Taylor Proactive Team - Merrill J. Taylor, CPA

Taylor Proactive Team - Merrill J. Taylor, CPA

Reviews Summary

The reviews consistently highlight exceptional service, expertise, and professionalism. Clients praise the thoroughness, responsiveness, and proactive approach to tax strategies, often saving them money. Many appreciate the team's willingness to educate, answer questions, and provide year-round support. Long-term clients emphasize trust, reliability, and personalized care, recommending the service highly for both personal and business needs. The consensus is overwhelmingly positive, with repeated mentions of outstanding client focus and results.

About This Listing

Business Consulting
CFO Services
Tax Planning
Financial Advisory
Estate and Trust Tax
Virtual CFO
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Professional Services
Risk Management
Multi-state Experience
Cross-border Taxation

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
CFO Services
Tax Planning
Financial Advisory
Estate and Trust Tax
Virtual CFO
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Professional Services
Risk Management
Multi-state Experience
Cross-border Taxation

Contact Information

Address

11075 S State St #32B

Sandy, Utah 84070

Hours

Sunday Closed
Monday Closed
Tuesday Closed
Wednesday Closed
Thursday 9AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

First started using Merrill for corporate returns and quickly added individual returns based on exceptional service. Merrill is thorough, courteous and does excellent work. Has assisted answering various planning/tax questions throughout the year which is a comprehensive approach without additional billings. Would recommend Merrill and his firm to anyone seeking ultimate professional experience when preparing/filing tax returns.

Merrill has always given me exceptional 5 star service and is very knowledgeable and professional. I send all my friends to him for tax help and I love that he takes the time to educate me on the most up to date tax laws so I can be in the know as well as ensure my taxes are filed correctly. He gives me peace of mind during tax season and I'm so glad we work with him every year, thank you.

Merrill has been so wonderful to work with over the past years. He is incredibly patient and has been willing to explain things slowly until I understand them, which has been so helpful as I don't have his accounting brain. He has also helped us navigate through some complicated accounting issues with ease. Highly recommend.

Merrill is great ! He has been doing our taxes for many years now and we really have a great experience. He is trurly an expert in his field and stays updated about all tax-related information. He is prompt with process and if we have any questions. We highly recommend Merrill as a CPA.

Merrill Taylor is truly the friendly person who goes out of his way to make you feel important and valued. He?s knowledgeable of the latest rules and changes and explains in detail your options and what fits your situation best. He?s a great listener and he reminds me of the good old fashioned service you just don?t see anymore. Like years ago when you would go to the gas station and the person would come out and wash your windshield and check the oil. You just never see that kind of service anymore!

Merrill and his team have been a great find for my family. He?s exceptional at educating his clients and keeping them informed. He provides great value as the team?s work is timely, accurate and reasonably priced. I highly recommend the Taylor Tax Team.

I've worked with Merrill in a few different capacities over the years. Most recently as my CPA for both my businesses and personal tax/advisory needs. Merrill is knowledgeable, forward thinking, and proactive on strategies that are tailored to your business needs. I have had and continue to have the upmost confidence in his firm. We look forward to growing with him and would not hesitate to send friends, family, and work colleagues to him.

Merrill and his team has been doing our business and personal returns for years. They have been amazing to work with. Helping us navigate the ins and outs of our complicated tax system. They are quick to answer any questions and willing to take the time to help strategize year to year. Thanks Taylor Tax Team.

Merrill and his team have been excellent to work with. We meet often to go over tax law changes and to plan tax saving strategies for the future. They are always quick to respond to any questions we have and when you have a business with 50 employees there are always plenty of questions. I would recommend them to anyone needing a tax professional.

Merrill does my taxes on both my businesses. He was there when I first started both and has helped me throughout the process. He helped me save a lot of money knowing all the tax write-offs I can claim. I was lucky to be referred to him by the Small Business Association. He goes the extra mile for his clients for sure! I have learned a great deal about tax law from him and his online courses. He is very professional and I have referred him to my contractors. Thank you Merrill! look forward to seeing you beg

Merrill and his team always take amazing care of us for everything finances. They are always very clear with what exactly we need, where to find it, and in what timeframe. Their turnaround time is amazing, and they always communicate about what we should be expecting and any delays or anything else we should be aware of. If I could give higher than 5 stars I would, and I definitely recommend them to everyone.

Merrill and his team do an exceptional job. They are professional, responsive, and efficient. I have worked with very large national firms in the past and have never been as pleased as I am with the service I am getting here. Their friendly, high-quality service is unsurpassed!!!

