Estate Gift and Individual Tax

men using pen to look at charts and graphs

Join us at the forefront.

When it comes to estate, gift and tax planning and compliance for individuals, we have laser focus. Our Tax Services Team is thoroughly trained in all aspects of individual tax, as well as estate, gift and trust accounting. We attend intensive updates each year to stay abreast of changes in both federal and state laws. Because we are always in the forefront, we are able to offer our clients the compliance and planning services designed to protect their assets while minimizing their tax burdens both now and well into the future.

Our services

Preparation of tax returns

Ensure a compliant, thorough and smooth tax return process through MCM’s individual and estate tax services. Our expertise and familiarity with state and federal tax regulations will guarantee you a maximum return.

Surviving spouse services

Don’t face the monumental challenge of losing a spouse alone. MCM will step up to help you navigate this impossible terrain with sensitivity and grace.

Family office services

Manage your family wealth intelligently and smoothly. MCM will assist with everything from bill paying and checkbook reconciliation to facilitating family meetings.

Development of strategies to meet personal and family goals

Formulate and execute realistic personal and family wealth goals with our trusted financial planning services.

Planning for gifting strategies

Provide your estate the best possible succession solution with the help of our estate, trust, and gift tax services. Death and taxes are certainly inevitable, and MCM is here to help you navigate both for your family’s future.

Retirement planning with tax-advantaged strategies

Visit our team at Meritrust.

Assistance with annual tax projections and quarterly estimated tax payments

Understand the growth of your investments through our thorough cash flow & ROI analysis service. MCM will step in to distinguish how your wealth can expand through our exhaustive budgeting and projection services.

Planning for changes in tax law

Engage with our adaptive and fluid tax structuring services. We stay constantly up to date on changing tax legislation, and we’ll make sure you’re prepared for any unexpected regulatory challenges.

Planning for transfer of wealth to future generations

Disperse your wealth generously and intelligently to set your future generations up for substantial wealth growth.

Individual tax audit defense

Get prepared for your next external audit through our comprehensive internal auditing service. With our help, your financial records will be structured in an easily accessible way to ensure your practice will continue operating effectively and efficiently.


Demystify the many complex tax issues surrounding global business ventures and international employment with the help of MCM’s international tax service professionals.

For more information, contact Vicki.