurance to employees in multiple states? In this video, Julie Merrill CPA, breaks down how a Qual...

Join me in Orange County next month at Mark Kohler's Tax & Legal 360 event. I will be speaking on "Sales & Discovery Cal...
05/08/2025

Join me in Orange County next month at Mark Kohler's Tax & Legal 360 event. I will be speaking on "Sales & Discovery Calls: Closing New Advisory Clients and Balancing Multiple Firm Services."

A few tips to make this time of year less stressful for you.
02/23/2025

A few tips to make this time of year less stressful for you.

If tax season feels overwhelming, this video is here to help! As a CPA, I’ll break down easy tax filing tips to simplify the process and help you avoid tax m...

Address

Virtual Offices In Chattanooga, TN And
San Diego, CA

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3:30pm

Telephone

+18583245542

Website

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