Working Together
By working with Merit Accounting & Financial Services you gain access to comprehensive and complete financial management as well as tax planning and preparation. We help you get your entire financial house in order.
Consistency
With Merit on your team, we simplify the process by planning and organizing your financial life for you and those you care about. We are vigilant in keeping in touch with so you always know where you stand with your assets and tax liability
Relationship
We have strong relationships with our clients and we will be there as your needs and desires change over time. We are here to help you transition through the seasons of life by keeping your financial and tax needs seamlessly changing along with you.
Introduction & Planning
In our initial complimentary consultation we look at your current situation, analyze your investments, tax and insurances to enable us to develop a plan that works for your lifestyle and goals.
Action Plan
We help you position your investments and prepare for your tax liability according to your plan to help you gain confidence about the future and comfortable with the decisions you have made.
Monitor & Adjust
Your customized plan is continuously monitored as we stay in constant communication with you. Life changes rapidly and our mission is that your financial plans and tax preparedness stay in line with your goals.
Financial Advice and Tax Planning Aimed at Helping You to, Simply Live.
Merit Accounting & Financial Services can simplify your life by providing everything you need to keep your financial house in order from investment advice to accounting services, to life insurance and Medicare.