Taylor Proactive Team – Merrill J. Taylor, CPA

Taylor Proactive Team - Merrill J. Taylor, CPA is an accountant in Sandy, UT. The firm focuses on high‑income earners and business owners, offering advanced, proactive tax strategies that go beyond the typical seasonal filing approach. Services include custom tax plans, quarterly reviews, and specialized deductions such as income shifting for children, home‑office and Augusta Rule benefits, and accelerated depreciation options. The practice serves clients throughout the Sandy area and has earned a perfect 5.00 rating from 98 reviewers.

The team’s approach is built on two tiers of strategy. Foundational Powerhouse Strategies establish essential tax‑efficiency measures, including core deductions, income‑shifting techniques, and vehicle depreciation. Cash‑Positive Advanced Tax Planning Strategies target higher‑level opportunities like solar energy credits, mobile‑asset bonus depreciation, sophisticated financial structuring, and charitable‑impact donations. Each plan is tailored to the client’s income and structure, with ongoing adjustments to maximize savings.

Located on S State St, the office sits just off State Street and is a short walk from the Jordan & Salt Lake City Canal, about a tenth of a mile away. It is also near the Spring Hollow neighborhood (0.2 mi), the East Jordan Canal (0.3 mi), and the Veterans Memorial Highway (0.4 mi). The UPS Store, serving as a post office, is likewise within four‑tenths of a mile.

Taylor Proactive Team enjoys a strong local reputation reflected in consistently high customer ratings and a steady record of repeat and referred customers. These strengths underscore the firm’s reliability and the trust it has built among Sandy’s high‑earning community.

By combining deep tax expertise with a proven track record of client satisfaction, Taylor Proactive Team stands out as a leading accountant for affluent individuals and businesses in Sandy.