File through your own institution. Like a family firm would.
Wealthy families don’t gather receipts in April. Their firm has watched every dollar all year, so filing is a signature, not a season. Merger Tax is being built the same way: your desk already holds the whole year, and when it ships, members will file their personal returns directly through it.
The year does the paperwork. April just signs it.
The unfair advantage
Your tax season already lives in your ledger.
Every other tax product meets you in February and asks you to reconstruct a year from memory. Your desk never has to ask. It was there for all of it: every paycheck, every donation, every account, in both names.
- Categorized all year. The ledger sorts as money moves, so December looks like a finished draft, not a starting line.
- Documents caught on arrival. W-2s, 1099s, and statements get collected into one vault the day they land.
- One return, two names. Built household-first, so nobody is forwarding PDFs to anybody at 11 PM on April 14th.
The family-firm standard
What the wealthy call “our firm handles it.”
The firm already knows
No intake forms, no interviews about your own life. The desk watched the year happen and shows up prepared.
Filed from the desk
Personal returns prepared and filed directly through Merger, in the same place the rest of your money already lives.
Nothing left on the table
A ledger that saw every donation, credit, and deduction has a long memory. April stops being a guessing game.
The spec sheet · Built in the open
On the drafting table right now.
Merger Tax is in active engineering and not yet available. Here’s where the work stands, honestly.
Merger Tax is in development and not yet available. Nothing here is tax advice.
Members walk in first
Never assemble a shoebox again.
Join now, let the ledger quietly do this year’s paperwork, and when the Tax wing opens, your household walks in with the return already half written.