Business, Tax & Stock Equity | Julie Merrill CPA

Julie Merrill is a CPA specializing in tax strategies for business owners and equity-compensated professionals with stock options, RSUs, and other stock awards.

Julie simplifies complex tax topics to help you save taxes, make profit-driven decisions, and build wealth with less overwhelm.

You’ll also get a behind-the-scenes look at building and scaling a modern tax practice. Julie shares practical lessons from her own firm on hiring, employees, leadership, AI, automation, systems, client service, and sustainable growth.

Since 2000, Julie has helped entrepreneurs start, grow, and scale companies. She previously worked with venture-backed startups, helping founders raise capital and build their financial and operational infrastructure. Julie is also a speaker, advisor, coach, and former host of The Paddleboarding CPA podcast.

Subscribe for practical guidance on business taxes, stock equity, wealth-building, and growing a smarter tax practice.