Individual Services

Holly Sabo

A director in the tax department of Mercadien, P.C., Certified Public Accountants, and a key member of the Individual Services Group, Holly Sabo works extensively with businesses and individuals, providing expert financial, tax and estate planning strategies customized to fit their individual needs. Ms. Sabo has in-depth experience with individual and fiduciary income tax planning,…

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Marguerite L. Mount

“Before you understand the numbers, you need to understand the person.” For Marguerite Mount, empowering her clients around handling their finances is at the heart of her practice. That means demystifying complex financial and tax challenges by being accessible – in her language, conversations and responsiveness. Known for encouraging her clients to ask tough questions, Marguerite always…

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