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We Help Make Your Money Work For You

Our Story

At Ronald A. Mermer, CPA, PC, we understand that every individual, family, and business has unique financial goals and objectives. That's why we take a personalized approach to help you achieve your financial aspirations. Our team of experienced professionals is dedicated to providing exceptional service and expertise in the realm of accounting, tax planning, and wealth management.

Wealth Management Services

At Ronald A. Mermer, CPA, PC, we understand that managing your wealth requires experienced guidance. Our team is dedicated to helping you make informed decisions about your financial future. Whether you're looking to plan for retirement, create a trust, or develop a comprehensive financial plan, we've got you covered.

Services for Individuals

Our experts can help you with personal financial planning, estate planning, and elder care planning. We understand the importance of ensuring your financial security and well-being throughout your life.

Business Services

As a small business owner, you have a lot on your plate. Our team is here to help you navigate the complexities of accounting, payroll, and tax planning. We can assist with QuickBooks setup, training, and tune-up to ensure you're getting the most out of this powerful accounting software.

Part-Time CFO Services

We understand that managing the finances of a growing business can be overwhelming. Our team can provide part-time CFO services to help you make informed financial decisions, manage cash flow, and create a plan for growth.

Individual Tax Services

Our experienced professionals can help you navigate individual tax planning, from tax preparation to audit representation. We understand the importance of minimizing your tax liability and ensuring you're in compliance with all tax regulations.

Business Tax Services

As a small business owner, we know that tax planning and compliance is crucial to your success. Our team can help you with tax preparation, planning, and representation in the event of an audit or IRS issue.

QuicksBooks Services

Whether you're new to QuickBooks or looking to get more out of the software, our team is here to help. We offer QuickBooks setup, training, and tune-up services to ensure you're getting the most out of this powerful accounting software.

Contact Us

We believe in taking a proactive approach to your financial well-being. As a trusted partner, we're committed to providing personalized service and expert guidance to help you achieve your financial goals. Whether you're an individual or business owner, we're here to help you navigate the complexities of finance and achieve your aspirations.

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