Mercer Advisors Prepares Over 10,000 Tax Returns in Record-Breaking Tax Season

Strategic acquisitions fuel doubling of tax team, enabling greater capacity to file double the returns in 2026

DENVER--(BUSINESS WIRE)--Mercer Advisors, Inc. (“Mercer Advisors”), a national wealth management organization, announced that their tax services and accounting firm, Mercer Advisors Tax Services LLC, will be filing a record 10,000 tax returns on behalf of clients this tax season, up from approximately 4,600 a year ago.

The increased interest in tax preparation among clients demonstrates the growing importance of tax planning and preparation in the delivery of the firm’s family office model. Mercer Advisors takes a holistic approach to a family’s finances, including institutional-grade investment management, financial planning, estate as well as tax planning, and tax preparation.

“We’re experiencing tremendous growth in the number of families who find significant benefit in having their taxes, investment management, financial planning, estate planning – their whole balance sheet – guided by a unified team,” said Jeremiah Barlow, the Chief Commercial Officer at Mercer Advisors. “Through strategic acquisitions and continual reinvestment in our service capabilities, we’ve been able to meet the growing demand that families have for our family office approach.”

Mercer Advisors’ recent acquisitions of firms with tax practices, and investment in tax capabilities, reflect a CPA industry in transition. With many accountants nearing retirement, CPA firms often face a choice: remain independent despite growing pressures or merge with large accounting firms. Partnering with a holistic wealth management firm to deliver a family office suite of services presents an attractive alternative.

Two recently added partners firms significantly bolstered the tax capabilities of Mercer Advisors heading into the filing season for this year’s taxes. In November 2025, Mercer Advisors Tax Services added Beach Freeman Lim & Cleland (“BFLC”), a leading Southern California-based tax firm focused on providing tax, accounting and business advisory services to high-net-worth individuals, families and business owners. BFLC’s 20 tax professionals serve clients across a range of industries and professions including healthcare, real estate, law firms, construction, professional athletes and franchise businesses.

"The combination of BFLC and Mercer Advisors Tax Services has been powerful in demonstrating the sophistication of our tax capabilities,” said Doug Beach, Managing Director, Tax Services and former Managing Partner at BFLC. “There is an enormous gap in the tax industry, right now. On one side, there are mass market firms focused on high-volume but low-complexity tax returns; then there are firms that focus on corporate taxes first and may do some taxes for individuals as a concession. We see a tremendous opportunity in the broad middle with clients who need a more hands-on and integrated approach.”

In October 2025, Mercer Advisors integrated Singer Burke, a premier, Los Angeles-based wealth management, tax, and business management firm with a 50-year legacy of serving highly accomplished creative professionals and executives in the media and entertainment sector. The partnership included SB Capital Management, Inc., a $1.2 billion RIA providing comprehensive investment management and wealth planning services, which joined Mercer Advisors’ RIA Mercer Global Advisors, Inc., and Singer Burke Zimmer & Kogan, LLP, which provides full-range accounting, tax, business management and financial consulting, joining Mercer Advisors Tax Services LLC.

Mercer Advisors launched its tax and estate services in 2012 and has acquired a total of 19 RIAs that included tax practices, further bolstering capabilities and talent. Over the course of 2025, the tax team doubled in size from about 60 to 120 tax professionals.

Mercer Advisors Tax Services supports a wide range of return types, including individual, trusts, foundations, and business filings across all 50 states, ranging from straightforward individual returns to highly intricate situations: such as business owners with multilayered entity structures, partnerships with diverse sub-entities, and multigenerational families managing sophisticated trusts, estates, and gifting strategies. Over 75% of the returns fall into the complex realm across individual, trust and entities.

About Mercer Advisors Tax Services

Mercer Advisors Tax Services LLC, supports clients with tax planning, preparation, and filing services, business management, and bookkeeping services. The Tax Services team consists of 120 tax professionals. Mercer Advisors Tax Services LLC, and Mercer Global Advisors, Inc. are affiliated subsidiaries of Mercer Advisors, Inc.

About Mercer Global Advisors

Mercer Global Advisors Inc. was named the #1 ranked RIA firm in the nation for two years in a row according to Barron’s 2025 and 2024 Top 100 Registered Investment Advisor Firms. For 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The organization offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors Inc. is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors, Inc. is headquartered in Denver, Colorado, is privately held, has over 1,560 employees, and operates nationally through more than 110 locations. Mercer Global Advisors has $98 billion in client assets. For more information, visit merceradvisors.com and partnerwithus.merceradvisors.com.

Important Information

Company statistics as of January 31, 2026. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

“Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Mercer Advisors Tax Services, LLC, does not provide financial audit, assurance, compilations, or forensic accounting services. Each individual tax situation is unique, depending on complexity, additional fees may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply.

2025 and 2024 - Barron’s Top 100 RIA methodology

Mercer Global Advisors was ranked #1 for non-mega RIA firms. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron's verifies that data with regulatory databases and then Barron's applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron's does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.