Your Proactive Plan
starts here.
Taylor Proactive Team is changing — honestly, a little overdue, and for the better. You're one of a small group of clients we're personally inviting to evolve with us. Merrill recorded a message just for you.
Merrill's video message arrives here shortly — his letter below says it in his own words.
First, the honest part.
To one of the clients we most want to keep,
A few years ago we changed our name from Taylor Tax Team to Taylor Proactive Team. It wasn't a rebrand — it was a promise: that we would work with you all year, not just show up in April with a bill and a number.
I have to be honest with you: last tax season, we didn't fully keep that promise. Some of our best clients — people like you — got blindsided by tax surprises we should have seen coming months earlier. Not because anyone on my team didn't care, but because our systems didn't let us get ahead in time. That one's on me. And it's the last season it happens.
Going forward, every TPT client sits down with us for at least one dedicated planning meeting a year — before the year closes, while the numbers can still be changed. And we're going further than tax prep entirely: we're building every plan around your life — your family, your legacy, the impact you want your money to have long after the return is filed.
We can't do that for everyone. Deep, proactive work doesn't scale to a thousand names on a client list — so we're not keeping a thousand names. We sat down and hand-picked the clients we most want to build the next decade with. You're on that list. This page is your invitation.
Whatever you decide, I need to hear from you by Saturday, August 15, 2026. If we don't, we'll take it to mean you've chosen to move on — and we'll make that graceful and easy for you too. No hard feelings, ever. You'll see both options at the bottom of this page.
Thank you for trusting us this far. I hope you'll come further.
The same team. A different job.
We're no longer in the business of reporting your past. We're in the business of designing what comes next.
Year-round, by design
At least one dedicated planning meeting every year — required, scheduled early, and built around your numbers while they can still be moved. April becomes a formality, not a reveal.
A plan shaped to your life
Your goals come first — the business exit, the kids, the giving, the second act. Every strategy we run is customized to where you're actually going, not a template.
Beyond tax, toward legacy
We're evolving past tax prep into legacy and generational-wealth planning — so the money we save you every year is building something your family keeps.
Tax season ends in April.
Your legacy doesn't.
Here's what we've come to believe after years of watching our best clients succeed: a tax return is a receipt for the past. It tells you what happened. It changes nothing.
The families who build generational wealth don't do it in April. They do it in the quiet months — structuring income before it's earned, positioning assets before they're sold, and pointing every saved tax dollar at something that outlives them: their family, their impact, their name.
That's who Taylor Proactive Team is becoming — not the people who file your paperwork, but the partner who sits on your side of the table for the next thirty years. Every plan we build now starts with your life goals, and we've aligned ourselves with wealth-management professionals who share that standard, so the dollars we save you have somewhere meaningful to go.
Family, business, giving, exit — your goals set the strategy, not the other way around.
Tax dollars we recover get a destination — invested with intention instead of absorbed by lifestyle.
Estate, legacy, and generational planning built alongside people we trust with our own families.
So — shall we keep building?
There's no wrong answer, and no hard feelings either way. We just need to know, so we can take care of you properly in both directions.
Yes — I want to evolve with you.
Keep your seat. You'll book your first annual strategy session, we'll rebuild your plan around your life goals, and you'll see what we've lined up for clients who continue — including the wealth-building side we haven't announced publicly yet.
Yes, I want to continue →No — this isn't the right fit.
Completely okay. We'll say a proper thank-you, and if you'd like, we'll personally introduce you to a heavily-vetted firm we trust and move your information over — so you land somewhere excellent without starting from zero.
No, I don't want to continue