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Tax Related Services

With ever-changing federal and state tax laws, planning and then accurately preparing and filing your tax returns can be onerous. Together, we will work with you to navigate the most current tax codes to understand which rules and regulations apply to you and lend an experienced, professional eye to ensure you maximize your tax benefits.

Daily Account Balance Aggregation

Knowing current account balances and asset allocations is critically important when you are making decisions that will impact your family. We help by aggregating your family's account statements so you will know your cash balances at all times.

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Monitoring & Supervision

Monitored and executed all special billing arrangements for groups as required to ensure postings are aligned with the contract. Liaise with Front Office, Sales & Events, and guests regarding disputed invoices, making necessary adjustments and updating of invoices.

Featured Services

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Financial Planning

A business plan conveys the organizational structure of your business, including titles of directors or officers and their individual duties.
Services Feautured Image Meritex Consulting-Financial Planning

Financial Advisory

A business plan conveys the organizational structure of your business, including titles of directors or officers and their individual duties.