25+ years of experience
Julie brings decades of CPA experience spanning corporate finance, startup technology, e-commerce and entrepreneurship.
About Julie
An experienced CPA with an entrepreneur’s perspective.
Julie Merrill is a licensed CPA, Certified Main Street Pro tax advisor, accountant, financial integrator, bookkeeper and personal CFO who understands what it takes to build and run a business.
How we work
Knowledge, clarity and a plan built for you.
Julie R Merrill CPA & Associates is a fully virtual firm with offices in San Diego, California and Chattanooga, Tennessee. The team uses secure digital tools to make collaboration simple and efficient.
Proactive strategy
Thoughtful tax planning and financial guidance throughout the year, rather than a once-a-year transaction.
Plain-language advice
Complex tax and business decisions explained clearly, with practical steps you can confidently follow.
Secure virtual service
TaxDome and Zoom make it easy to work together from wherever you live or run your business.
Integrated expertise
A team approach brings the right specialist knowledge to each client's financial situation.
Long-term relationships
Responsive guidance for changing goals, growing businesses and important life transitions.
Client stories
What others are saying about working with Julie
“Julie, I've been looking for you for a long time!”
“Julie is the absolute best. She helped me understand and set up systems for managing my S-Corp! For the first time, I don't feel stressed or confused, because Julie's competent support has changed how I do accounting and taxes.”
“Julie is fantastic to work with! She handled the entire process to set up my LLC from start to finish, and made every step feel easy and straightforward.”
“We love the quick turnarounds, tax tips, video reviews and the fact she's always available for questions. The secure TaxDome app for communication and document uploads is a huge plus.”