Company Description

Julie Merrill is a CPA and owner of Julie R Merrill CPA & Associates, a tax and personal CFO service firm located in San Diego, CA, providing individuals and business owners with tax filing, tax planning, tax strategy implementation, and personal CFO services.

Products & Services

QBO Integrations ,   Recommended Tech ,   personal CFO services ,   Tax Links ,   My Paid Courses ,   Tax Preparation and Planning ,   S Corp Optimization and Tax Savings ,   Blog ,   QBO Setup & Clean-up ,   Business Setup by State ,   YouTube ,   Free Guides and Paid Classes ,   podcast ,   Tax Planning ,   tax strategy implementation ,   Business Terms ,   Monthly Bookkeeping ,   tax filing