Mercer Advisors-Dallas-Park Cities

Our Park Cities team is deeply committed to the individuals and families of the Dallas-Fort Worth area. Many of our advisors have been working with local residents for over three decades, helping them navigate financial complexity and achieve their goals. Multi-generational wealth management and philanthropy: Our team specializes in navigating family dynamics and providing clarity when complexity arises. Special needs: Our team has extensive experience working with families with complex circumstances, including parents of children with special needs. Deep experience with: Small business ownership and succession planning, divorce, and executive compensation plans.

Thelemann Bookkeeping & Tax Service is a full-service tax and bookkeeping service dedicated to providing you and your small business with the expertise in all areas of bookkeeping and tax assistance. Whether you are an individual needing help with your personal taxes or a small business seeking assistance with payroll tax, sales tax, property tax or local, state or federal taxes, we can meet your needs. Call us today for more information.

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.