About Merrill J. Taylor, CPA
As I was growing up, my father was a business owner. I remember going with him to his CPA's office to take care of taxes. He had a high regard for his CPA and appreciated how they helped him in his business. My mother managed the accounting for my father's business and eventually began helping other businesses with accounting. I always enjoyed assisting her and learning from her. My attention to detail came from her. I was fortunate to inherit both my father's entrepreneurial spirit and my mother's love for accounting. So, it felt natural to start my own business focused on helping business owners with accounting and taxes!
I know business owners because I grew up watching my father own and run a business. I understand the struggles and challenges business owners face and how critical accounting and tax savings can be. Keeping $10K or more in tax savings can be a lifesaver for a business owner, allowing them to grow their business or provide their family with a much-needed vacation. I've seen firsthand how keeping more money in the pocket of a business owner can do a lot of good.
In my 20+ years as a CPA, I have relentlessly pursued ways to help business owners grow their businesses and keep more of what they earn. I believe money is best in the hands of those who make a difference in the world, and business owners make one of the biggest impacts.
Making $500K+?
You’ve Outgrown Basic Tax Advice
Your Income is Elite—Your Tax Strategy Should Be Too
Proactive tax planning designed for executives, business owners, and real estate professionals earning $1M+ per year
Meet Merrill Taylor, CPA
Founder & Owner of Taylor Proactive Team
For over a decade, Merrill worked at top CPA firms, but he saw a flaw in the system—business owners and high-income earners were overpaying in taxes simply because their CPAs weren’t focused on strategy.
In 2015, he launched his own firm with one mission: help clients keep more of what they earn. After investing thousands in research and years of testing, Merrill built a proven system of tax-saving strategies now used by business owners, executives, and real estate professionals to legally reduce their tax burden.
Your Income is Elite—Your Tax Strategy Should Be Too
Proactive tax planning designed for executives, business owners, and real estate professionals earning $1M+ per year
Making $500K+? You’ve Outgrown Basic Tax Advice
The New Standard in Tax Strategy
Advanced Planning, Tailored to High-Income Earners
- Custom investment-based tax mitigation (energy, private equity, etc.)
- Strategic use of real estate, depreciation, and cost segregation
- Coordination with legal and wealth teams
- Proactive CPA access year-round
The New Standard in Tax Strategy
Advanced Planning, Tailored to High-Income Earners
- Custom investment-based tax mitigation (energy, private equity, etc.)
- Strategic use of real estate, depreciation, and cost segregation
- Coordination with legal and wealth teams
- Proactive CPA access year-round
By Numbers: Our Tax Planning Results
The Problem
Are You Overpaying in Taxes Because of a Reactive CPA?
Most high-income earners pay more in taxes than they should—not because of the IRS, but because their CPA only files taxes instead of planning them.
- Your CPA isn’t talking to you until tax season
- You don’t have a real strategy to lower your taxes
- You’re missing out on deductions and credits
- You’re paying 5-6 figures more than you need to in taxes
The Solution
Proactive Tax Planning That Puts Money Back in Your Pocket.
At Taylor Proactive Team, we don’t just prepare your taxes—we engineer your tax strategy so you keep more of what you earn, legally and ethically.
- Ongoing tax strategy and planning, not just tax prep
- Custom plans based on your income and investments
- Regular check-ins to adjust your tax strategy and plan
- Advanced strategies the ultra-wealthy already use
The Problem
Are You Overpaying in Taxes Because of a Reactive CPA?
Most high-income earners pay more in taxes than they should—not because of the IRS, but because their CPA only files taxes instead of planning them.
- Your CPA isn’t talking to you until tax season
- You don’t have a real strategy to lower your taxes
- You’re missing out on deductions and credits
- You’re paying 5-6 figures more than you need to in taxes
The Solution
Proactive Tax Planning That Puts Money Back in Your Pocket.
At Taylor Proactive Team, we don’t just prepare your taxes—we engineer your tax strategy so you keep more of what you earn, legally and ethically.
- Ongoing tax strategy and planning, not just tax prep
- Custom plans based on your income and investments
- Regular check-ins to adjust your tax strategy and plan
- Advanced strategies the ultra-wealthy already use
If you’re earning $500K+ and still doing taxes the old way, it’s time for a second opinion.
If you’re earning $500K+ and still doing taxes the old way, it’s time for a second opinion.
Speak with a member of our team to see if advanced tax planning is the right fit for you.
During this short call, we’ll learn more about your income or business and investments to determine if you qualify for the proactive strategies we offer to high-income earners. If there’s a fit, we’ll schedule a follow-up with one of our senior tax advisors to walk you through the exact steps to reduce your tax burden and unlock long-term savings.
Book a Call
Speak with a member of our team to see if advanced tax planning is the right fit for you.
During this short call, we’ll learn more about your income or business and investments to determine if you qualify for the proactive strategies we offer to high-income earners. If there’s a fit, we’ll schedule a follow-up with one of our senior tax advisors to walk you through the exact steps to reduce your tax burden and unlock long-term savings.
Book a Call
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