I have been working with Merrill Taylor for probably about 5 years or so. He is such a great accountant. He really was an upgrade from our previous accountant. I love that he's easy to get a hold of and is quick at responding and answering our questions. I feel like our best interests are the most important to him.

Merrill is the best CPA I have ever been around. He is extremely intelligent, detailed and attentive. If you are looking for your next CPA/Tax Planner, please take some time and get to know Merrill. He will keep you on track and serve you well!

Merrill and his team did a great job preparing our taxes and advising us on tax related issues. When we bought a house in the middle of our taxes being prepared he worked with our mortgage officer to make sure everything they needed was available to get the mortgage approved.

Merrill is the best Accountant I have ever worked with, both with my businesses and personally. He is detailed oriented and always making great suggestions to help me with my tax liability. I recommend him and his team without reservations. Dr. Shane Taylor DDS FAGD

Merrill has been great to work with and has always taken care of any concerns or questions in a timely manner! I recommend Merrill tax Team to all my family and friends!

I have used Merrill and his team for the last several years and every year it has been a very smooth and simple experience. Merrill is very responsive to all my questions and is always willing to help no matter the situation.

Switched to Merrill about 6 years ago and I have been very happy with the change. Spends time with me several times each year to evaluate different tax strategies for my businesses and it all adds up to saving me money. Highly recommend

We have very much enjoyed working with Merrill. He is very responsive to our questions and responds quickly. He is competent and goes the extra mile to make sure things are done correctly.

Merrill has been doing my taxes for years and he is fantastic! He is knowledgeable, professional, reliable and easy to work with. I highly, highly recommend!

We've worked with Merrill for several years for our personal and business tax needs and can't recommend him enough. He's responsive, helpful, and very good at what he does.

Merrill has been doing my taxes for many years and there is no one better or more diligent. Not only is he extremely knowledgeable, he is also incredibly responsive to answering questions and thoughtful in his approach to tax strategies. He is also proactive with, and cares about, his clients: an example is when Covid hit, he sent out emails to all his clients informing them of the PPP loan programs, how to apply for them, and how to get some or all of those loans forgiven, if warranted. I don't kno

I have been extremely pleased with Merrill since he took over our accounting a few years ago. He is diligent, honest, and understands how to do his job. Five stars!

Merrill Taylor makes filling taxes easy. They keep track of everything and help us along the way when needed. We've used him for several years now and think he's the best!!

Merrill Taylor has always been extremely helpful and goes above and beyond any accountant we have ever used. Highly recommend him!!! I have given his name to many family and friends.

I have had the pleasure of working with the Merrill Tax team since last year. They have helped me with my accounting needs with my Amazon business as well as my regular job in the medical field. I used to think an out of state CPA firm would make things more difficult. I reflected on the fact that during past years I had only met with my COA face to face a couple of times. In this electronic age face to face is only a Zoom call away anyway. The Merrill tax team has handled my needs professionally and in a t

I love to work with Taylor Tax Team. I'm a bookkeeper, of course Taylor Tax Team has helped many of my clients with tax preparation services. My most impression about them is their professional style, dedicated and fast service. Especially to help my customers save on tax exempt programs in a dedicated way. Thank you to Merrill Taylor, CPA who is a person who has a heart in the profession and is very reliable. I wishes the team to maintain their professional style and grow.

Merrill and his team are awesome to work with and make it easy to stay on track with getting them the items needed for them to finish my taxes. I highly recommend this team and their services!

Merrill and his team has been helping me for few years now and never have I felt that I was not in safe hands. They are very professional and Knowledgeable to answer all my questions. I am very happy with them and hence the 5 star rating.

Merrill is the kind of person who Does accounting out of genuine interest in accounting a passion that reveals itself through his creative spirit and passionate pursuit to expand his knowledge base and relay important developments in the tax world to his clients. I Appreciate his strong communication skills in his attention to detail!

Merrill and his team have been great to work with! They work quickly and do a fantastic job! I couldn?t imagine working with anyone else on my tax needs.

Very pleased with Merrill's service. Quick response to questions with easy to understand information. Easy upload of information for returns. Keeps me abreast of changing tax environment.

Merrill has taken great care of my returns for years. He?s always been very professional and responsive, even when I push things to the last minute and ask ?dumb? questions.

I have had nothing but great experiences with Merrill and his team. Prompt, professional and willing to answer all my questions. Completely recommend!

Merrill and his team have gone above and beyond to assist me at every turn with my business and taxes. I have recommended him to friends and family for years, I feel so lucky to have found such a great accountant!

