About Us

Mariner Consulting: Distinctive tax advisory services, providing holistic advce to clients

Built on years of tax consulting experience.

Given today’s rapidly changing tax environment, it’s more important than ever to partner with an experienced tax advisor. You need someone who remains up to date with the latest regulatory issues. You need someone who can apply a thorough understanding of recent regulatory changes to ensure your tax strategy is efficient and effective. Most importantly, you need someone who understands that tax planning is just one aspect of your overall financial health – that your tax strategy must work in conjunction with your overall wealth and estate plan in order to help you achieve your personal financial goals, both today and into the future.

We understand the unique challenges you face. We help you develop efficient tax planning strategies as part of your comprehensive wealth plan. Our team’s experienced tax professionals are well-versed in the complexities surrounding tax planning for a wide range of clients, including:

  • High-net-worth individuals
  • Families
  • Entrepreneurs
  • Privately held companies
  • Professionals

We provide proactive, creative tax consulting, compliance and year-round tax planning for clients. The team’s approach is to identify and analyze a client’s tax-savings opportunities by assisting with tax resolutions and the development of tax savings strategies tailored to the specific goals of each individual or family group. 

We work with other professionals such as attorneys and investment advisors in assisting in wealth preservation through planned gifting, trust creation, private foundation creation and other unique vehicles tailored to meet the needs of the individual and family.

Mariner Consulting is:

  • Dedicated to providing proactive, creative tax analysis and year-round tax planning for a wide range of clients
  • Comprised of a team of experienced tax professionals, with decades of experience helping clients
  • Backed by the national resources and support of Mariner Wealth Advisors

Meet The Consulting Team

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