Meet Our Team of Certified Tax Advisors
We aim to pair you with the best fit by matching you with the appropriate tax strategist or topic expert. Our team of Main Street Tax Pro certified tax advisors is here to help.
Julie R Merrill, CPA, MSTP
Julie is the founder of the firm and has over 25 years of experience as a CPA. She specializes in small business and real estate taxation, military tax matters, stock options and equity grants, California taxes, & high W-2 income earners.
Financial Planning
Tailored financial plans to suit your unique needs and aspirations, ensuring a solid foundation for your future success.
Stephen Bentley, E.A., MSTP
Stephen is an Enrolled Agent and former software engineer. He brings his years of small business ownership experience to tax strategy, with specialties in real estate, small business, cryptocurrency, tax resolution, and Georgia taxes.
Investment Management
Expert guidance on investment strategies and portfolio management to maximize returns and grow your wealth effectively.
Amber Rose Florence, E.A.
Amber Rose is an Enrolled Agent and the firm’s tax manager. She has expertise in estates and trusts, real estate, small business and high-earning retired individuals.
Retirement Solutions
Comprehensive retirement planning services to help you retire comfortably and enjoy the fruits of your labor stress-free.