Merrill has been great to work with. He has helped me personally and with my business for many years. I highly recommend him.

Merrill and his team are terrific! Incredibly professional and they take the time to answer all of your questions and concerns. I feel like family when dealing with them.

Merrill is outstanding to work with. He is an advocate for his clients and knows when to pull in additional resources/expertise to ensure the best outcome.

Merrill has been helping me with my international tax return for years now. He's always extremely professional and responds to all queries right away.

Merrill has been a trusted friend and adviser for years. His knowledge goes beyond just the basic accounting and his team is exactly what we need for our complex international tax needs.

Great experience working with Merrill and team for the past 10 years. Knowledgeable with deep expertise. Have recommended their services to friends and colleagues.

Merrill is the best! We have been with him for years and I?m grateful to have a tax guy who continues to educate himself to save us money.

Taylor tax team has earned my trust and complete confidence. They are responsive, thorough and professional. I recommend them without reservation to all my colleagues and family.

We have been using Merrill for a number of years. He has been quick to respond to questions and has done a solid job!

Working with the Taylor Tax Team has been nothing short of an outstanding experience. They are client focused, responsive, knowledgable, and proactive. Wonderful to work with. If you're looking for an outstanding tax team, this is it!

Merrill Taylor and the Taylor Tax Team are excellent. They are always there to answer my questions, provide good advice and solve my problems. I highly recommend them.

Merrill and his team are great! They are so helpful to my wife and I during tax time.

Highly recommend working with Merrill and his team if possible. They do excellent work and are reachable anytime you need them.

Merrill has always been super response to all my inquiries regarding by business and personal accounting and tax issues. Great team to work with.

Fabulous experience! So helpful and easy. I am confident knowing each year that I can depend on the Taylor Tax Team to do things efficiently and quickly. Would recommend their services to everyone!

Merrill is awesome, very professional and always willing to help explain. I would recommend using him for any of your tax needs.

My husband and I are very impressed with the professional and streamlined way that the Taylor Tax Team - Merril J. Taylor handled our taxes with integrity and expediency! We are using them again.

Merrill and his tax team are great to work with and very helpful. I highly recommend using them if you need a CPA

Highly recommend. Merrill is the go to for all things tax related. Incredibly knowledgeable and helpful

Merrill and his team are the best! Prompt service and always help with all our needs. Thanks for great service!!

Great working with Merrill and his team. Very helpful in answering our questions in a prompt manner. Highly recommend!

Merrill has been working with me for a long time. He has been patient with me and has always been there when I needed him.

Merrill is fantastic. I?ve had several tax accountants over the years and I know I?ll never need another!

We have been using this team for about 10 years. They are very dependable, easy to work with, updated on all changes and tax rules, and the communication is outstanding.

Merrill Taylor has been a fantastic accountant! He is personable and cares about us.

Merrill has been great to help us with both our personal and business taxes!

Exceptional service by the Taylor team. They use a program that makes uploading documents very easy. I saved thousands of dollars In comparison to last year before being referred to Taylor. Thanks Taylor Team!

We contacted the Taylor team while living in India and handled everything remotely. There was a slight hitch with one of our State returns and they got the State to fix it. A pleasure to work with them.

The process is very transparent and orderly. Uses lastest computer technology, so forms are simple to complete. Always willing answer questions promptly. Taxes are always sent in in a timely manner. Great staff.

This team saves us so much time and energy worrying about our taxes. They are thorough, knowledgeable, and consultative. We plan to use them forever!

Merrill and his team go out of their way to answer any questions I might have. I have 100% confidence in them!

Merrill and his team are the best! Guiding me through everything and making it so simple!

Merrill is my favorite CPA of all time. A true pleasure to work with.

Punctual, thorough, knowledgeable and a straight shooter. I recommend Merrill without reservation.

Always available, explain matters clearly and in a timely manner. I couldn't be more pleased with Taylor Tax Team services.

They do a good job of getting the taxes done and make it easy with their online portal.

Always on point with any questions that I have. Timely fashion on returning phone calls from myself or my financial advisor

Outstanding service and expertise. I highly recommend the Taylor Tax Team.

This team takes their time to make sure I get the best tax benefit.

Merrill and team are always professional and thorough.

Excellent service! Thorough, kind and very efficient.

Prompt, proficient, professional, personable. Services are excellent.

Excellent service for both tax preparation and planning.

Great service and up to date tax info!

Excellent CPA. Highly recommend him

Great experience with Merrill

Knowledgeable and willing to help

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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