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
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.
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.





