Stop overpaying taxes and start building the wealth you deserve.

The Comprehensive Consultation: A one-on-one, 90-minute strategy session with a certified Main Street Tax Pro Advisor to uncover hidden tax savings and map out a clear, actionable path to your financial goals.

 

The Comprehensive Tax Consultation

Most Tax Pros Look Backwards. We Look Forward.

Filing your taxes is about reporting the past.

A Comprehensive Tax & Wealth Consultation is about shaping your future — so you keep more of what you earn, grow your wealth faster, and protect what you’ve built.

This isn’t a generic conversation. It’s a customized, interactive session designed around your goals, your income, and your assets.

By the time we’re done, you’ll have a real-time roadmap that shows exactly how to reduce your taxes and accelerate your wealth-building.

1 Is this for you?

This is for you if you are tired of...

  • Paying too much in taxes every year

  • Wondering if you’re missing deductions or strategies

  • Filing your taxes and hearing nothing from your tax preparer / CPA / EA until next year

  • Being ghosted or dismissed by your tax person when you ask real questions

  • Having a preparer who doesn’t know the strategies you’ve heard about from Mark Kohler or other experts

…then it’s time for a new approach.

2 What you get

  • A deep dive into your personal wealth goals — from tax-saving strategies to investment vehicles to asset protection.

  • A customized roadmap built in real time — we map your assets, entities, and income sources while identifying the right strategies for you.

  • A 30-point checklist review — uncovering opportunities you may have heard of, plus strategies you didn’t even know existed.

  • Personalized education — so you understand each opportunity and how it applies to you.

  • Same-day delivery of your roadmap — with clear, actionable next steps so you can start making progress immediately.

3 The Experience

In just 90 minutes over Zoom, we work through your unique financial picture — asking questions, exploring options, and identifying every possible way to reduce taxes and grow wealth.

This isn’t theory. By the end of the session, you’ll have:

  • A clear, visual roadmap
  • Concrete next steps
  • Confidence in your financial direction

4 What Happens After

You are in the driver seat.

  • Do it yourself — take your roadmap and run with it.

  • Get white-glove help — work with us for full implementation and ongoing guidance.

  • Go hybrid — use our referrals and resources, and implement with our partners, our help or on your own.

Who This Is For

  •  You’re tired of overpaying taxes every single year.

  • You want proactive strategies, not just tax prep.

  • You want to know you’re doing everything possible to reduce taxes and grow your wealth.

  • You’ve heard strategies like cost segregation, short-term rental loopholes, hiring your kids, or self-directed investing — but want a pro who not only knows these strategies but can help you apply them.

  • You want a tax professional who actually listens and cares.

Who This Is NOT For

  • You only want your taxes filed and nothing more.

  • You believe DIY software like TurboTax is “good enough,”  has you covered...and doesn't make mistakes.

  • You think your situation is too simple for meaningful savings.

  • You’d rather keep paying high tax bills than invest in advice that saves you money year after year.

Meet Our Team of Tax Advisors

We aim to pair you with the best fit by matching you with the appropriate tax strategist or topic expert. Our team of Main Street Tax Pro certified tax advisors is here to help.

Julie R Merrill, CPA, MSTP

Julie is the founder of the firm and has over 25 years of experience as a CPA. She specializes in small business and real estate taxation, military tax matters, stock options and equity grants, high W-2 income earners, and California taxes.

Stephen Bentley, E.A., MSTP

Stephen is an Enrolled Agent and former software engineer. He brings his years of small business ownership experience to tax strategy, with specialties in real estate, small business, cryptocurrency, tax resolution, and Georgia taxes.

Amber Rose Florence, E.A., 

Amber Rose is an Enrolled Agent and our firm tax manager. She has expertise in Estates and Trusts, real estate, small business, high earning retired individuals and Arizona taxes.

What others have to say


”

I have been looking for you, Julie, for a long time!


-Pete


”

This is EXACTLY what I have been searching for.  


-Ryan


”

No one has ever done anything like this before. This was awesome.


-Tony

Frequently Asked Questions

Your taxes and your wealth won’t fix themselves.

 

 

Let’s build your plan so this is the year you finally stop leaving money on the table.

 

I want a personalized tax and wealth building strategy