Julie Merrill is the founder of Julie R Merrill CPA & Associates, a virtual tax advisory and compliance firm serving clients nationwide. Licensed as a CPA in California and Tennessee, Julie brings more than 25 years of experience in public accounting, corporate finance, startups, entrepreneurship, and tax strategy.
Julie believes great tax planning happens throughout the year, not just when the return is filed. She and her team combine proactive tax advisory with tax compliance to help clients make smarter decisions, reduce taxes, and build long-term wealth.
Specialties include business owners and S corporations, real estate investors, high-income professionals, California taxation, military families, and professionals with equity compensation, including RSUs, ISOs, NSOs, ESPPs, and other stock awards.
Before building her CPA firm, Julie spent years working inside startup companies and has personally received and managed stock option compensation. As a business owner, military spouse, and real estate investor herself, she brings both technical tax knowledge and real-world perspective to the advisory relationship.
Whether you are growing a business, investing in real estate, navigating an equity event, or simply tired of reactive tax planning, Julie's goal is to help you build a proactive tax and wealth strategy with a clear plan for implementation.
Book a Free Discovery Call: https://www.juliemerrill.me/calendar
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