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Proactive Tax Planning to Keep More of Your Wealth

How Our Proactive Tax Planning Process Works

Tax Planning - Mercer Advisors

At Mercer Advisors, we take a proactive approach to tax planning to help you better understand what your tax situation may look like in the future and how the decisions you make today can affect your future wealth. And since your fiduciary advisor (many times a CERTIFIED FINANCIAL PLANNER™ professional) has intimate knowledge of your financial goals and wealth management issues from working with you, we have a complete picture of how taxes impact your financial plan.

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  • At the start of the year, our tax specialists will take your prior year’s return and calculate what you can expect for the current year.
  • Through discussions with you, we can help anticipate how the choices you make today can affect your taxes and wealth.
  • Adjustments are made throughout the year. Also, because we are intimately familiar with your wealth goals, we develop strategies that will benefit your future wealth accumulation.
  • We adapt quickly to any changes in your life and adjust your tax projections as needed since your advisor and tax specialist sit under one roof.
  • Your tax returns are prepared and filed. In the event of an audit, you can hire us to represent your interests before the IRS.
Tax Planning Form - Mercer Advisors

Take the Guesswork Out of Your Taxes

Taxes should be an integral part of your financial planning discussion. It’s not what you earn but what you keep that matters. Minimizing taxes is essential to protecting your lifestyle, longevity, and legacy. We set you on a path to keep more of your wealth and keep it growing.

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With tax professionals coast-to-coast our CPAs have dealt with a wide variety of tax scenarios across all states. Our team is well-prepared to assist with a range of tax issues that may occur.

Tax Planning 4 - Mercer Advisors

Tax preparation and tax filing are a separate fee from our investment management and planning services.

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