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Julie R Merrill CPA & Associates
San Diego, CA
Accounting
Julie R Merrill CPA provides comprehensive tax advisory, preparation, and fractional CFO services. They specialize in helping individuals and business owners, including those with stock options, real estate, and military backgrounds, minimize taxes and grow wealth. The firm offers proactive, year-round tax strategy implementation.
★★★★★ 4.8 (5 reviews)
5 Reviews
★★★★★
Working with Julie made our first year as business owners so much easier! We were overwhelmed and lost in the weed and were so grateful to find her. She and her team specialize in helping Scorps know exactly what to do and what strategies can help reduce taxes. We ended up owing way less than we expected with her help. Thanks Julie and team!
H S  ·  Aug 8, 2025  ·  Google
★★★★★
Julie was great to work with. She has a very efficient system for communicating, sharing documents and filing. She made sure my return was complete and that we didn't pay any more than necessary.
Paul K  ·  Apr 11, 2025  ·  Google
★★★★★
I highly recommend Julie, our CPA. She was extremely helpful and knowledgeable. She spent the time to explain various tax strategies to us in the business and personal aspect. Amber, our Tax Specialist was also very helpful and prompt in doing our taxes. Both were attentive and responsive in answering all of questions. Thank you both!
Sam-Jen Tran  ·  Mar 6, 2025  ·  Google
★★★★★
Julie is an excellent Accountant for our business last year and did our taxes in record time. Communication is also excellent. She answered all of our questions for our rental income small business. She also did our personal taxes as well. We will continue to use her every year. We highly recommend! Veronique B. House of April LLC Los Angeles
Veronique Breuning  ·  Dec 1, 2024  ·  Google
★★★★★
Julie is a tax wizard. She is absolutely savior to my small business. Being women owned small business, I am not accounting or tax savvy. Julie was very helpful to every step of my business. I highly recommend her to anyone who operate business or regular tax filing. She is very knowledgeable. I am grateful that I was introduced to her from another woman owned small business.
Noriko Ueda-Lang  ·  Nov 16, 2024  ·  Google

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