Search
For more than fifty years, Mercadien, P.C. CPAs’ Individual Services Group has helped numerous individuals and families successfully navigate life milestones, manage challenging financial situations and develop smart plans.

From college planning to retirement planning to family succession and management to budget development, estate planning and philanthropic goal implementation, Mercadien will make certain that you consider all aspects of decisions and follow strategies that maximize tax opportunities and minimize risks.

At the forefront of issues affecting personal finance, our professionals have the industry experience and top credentials to help ensure that you protect, improve, harvest and bequeath, as intended, your life’s assets. We perceive our responsibility to clients to include educating you on all topics affecting your financial life.

Our proactive and responsive client service culture is designed to benefit you and your family, no matter where you are on the economic spectrum.

Stated most simply, “We know our clients,” and our wide range of service offerings can be tailored to each situation and budget, empowering you to make thoughtful decisions and achieve your goals.
Services include:
 
Tax Compliance
  • Personal income tax preparation
  • Gift and estate tax
  • State and local issues
  • Other compliance services
Planning
  • Year-end and multi-year tax
  • Financial
  • Gift and estate tax
  • Charitable giving
  • Retirement and other milestone planning
Fiduciary Services
  • Tax compliance
  • Trustee and executor support
  • Formal and informal accountings
Family Office
  • Outsourced CFO
  • Governance
  • Advisory
Private Foundation
  • Tax compliance and filings
  • Executive director support
  • Back office support
Resources:
  •  
 
Copyright © 2017, The Mercadien Group