jeanmervilus.comjeanmervilus.comPrivate tax advisory for business owners
Work directly with Jean R. Mervilus, EA, to reduce avoidable tax exposure, resolve IRS problems, and make better entity and financial decisions throughout the year.
Applications are reviewed for fit. Not every engagement requires a membership.
The private-client standard
JMDesigned for complexity
The right client is not defined by income alone. Private advisory is for owners facing decisions where timing, structure, documentation, and execution materially affect the outcome.
Multiple entities, employees, investments, or expanding operations require coordination.
You are tired of discovering your tax bill after the opportunity to plan has passed.
Compensation, acquisitions, real estate, restructuring, succession, or an exit is on the table.
A notice, audit, balance, lien, or filing problem needs experienced representation.
Core expertise
Focused work for clients who need analysis, judgment, and an accountable plan.
Move from annual filing to proactive decisions built around your entities, cash flow, investments, and long-term goals.
Get professional representation when notices, unfiled returns, collections, or an audit require immediate attention.
Bring financial and tax perspective into the decisions that can materially change the value and direction of your business.
A selective process
You will not be pushed into a package before we understand the decision, urgency, and level of support required.
Tell us about your business, entities, tax concerns, and the decision in front of you.
We review the situation and determine whether private advisory, resolution, or a specialist company is the best fit.
Qualified clients receive a defined scope, priorities, responsibilities, and recommended engagement.
Private advisory
Annual engagements are tailored after assessment. Prices shown are starting points and final scope depends on complexity.
Strategic
$5,000 / year
For established owners who need a structured annual plan and scheduled strategic guidance.
Executive
$10,000 / year
For growing businesses requiring quarterly planning and closer coordination throughout the year.
Private Client
$15,000+ / year
For complex owners who need ongoing access, deeper analysis, and multi-entity coordination.
Tax return preparation, bookkeeping, payroll, and representation work are included only when stated in the engagement agreement.
Meet your advisor
An advisor who understands the tax code—and the realities of owning and operating a business.
Jean combines formal education in accounting, management, and management information systems with hands-on experience building and leading service companies. As an Enrolled Agent, he is federally authorized to represent taxpayers before the IRS.
Need execution—not private advisory?
Routine services are handled by the appropriate company within the Marvelous family.
Confidential application
Share a few details. We will review your situation and direct you to the right engagement or specialist.
By submitting you agree to be contacted about your request. Submissions do not create an advisor relationship.