Julie R Merrill CPA & Associates

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?

I’ve Worked with 100+ Small Businesses – Here’s the #1 Metric to Track 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?

25 Best Places to Buy Rental Property in 2025 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 video, I walk through a solution for you to easily offer benefits and get the tax deduction in your business.

Health Insurance for Employees in Multiple States? Use a QSEHRA (Explained) 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 Calls: Closing New Advisory Clients and Balancing Multiple Firm Services."

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

CPA Reveals Tips to Make Filing Taxes as EASY as Possible 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...

!!! BOI Reporting is back on! - DUE DATE March 21, 2025!

If you have an LLC, S Corp or Corp, and have not yet filed your Beneficial Ownership Information Report with FinCEN, you have until March 21, 2025 to file to avoid penalties! For new companies, you have 30 days from registration to file!

If you need help, send us a message for a referral to a partner of ours that will do it for you. We also have DIY videos like the one below on YouTube.

How to File Your BOI Report - Free (2024) In this video, we show you how to file the Business Owner Information (BOI) report on the FinCEN website yourself in 5 minutes for free. All existing company...

5 Mistakes to Avoid when Hiring Your Kids in Your Business.

5 Mistakes to Avoid when Hiring Your Kids in your Business Free Ebook at http://www.hiringmykids.com If you’re a business owner wanting to hire your kids, find out about these 5 costly mistakes that can save you fro...

Enjoyed being a guest on The Wealth Planning Podcast! RSUs debunked!

The Shocking Truth About RSU Taxes EXPOSED! #doubletax Understanding RSUs: Tax Strategies & Common Mistakes ExplainedIn this episode of The Wealth Planning Podcast with Brister Law, Anthony Brister welcomes CPA J...

So grateful for many things! From my family to yours, Happy Thanksgiving!

Excited to be joining Mark Kohler's "Tax and Legal 360" conference in Phoenix as a speaker! This conference is next level for tax professionals and has been a game-changer for my tax practice.

I will be speaking at the following sessions:
"Recruiting, Hiring and Training Team Members in a Professional Practice"
and
"Executing the Perfect Year-End Tax Planning Session with Your Clients and a Power Checklist"

Virtual and in-person tickets are available.
Dec. 4-8, 2024 Phoenix, AZ