MRM CPAs and Wealth Advisors

MRM CPAs and Wealth Advisors We are CPAs, Investment/Wealth Managers, and Real Estate Investors.
*Any investment in securities involves the risk of loss.

Past performance does not guarantee future results.

When was the last time your tax advisor called you BEFORE you made a major financial decision? Before you sold a propert...
06/04/2026

When was the last time your tax advisor called you BEFORE you made a major financial decision? Before you sold a property, exercised options, or restructured your business?

For most people, the answer is never. And that is not because your CPA is bad. It is because the entire tax industry was built for compliance, for looking backward. That was fine 30 years ago. But the complexity of your financial life has outgrown that model.

This is where proactive tax planning starts to change outcomes.
You can take a closer look at how we approach it here: https://www.mrmprivatewealth.com/holistic-financial-planning

A major liquidity event changes estate dynamics immediately. Asset mix, valuation, and tax exposure require reassessment...
06/02/2026

A major liquidity event changes estate dynamics immediately. Asset mix, valuation, and tax exposure require reassessment. Proactive adjustments reduce downstream complexity for heirs and trustees.

Align estate planning with upcoming liquidity events:

Say hello to Bryan Monks, CFP®! 👋Bryan is part of our Wealth Management team and brings a strong background both in his ...
05/29/2026

Say hello to Bryan Monks, CFP®! 👋

Bryan is part of our Wealth Management team and brings a strong background both in his work and outside the office. He’s been playing rugby since high school (!) and still keeps up with the sport, and when he’s not working, he enjoys golfing and spending time with his 9-month-old son and mini goldendoodle.

Happy to have him here with us! If you know Bryan (or even if you don't 🫶), give him a shoutout in the comments. He deserves it!

05/26/2026

Meet Kamryn Hardy, CPA intern at MRM! 👋 We asked her a couple of quick questions about why she chose MRM and how her internship experience has been so far.

We know her future is bright as she finishes her Master’s in Accounting and works toward her CPA goals! Listen in and give her a shoutout in the comments for being awesome.

Today, we remember and honor those who made the ultimate sacrifice in service to our country. Their legacy continues to ...
05/25/2026

Today, we remember and honor those who made the ultimate sacrifice in service to our country. Their legacy continues to shape the freedoms we live with every day.

05/22/2026

We love this guy! 👏 Dennis “Denny” McLaughlin is part of our CAS team, and we asked him a couple quick questions about his time with the firm and what advice he’d give to someone new joining the team.

Listen in, and if you know Denny, give him a shoutout in the comments!

05/21/2026

We had a little too much fun with this 😂 Which one was your favorite? Tag them in the comments!

MRM has officially earned ClearlyRated’s 2025 Best of Accounting®️ award for client satisfaction! 🙌 This places us in th...
05/18/2026

MRM has officially earned ClearlyRated’s 2025 Best of Accounting®️ award for client satisfaction! 🙌 This places us in the top 2% of accounting firms nationwide, based entirely on verified client feedback.

Thank you to our clients for trusting us to help protect what you’ve built and for taking the time to share your experience with us!

05/13/2026

This is one of the most common and costly mistakes we see with equity compensation.

Neal Patel, Wealth Manager at MRM Private Wealth, walks through how RSUs can get reported incorrectly and lead to paying tax twice on the same income.

It’s a small detail, but one that can have a meaningful impact if it’s missed.

We’re honored to be recognized as a Best Place for Working Parents! 👏Creating a place where people can do great work and...
05/08/2026

We’re honored to be recognized as a Best Place for Working Parents! 👏

Creating a place where people can do great work and still show up fully outside of it matters here, and it always will. We're grateful for our team and their families as well!

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3001 Dallas Pkwy, Ste 750
Frisco, TX
75034

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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