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