Truly the best experience!! Carla and her team has saved my life and helped me get my finances in order. As a small business owner I have struggled to find accounting help. Carla truly cares and helped me straighten out my mess. Don't go anywhere else!!
May 2024
Carla and her team are absolutely excellent! They are down to earth, a pleasure to work with and the first time she did my taxes she was a true blessing and helped me to save quite a bit of money. As an entrepreneur / business owner, having someone that can help to minimize your liability is a no-brainer. Highly recommend!
August 2023
Absolutely wonderful! So concise and helpful! Real people helping real working people! Highly recommend
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.
