CPA & EA-Led Tax Team
40+ years of experience
Legally keep more of
every dollar you earn.
See how proactive tax planning can help you keep more of what you earn.
THE VALUE OF YEAR-ROUND PLANNING
“The perks that come with the tax planning package are well worth the price.”
“We have quarterly meetings to discuss my tax status throughout the year, and strategies are recommended to lower my tax liability, which has been successfully accomplished for the past three years.”
— Clarissa W. · R&M Client
Takes 60 seconds · See if you're a fit before you book
REAL CLIENT OUTCOME
A clearer plan.
A significant opportunity.
Law Firm Owner | $2M+ Annual Revenue
$460K
Approximately $460K in
potential tax savings identified
BEFORE TAX PLANNING
Nearly $1M in projected tax liability
Limited proactive planning
Significant planning opportunities unidentified
AFTER TAX PLANNING
Approximately $460K in potential tax savings identified
Multiple planning strategies evaluated
Clear implementation roadmap established
Results vary based on each client’s individual circumstances. Potential tax savings identified are not guaranteed savings.
Keep more of what you earn.
See what proactive tax planning could mean for you.
Trusted expertise. Real client outcomes.
“Saved Me $50K!”
$50k I would have owed the IRS, had I not contacted Jawon Merius... resolved my tax problem'in less than 24hr after our initial conversation. My previous tax preparer was unable to assist me in finding a resolution for my issue with a 1099C I received from my mortgage co. (no shade, just facts) I will be forever grateful, and a client for life.
— Jayson Al
“Knowledgeable Team!”
Jawon understands the ins and outs of the real estate tax laws, but also have a great and open disposition to work and support real estate investors through the maze of segregation studies, depreciation and the ongoing financial and management needs to manage our properties.
— Mario Munoz
Keeping My Money!
For the first time, I have found someone to not only do my taxes, but give me valuable advice to legally take advantage of the many tax breaks available. I no longer have to give all of my hard earned money to the IRS.
— Belinda Williams
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