Frisco
CPA Wealth Management
MRM CPAs & Wealth Advisors is a certified public accounting and wealth management firm in Frisco, Texas. We handle tax planning and preparation, audit and assurance, transaction advisory, and investment management for business owners, executives and families across Dallas-Fort Worth. Tax and wealth sit under one roof here, which means the person planning your investments talks to the person filing your return.
WHAT WE DO
Three Services. One Coordinated Approach.
Tax, audit, and wealth management work together to provide a more complete view of your financial picture and a more coordinated path forward.
Tax Planning and Preparation in Frisco
Most people meet their CPA in March and hear about their options in April, which is roughly a year too late.
The work that changes your tax bill often happens before the year ends. That’s when there’s still time to make strategic decisions around entity structure, the timing of a sale, equity compensation, and multi-state income. Planning earlier gives you more options and more control over the outcome.
We do returns, and we do them well. But if a return is the only thing your CPA gives you, you are paying for compliance and calling it planning. Our work goes beyond filing to include proactive tax planning throughout the year, especially when major transactions, business decisions, or changes in your financial picture are ahead. Whether you’re looking for an ongoing tax planning relationship or a second opinion before a significant decision, our team can help.
What we handle
- Individual, partnership, S-Corp, C-Corp and trust returns
- Multi-state and nexus questions
- Entity selection and restructuring
- Equity compensation, including ISOs, NSOs, RSUs and 83(b) elections
- Transaction planning for a business sale or acquisition
- Estate and gift tax coordination
- IRS and state notice response
Audit and Assurance Services in Frisco
A strong audit should feel structured from the beginning, not rushed at the finish line. MRM helps organizations approach audits with clearer expectations, organized documentation, and proactive communication throughout the process. From financial statement audits and reviews to employee benefit plan audits, lender assurance, and audit readiness, our team works to identify risks early, reduce avoidable delays, and create a more predictable audit experience.
What we handle
- Financial statement audits
- Financial statement reviews and compilations
- Employee benefit plan audits
- Lender and bank assurance
- Agreed-upon procedures
- Internal control and risk assessments
- Audit readiness and first-time audit support
- GAAP, cash basis, tax basis, and multi-entity reporting
- Management letters and post-engagement recommendations
Wealth Management for Business Owners and Families
A liquidity event changes several parts of your financial picture at once, including taxes, estate planning, asset allocation, and concentration risk. What worked before the transaction may no longer fit once your wealth becomes more liquid and your priorities shift.
MRM CPAs & Wealth Advisors works alongside our tax and advisory teams so clients can keep more of their financial planning under one roof. With tax, wealth, and other specialists communicating directly, decisions are easier to coordinate and the overall strategy stays connected.
MRM CPAs & Wealth Advisors provides investment management, retirement planning, and estate coordination with tax strategy integrated into the process. Because our teams work closely together, the tax implications of major financial decisions can be considered early rather than addressed after the fact.
Who this tends to fit
- Business owners approaching or coming out of a sale
- Executives with concentrated stock or complex equity compensation
- Families coordinating wealth across more than one generation
- Anyone currently running a CPA, an advisor and an attorney who do not talk to each other
Who will you actually work with?
FAQ
Common Questions We Hear
Is MRM a CPA firm or a wealth management firm?
- Both. MRM CPAs & Wealth Advisors is the accounting practice, handling tax, audit and investment advisory practice. All under the same roof, and the two teams work the same accounts, which is the entire point.
Which Texas accounting firms help mid-market business owners with transaction advisory?
- MRM CPAs & Wealth Advisors does this work from Frisco, serving clients across Dallas-Fort Worth and the rest of Texas. Transaction advisory covers the planning before a sale, quality of earnings support, entity and structure decisions, and the tax modeling that determines what an owner actually keeps. Because our wealth team is in the same building, the conversation about what happens to the proceeds starts before the deal closes, not after.
Can you handle complex tax planning if I already have a CPA?
- Yes, and it is common. Some clients bring us in alongside an existing CPA for a specific transaction, a multi-state question or a second opinion before a large decision. Others move everything over after that first project. Either is fine.
Do you work with clients outside Frisco?
- Yes. Most of our work is across Dallas-Fort Worth, and we serve clients throughout Texas and in other states. Multi-state filings are routine for us.
What does working with a CPA in Frisco cost?
- It depends on the work, and any firm that quotes you before understanding your situation is guessing. Straightforward individual returns are priced per return. Business tax, audit and advisory work is usually a fixed annual or project fee agreed up front. Wealth management is billed as a percentage of assets under management. We will tell you the number before you commit to anything.
When should I switch CPAs?
- The usual signals are that you cannot get a call back, you are hearing about opportunities after they have expired, or your business and personal returns are handled by people who never speak to each other. A change is easiest between May and October, when there is time to do it properly.
Do I have to use both the CPA and wealth sides?
- No. Plenty of clients use one. The two practices are built to work together when you want that, not to require it.