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

MRM CPAs and Wealth Advisors

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United States
Frisco, TX
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.

07/21/2026

Equity compensation creates a series of tax-sensitive decisions.

What is often missing is coordination across the full compensation picture. Deferred compensation elections, loss harvesting, multi-year income planning, and liquidity needs rarely get mapped together.

That is where clarity matters. One team coordinating your CPA, wealth advisor, and insurance specialist helps optimize the decisions that drive results before they become expensive to change.

👉 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 𝗮𝗰𝗿𝗼𝘀𝘀 𝗲𝘃𝗲𝗿𝘆 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻. 𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝘆𝗲𝗮𝗿-𝗿𝗼𝘂𝗻𝗱. 𝗙𝘂𝗹𝗹𝘆 𝗰𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗲𝗱 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀. 𝗦𝘁𝗿𝗼𝗻𝗴𝗲𝗿 𝗮𝗳𝘁𝗲𝗿-𝘁𝗮𝘅 𝗼𝘂𝘁𝗰𝗼𝗺𝗲𝘀 𝗼𝘃𝗲𝗿 𝘁𝗶𝗺𝗲.

You can map out a coordinated plan with our team: https://bit.ly/4w8DWWI

07/18/2026

Net gains only. ⚽🙌

A few members of the MRM team had the chance to catch the FIFA Club World Cup, and it was an amazing experience!

07/16/2026

A major exit can create the kind of wealth event most business owners have worked decades to reach.

It can also create one of the largest tax exposures of their lifetime.

Once that much money is in motion, every decision carries more weight.

We work with high-net-worth individuals and families whose financial lives require deeper tax strategy, coordinated advisors, and planning built around the full picture.

If you're planning a major exit, now is the time to start the conversation with our team.

07/09/2026

One of the things we love most about having interns at MRM is the chance to help develop people who are genuinely excited about this profession and eager to grow in it.

The accounting and wealth management world needs smart people who are willing to learn, ask questions, work hard, and keep building on what others before them have learned over the years. That matters to us, and it's a big reason we invest so much into our internship program.

We've loved having this group around the office, and it's been exciting watching them grow so quickly already.

One of our interns, Amy Coleman, recently shared a reflection on her experience this busy season, and honestly, it perfectly captures why we care so much about developing the next generation of professionals. https://lnkd.in/eE_BXNRv

07/04/2026

Today we're celebrating the values of independence, freedom, and opportunity. The same principles that drive so many of the businesses and individuals we’re proud to support. Happy Independence Day from all of us at MRM CPAs & Wealth Advisors.

07/01/2026

Red, white, blue and ready for the long weekend. 🇺🇸

The MRM team is getting into the Fourth of July spirit a little early!

06/29/2026

Fragmentation is one of the most overlooked risks in high-net-worth planning.

When advisors operate separately, decisions get made without full context, which leads to unnecessary tax exposure (and missed opportunities).

An integrated family office model aligns tax and wealth strategy early, so decisions are made with the full picture in mind.

If you’re not sure how connected your current plan is, it may be worth taking a closer look.

06/25/2026

Audit pressure doesn’t show up all at once... it builds over time, and the way the process is structured determines how it plays out.

Take a look through to see how our team approaches it and where that structure makes a difference.

06/22/2026

Kip Haines, Partner and Private Wealth Advisor at MRM, shares how one client uncovered overlapping portfolios, missed tax opportunities, and nearly $60K in potential annual tax savings once the full picture came into focus.

06/16/2026

Shenanigans with Denny and Mauricio... never a dull moment around here. 😆

Address

3001 Dallas Pkwy, Ste 750
Frisco, TX
75034

Opening Hours

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

Website

http://www.mrmcpas.com/

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