Merrill Taylor

I’m a husband and father of three who grew up in an entrepreneurial family, so business and taxes have always been part of my life. I watched my father rely on his CPA to help protect and grow his business, while my mother handled accounting for multiple companies. Those experiences gave me an early appreciation for how much the right tax advice can impact a family and a business.

For more than 20 years as a CPA, I’ve focused on helping successful business owners, medical professionals, executives, software engineers, and other high-income earners reduce their tax burden through proactive, advanced tax planning. Today, I primarily work with clients paying $100,000 or more in taxes each year who are looking for more than basic tax preparation.

I enjoy getting to know my clients, understanding what they are building, and finding strategies that allow them to keep more of what they’ve worked so hard to earn. My goal is to make complex tax planning easier to understand and help clients make confident decisions about their businesses, families, and futures.

Outside of work, family is a huge part of my life. I enjoy traveling with my wife and kids, planning our next Disneyland trip or cruise, and creating experiences together. I’m also passionate about personal growth and regularly participate in masterminds to keep learning, improving, and bringing new ideas back to my clients.

If you’re paying $100K+ in taxes and want a more proactive, strategic approach, I’d love to connect.