General Info

Merlak Tax Advisory Group is a local financial and tax planning service for today's retiree. We specialize in affordable tax preparation and advice. Our experts help savvy retirees pay less in taxes and not outlive their money. We also guide Millennials through their everchanging financial lives. We offer strategy sessions virtually or in the office. You will leave with at least one idea that helps you toward your retirement goals. Call us today at (779) 220-9608 to schedule an appointment.