Absolutely wonderful! So concise and helpful! Real people helping real working people! Highly recommend
April 2023
Great experience! Family run business who know their stuff while making it simple and easy to understand as a client. We will be back for next year's taxes - highly recommend!
March 2023
I've been using Carla at Merlak Tax Advisory for a couple years now and couldn't be happier! Scheduling and customer service is top notch - they make having your taxes done professional and easy!
Merlak Tax Advisory Group is a local financial and tax planning service. We specialize in affordable tax preparation and helping savvy retirees pay less in taxes to avoid outliving their money. We also offer financial guidance for Millennials.
Today’s retirees face a lot of uncertainties. Millennials also face many struggles as they start their financial journey. Whatever season you’re in, we will supply the guidance you need to move forward in confidence.
We offer strategy sessions virtually or in the office. You will leave with at least one idea that helps you toward your retirement goals and dreams.
You hold the power to control your financial future. Let’s get there together! Call us today at (779) 220-9608 to schedule an appointment.
