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.

Last week, we gathered in the conference room to make some highly calculated decisions. 🏈Picks have been made, pizza was...
09/01/2026

Last week, we gathered in the conference room to make some highly calculated decisions. 🏈

Picks have been made, pizza was eaten, and another season of *kind of* friendly office competition is officially underway! (we're competitive, what can we say)

Most people with complex financial lives share the same frustration.They know they should be doing more with their tax s...
08/28/2026

Most people with complex financial lives share the same frustration.

They know they should be doing more with their tax strategy, but they cannot pinpoint where the gaps are. Here are four common places where value gets lost:

At some point, we're going to have to stop letting Darrell play. 😂He's officially the three-time defending champion of t...
08/26/2026

At some point, we're going to have to stop letting Darrell play. 😂

He's officially the three-time defending champion of the MRM fantasy football league (!!), and with draft season here, the rest of the office has one job.

Do not let him make it four.

Tax planning. Wealth management. Advisory services. And whatever this is. 😆
08/21/2026

Tax planning. Wealth management. Advisory services. And whatever this is. 😆

It’s Hawaiian Shirt Day at MRM, and while Travis’s choice might not pass at a luau, we’ll allow it. Creativity counts ar...
08/18/2026

It’s Hawaiian Shirt Day at MRM, and while Travis’s choice might not pass at a luau, we’ll allow it. Creativity counts around here. 😂

Smart decisions start with a strategy that sees the big picture.Our Integrated Family Office model brings your tax, inve...
08/18/2026

Smart decisions start with a strategy that sees the big picture.

Our Integrated Family Office model brings your tax, investment, risk, and legacy planning together under one cohesive strategy designed to protect and grow what matters most.

Four areas of planning. One integrated strategy.

Let's build a strategy that works as one. Learn more at https://bit.ly/3RshBVi

Scenario: Business X had a strong year, income was ahead of projections, and a few major financial decisions had already...
08/13/2026

Scenario: Business X had a strong year, income was ahead of projections, and a few major financial decisions had already been made along the way.

Problem: The strategy built earlier in the year wasn't revisited as things changed.

That happens a lot more than people realize.

A plan can look great in January and still quietly drift out of alignment by summer if nobody is actively adjusting for what’s happening in real time. Income changes. Gains happen. Cash flow shifts. Trust distributions hit differently than expected. Meanwhile, the original projections are still sitting there untouched.

Those small disconnects tend to compound as the year moves on, which is why these conversations matter now instead of December when most of the flexibility is already gone.

If your year looks different than the plan you started with, now is the time to talk with our team: https://bit.ly/4x2vOY1

08/11/2026

For many business owners, tax, assurance, banking, wealth management, and succession planning are handled by different professionals who don't always communicate with one another.

That disconnect can create gaps as the business grows, wealth accumulates, and ownership begins to transition.

In this video, MRM Tax Partner Robert McBride explains how our Integrated Family Office brings these conversations together:

We're excited to share that MRM has been recognized with ClearlyRated's 2026 Best of Accounting® Award for creating an e...
08/06/2026

We're excited to share that MRM has been recognized with ClearlyRated's 2026 Best of Accounting® Award for creating an exceptional employee experience! 🎉

This recognition is based entirely on feedback from our team, making it especially meaningful. Thank you to every member of MRM for helping build a workplace where people are supported, challenged, and empowered to do their best work.

08/04/2026

Complexity doesn't stay static. At $10M plus, there are more moving parts, more tax exposure, more decisions, and more unrealized capital gains that require active strategies.

Hear from Kip Haines and Neal Patel, Partners & Private Wealth Advisors at MRM, as they discuss why proactive tax and wealth planning becomes essential as complexity grows:

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Frisco, TX
75034

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