Tax Optimization Strategies, Integrated into Your Financial Plan

It’s Not What You Earn That Matters. It’s What You Keep.

Minimizing taxes is essential to protecting your lifestyle, longevity, and legacy. That’s why we make proactive tax strategy an integral part of our financial planning process. 

With CPAs and other tax professionals on staff coast to coast, we can plan and prepare your state and federal returns and help you optimize tax-favored accounts and charitable giving to keep more of what you earned — for you and your heirs.*

Ready to learn more about Mercer Advisors tax planning and preparation services? Connect with our team today.

Year-Round Tax Planning

Optimizing your finances means optimizing your tax planning. A smart tax strategy includes year-round planning and action. If you wait until tax season, it may be too late to make a difference. Here’s what year-round tax planning looks like — and what’s on our minds every day:

For illustrative purposes only, may not be applicable to all clients.


  • Comprehensive tax planning
  • Tax return preparation & filing
  • Succession planning
  • Charitable giving strategies
  • Tax-loss harvesting
  • Efficient distributions
  • Roth conversions
  • Retirement plan contributions

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

Take the Long View with Taxes

When it comes to taxes, many families are only looking in the rearview mirror. Whether you work with an accountant or file your tax return yourself, you’re typically only measuring what happened in the past, and only one year at a time. 

But what about next year? And the year after that? At Mercer Advisors, our CPAs can prepare your tax returns. But more importantly, we help you understand what your tax situation may look like in the future — and how the tax decisions you make today can affect your future wealth. 

Ready to think about your taxes differently?