Most CPAs only measure results at year-end, when options are already limited. HWM Tax provides on-going, proactive guidance to improve outcomes.
We simplify the Tax Filing Process and offer a low-stress, personalized approach.
Our Clients
Our clients are successful business owners and high net worth individuals with growing or complex tax situations.
We are not a fit for simple returns or price shoppers.
Our Tax and Accounting Services
Tax Preparation & Filing
Accurate returns with no surprises for business, personal, trusts & estates
Tax Planning & Consulting
Proactive planning to help you make better financial decisions
Entity Selection & Setup
Set up your business correctly for maximum tax efficiency
Transaction Structuring
Make major decisions with tax impact in mind
Business Sale & Acquisition Planning
Organize and present your financials for optimal transactions
Compiled Financial Statements
Clean, readable financials, without disclosures
About
Aaron Merrill, CPA®
Since 2012, Aaron has been a true partner to his clients, who want more than just a tax return. At HWM Tax, Aaron analyzes every tax return, looking for opportunities for clients to improve their tax situation.
Aaron brings patience, transparency, and a genuine human connection to a field that often feels cold and intimidating.
With over three decades of experience, Ken helps high-net-worth individuals and business owners make confident financial decisions while reducing the stress that often comes with managing complex tax, legal, and investment matters.
Ken tailors strategies to each client’s unique needs and ensures clients feel informed and supported at every step.
At HWM Tax, our goal is to reduce the stress and uncertainty that come with tax filing and financial decision-making.
We take the time to understand your situation and help you make informed decisions before opportunities are missed or outcomes are set in stone.
Clients come to us for tax preparation and planning, but stay because they feel more confident, informed, and less stressed about their financial decisions year-round.