expert guidance, maximizing deductions, and minimizing tax liability.

Tax Made Easy: Let Us Handle Your Tax Prep

Filing your own tax return can be a challenging task given the complexities of today's tax code, often raising more questions than answers.

In this era, many individuals and small businesses opt for professional tax preparers. Even for straightforward returns, tax rules change annually, making it easy to miss important updates and make errors.

At Merriman Tax Services LLC, we possess the expertise necessary to not only assist you in filing your returns but also to strategically minimize your tax liability through meticulous planning.


Exciting News! Merriman Tax Services LLC now offers personalized Client Portals through Intuit Link, contributing to both eco-friendliness and 24/7 convenience. We recommend setting up your secure portal for seamless document exchange and communication. By going digital, you not only reduce paper waste but also gain the flexibility to access and submit documents at any time, making it easier than ever to manage your tax needs. Please reach out to our office at to get started.


Merriman Tax Services LLC operates from one convenient location in Long Beach, exclusively offering a drop-off/pick up service for your tax needs. We've adopted a streamlined process to enhance your convenience and eco-friendliness, as mentioned above.

While we don't schedule in-person appointments, we highly recommend using our secure Intuit Link portal for document submission. Whether you've gathered all your tax documents or not, it's wise to initiate the process early. We'll gladly assist you in setting up your secure portal and ensure a smooth tax experience.

For those who prefer a more personalized touch, we also offer a 30-minute Zoom meeting to review the documents you've uploaded. It's an opportunity to address any questions and provide additional guidance.

Please be aware that the cut-off for scheduling tax interviews or appointments is March 31st. This allows us the necessary time to efficiently process electronic returns. If, for any reason, you require an extension after April 1st, kindly reach out to our office. Extensions are not automatically granted but can be arranged for your convenience.

At Merriman Tax Services LLC, we offer a comprehensive range of tax preparation services, including:

  • Individual Tax Preparation

  • Business Tax Return Preparation

  • Gift & Estate Tax Return Preparation

  • Partnership & Corporate Tax Preparation

  • Estate and Succession Planning

  • Out-of-State Returns

  • Business Start-Ups

In addition to our tax preparation expertise, we specialize in thorough tax planning services. At Merriman Tax Services LLC, we're committed to helping you navigate your tax responsibilities with confidence.

Strategic Tax Planning & Education 

Effective tax planning is paramount for achieving substantial, legal reductions in your tax liabilities. Beyond ensuring your business's tax compliance, we provide expert guidance on tax-saving strategies that enhance your after-tax income.

Our tax and education planning services cater to individuals who are high-income earners and both startups and established businesses. We equip you with a comprehensive list of often-overlooked deductions to minimize your tax liability in the upcoming year.

Our tax planning assistance encompasses:

  • Strategies to defer income, enabling you to save money today and pay less in taxes down the road.

  • Solutions to lower taxes on your income, allowing you to retain a larger portion of your earnings.

  • Measures to reduce taxes on estate and gifts, ensuring beneficiaries retain more of your assets.

  • Guidance on optimizing taxes on investments and retirement distributions to sustain your desired lifestyle and more.

Whether you're a small business owner local to Long Beach or require support with individual taxes, partnering with a professional tax planning service can result in significant savings. At Merriman Tax Services LLC, we offer the expertise you need to minimize your tax burden, all at affordable rates, throughout the United States.

Tax Resources

Here are some links to help you learn more about taxes:


  • 🔗 Take advantage of the secure electronic tax payment services to conveniently pay your federal taxes directly from your checking or savings account at no additional cost through IRS Direct Pay.

  • 🔗 For California state taxes, you can effortlessly make payments from your checking or savings account via CA Pay.

If you desire further details regarding our tax preparation and planning services in Long Beach, don't hesitate to reach out. You can contact us at (562) 725-2900 or conveniently connect through our website.