Individual Services

Holly Sabo

July 2017 | By: Paying for College? It's Never Too Early or Late to Plan Managing New Year's Resolutions - A Financial Perspective Gifting Wisely "What Do I Do About Highly-Appreciated Assets and Gift Splitting?" How Donor Advised Funds Can Maximize Tax Savings on Your Charitable Deduction Under the Tax Cuts & Jobs Act of 2017 The Bottom Line on Parking Benefits How To Use & Optimize the Benefits from a Health Savings Account (HSA)

A managing director of The Mercadien Group and principal of Mercadien, P.C., CPAs, Holly Sabo is a key member of the firm’s Individual Services Group. She 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…

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Marguerite L. Mount

May 2017 | By: Don’t Let Your Tax Refund Burn a Hole in Your Pocket 8 Ways to Save on Summer Vacation Holiday Financial Hangover Cures Tips for a Stress-Free New Year It's Wedding Season. Have You Considered All You Need To Do When You Get Married? What Happened While We Watched the Election Ads? Counting Down to Money$peak Financial Literacy Month is Coming: Are You Ready? Holiday Saving Starts NOW Big Choices When Deciding Where To Retire Barely Average Financial Education in the U.S. Turning 18 - What Does It Mean?

“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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