Get your biggest refund possible

Tax Preparation, Accounting, Bookkeeping, Fractional CFO, and Business Services

Tax Services

Personal Tax Return

Business Tax Return

ITIN

Sale Tax

Payroll Processing Services

Human Resources

1099 Preparation and Filing

W-9 Preparation

Accounting and Bookkeeping

Monthly Financial Statements

Bank Reconciliations

Monthly Closings

Account Payable and Account Receivable

General Ledger Maintenance

Balance Sheets

Profit and Loss Report

Monthly and Quarterly Filing of Local State Taxes (Sales Tax, etc.)

Credit Card Reconciliations

Fractional CFO Services

 Monthly Financial Reporting

 Monthly Financial Strategy Meetings

Financial Planning and Analysis

Cash Flow Management

Comprehensive Financial Reporting

Business Budgeting

 Strategic Advisory

Risk Management

Tax Planning and Compliance

Financial Systems Optimization

Investor Relations Support

Business Formation, Dissolution, Coaching, and Other Services

C-Corp and S-Corp

Partnership/LLC

Sole  Proprietorship

Business Compliance

Business/Bookkeeping Coaching

Training for Your Business

Bookkeeping/Accounting Classes (Available for Individuals and Businesses)

Accounting Software Training (Available for Individuals and Businesses)

Public Notary

Life Insurance

 

Merge Tailored Tax Strategy

$10,000 Savings Guaranteed

Business Entity Optimization

Strategic Payroll & Compensation

Year-Round Tax Planning

Avoidable Cost Audits

IRS Audit Representation

Strategic Deduction Management

Wealth Preservation Strategy

 

Committed to Helping You

At Merge Tax, we believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.

We provide a variety of services including Income Tax Preparation for all types of businesses and individuals, IRS and State Audit Representation, Payroll Reporting, books setup, support and training, Business startup services, Monthly bookkeeping, Financial statements – making sure your financial records are timely and accurate.

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.

Nazaret Medina

Nazaret Medina

Founder & Principal Tax Strategist

Nazaret Medina is the driving force behind Merge Tax, bringing over 25 years of extensive financial, tax, and leadership expertise to individuals, growing businesses, and real estate professionals. Her academic foundation includes a Bachelor of Science in Accounting from Lehman College and an Associate degree in Business from Bronx Community College, complemented by an MBA in Finance from Saint Peter’s University. Holding prestigious credentials as an Enrolled Agent (EA)—authorized to represent taxpayers before the IRS—and a Certified Acceptance Agent (CAA), as well as being a licensed Notary Public, Nazaret combines rigorous technical acumen with a deeply personal approach. Throughout her career, she has specialized in proactive tax strategy, business entity optimization, and complex IRS audit resolution, helping clients secure maximum refunds and build lasting financial security.

“At Merge Tax, we treat every client like a true partnership. I am committed to helping you navigate the complexities of tax law and build a stronger, more secure financial future.”

Eileen Berger

Eileen Berger

Office Manager

Eileen Berger has been an invaluable anchor at Merge Tax for five years. As a hardworking college student balancing her education with professional excellence, Eileen serves as the central hub for daily office operations and client communications. Alongside maintaining seamless day-to-day workflows—supporting our tax preparation teams, coordinating strategic client communications, and assisting with firm marketing—Eileen is also a licensed Notary Public. Her dedication, organizational skill, and warm, welcoming demeanor help guarantee that every client enjoys a smooth, stress-free experience from their very first phone call to the final return.

Robert Berger

Robert Berger

Junior Tax Preparer & Junior Accountant

Robert Berger brings three years of dedicated service and financial precision to the Merge Tax team. As a college accounting student actively advancing his education, Robert also holds an official PTIN (Preparer Tax Identification Number) from the IRS. Serving as a Junior Tax Preparer and Junior Accountant, he plays a vital role in day-to-day tax preparation, meticulous bookkeeping, and financial record-keeping. Working closely with both our tax and strategy teams, he ensures that every client’s financial documents are accurate, organized, and ready for strategic review. His commitment to accuracy and ongoing professional growth makes him an essential part of delivering the timely, reliable service our clients rely on.

Professional Service

Merge Tax can offer a full range of accounting services while giving you the individual attention that you need.

Merge Tax has over 15 years of experience working through IRS audit strategies and financial issues. We guarantee that your business is in good hands at all times.

Serving Your Business

Merge Tax provides support in all areas of business consulting. Let our team guide you with a financial strategy that leads to business growth and success.

NJ || (201) 574-9490 or (848) 444-7276

 

TAX EXPERTS HERE TO HELP

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