Services that keep you compliant, organized, and profitable
Mero Financial Group helps individuals, small businesses, and nonprofits stay tax-compliant, clean up their books, and make confident decisions with ongoing advisory. We pair rigorous tax expertise with modern systems so you get clear numbers and proactive strategies—not surprises.
Who We Help
Individuals
Tax prep, planning, IRS notices, back-tax clean-up.
Small Businesses
Bookkeeping, sales & use tax, payroll filings, fractional CFO.
Nonprofits
990 prep, grant & donor reporting, board-ready financials.
Core Services
Tax Preparation & Filing
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Individuals (1040 + schedules), S-Corps, C-Corps, Partnerships, Trusts
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Federal & state returns, extensions, amended returns
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Deliverables: e-filed returns, organized workpapers, year-end tax memo
Great for: Busy professionals, owners with multi-state or investment activity
Tax Strategy & Representation
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Year-round tax planning with quarterly check-ins
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IRS/State notices, penalty abatements, payment plans, exam support (Circular 230 compliant)
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Entity structure reviews (LLC vs S-Corp), reasonable comp, basis tracking
Outcome: Lower surprises, defensible positions, clear action steps
Bookkeeping & Accounting
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Monthly/quarterly bookkeeping (QBO), close & review
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AP/AR workflows, bank/credit card reconciliations, 1099 year-end support
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Sales & Use Tax filings and nexus monitoring (multi-state ready)
Outcome: Clean, timely books that match your tax and compliance reality
Fractional CFO & Advisory
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Budgeting & cash flow modeling, rolling forecasts
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KPI dashboards and margin analysis
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Pricing & profitability reviews, compensation planning for owners
Outcome: Numbers you can run the business with—not just file taxes
Nonprofit Compliance & 990
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Form 990/990-EZ/990-N preparation
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Functional expense allocations, donor/grant reporting
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Board-ready monthly financials and annual reporting calendar
Outcome: Confident compliance and credibility with funders
Catch-Up & Clean-Up Projects
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Historical bookkeeping clean-up
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Prior-year tax return remediation & amendments
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System setup: QBO chart of accounts, items, classes, locations
Outcome: A reset to accurate books—fast
Packages
(Typical ranges; finalize during consult)
Compliance Essentials
Solopreneurs & nonprofits under ~$250kMonthly bookkeeping, bank/CC recs, basic management report, annual 1099s, annual income tax return (entity or individual)
Growth
$250k–$2M RevenueEverything in Essentials + monthly close call, sales & use tax filing (1 state), quarterly tax planning, KPI snapshot
CFO Partner
$2M+ or VC/grant-fundedEverything in Growth + budget/forecast, cash-flow modeling, pricing/margin analysis, lender/board reporting
– One-time clean-up projects and multi-state filings priced separately after a quick assessment.
How we work
1. Discovery (15–30 min):
Goals, pain points, complexity check
2. Records Review:
We assess books, returns, and compliance gaps
3. Proposal & Engagement:
Fixed or tiered pricing, clear scope
4. Onboarding & Clean-Up:
QBO + secure portal (TaxDome), reporting cadence
5. Operate & Optimize:
Monthly closes, quarterly strategy, year-end filing
Frequently Asked Questions (FAQs)
- How do you price? Fixed monthly or fixed-fee projects based on complexity and volume.
- Do you work remotely? Yes. We serve clients across the U.S. securely through our portal.
- What do you need to get started? Last year’s returns, current books, bank/CC access or statements, and any notices.
- Can you help with sales & use tax in multiple states? Yes—registration, filings, and nexus monitoring.
- Do you replace my CPA/EA? We are a tax practice; if you already have a tax preparer, we can collaborate or fully handle tax + books + advisory.
Learn More
Learn about how Mero Financial can help you
Ready to get clarity?
Book a discovery call and get a scope, timeline, and price you can rely on.
Serving Individuals · Small Businesses · Nonprofits
Tax Preparation & Planning | Bookkeeping & Accounting | Fractional CFO | Sales & Use Tax Compliance | IRS Representation