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 publi

c 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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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...

!!! 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 ...
02/23/2025

!!! 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.

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.
02/08/2025

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!
01/29/2025

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

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!
11/28/2024

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 leve...
11/23/2024

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

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

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