Tax Planning & Preparation

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…

For Rick Willinger, it’s all about the clients. Rick is a Managing Director and Principal with Mercadien, who leads the firm’s tax department and works with individuals and businesses. Quarterbacking for his clients, Rick advises them through major life or business events, such as buying or selling a business, succession and exit planning, or sending…

Every client is unique and special to Michelle Everman. As a Managing Director with Mercadien’s Individual Services and Family Office Group, Michelle provides tax, estate, financial and strategic planning to high net worth families and individuals. A true team player, she serves as a financial quarterback for her clients – whether it’s ensuring tax compliance,…

Eric Whelan is a managing director of The Mercadien Group; principal in Mercadien, P.C., CPAs; and Team Leader for the firm’s tax practice.  With over 22 years of experience, Eric knows following his motto, “take one day at a time,” is key to staying calm and collected. This allows him to think clearly and manage…

Conrad Druker’s clients are confident in knowing they can count on him for all of their financial needs. As Managing Director and Principal of Mercadien, Conrad serves as a trusted advisor to large, closely-held and family-owned organizations spanning multiple generations. From assisting with tax, estate, or strategic planning to evaluate financing options or other business…