About Us

At Meritage Tax Advisors, our name says it all. Inspired by our love of wine and the meaning behind the word Meritage—a harmonious blend—we bring together the best of technical skill, personalized service, and deep-rooted values. For us, it’s about more than just taxes. It’s about relationships, legacy, and helping you make confident financial decisions through every season of life.

As a family-focused firm, we understand the importance of trust, clarity, and consistency. We work closely with high net worth individuals, business owners, and leaders in the private equity and venture capital space to provide tailored tax compliance, consulting, planning, and research services. Our clients often come to us during pivotal moments—and stay for generations.

We believe that strong client relationships are the most valuable assets we manage. That’s why we lead with listening, collaborate with care, and act with integrity. Whether you're navigating complex transactions, building generational wealth, or simply looking for guidance in a changing tax landscape, we’re here with a steady hand and a strategic mindset.

At Meritage, we bring everything together—family, business, and tax strategy—in perfect balance.