Tax Planning
Year-round strategy — quarterly estimates, withholding checkups, and entity or timing decisions made before the deadline, not after.
Tax Planning & Preparation · Fort Worth, TX
Careful returns, filed with the same discipline we bring to your wealth.
Stewardship Tax Consultants handles tax planning, preparation, and filing for individuals and small businesses in Fort Worth — led by Merrit Mitchell, CPA. One firm, one point of contact, looking after the full picture of your finances.
Firm Profile
- Firm
- Stewardship Tax Consultants
- Led by
- Merrit Mitchell, CPA
- Based in
- Fort Worth, TX
- Focus
- Tax Planning & Filing
- Affiliate
- Stewardship Wealth Mgmt.
Fort Worth, Texas
Same skyline, same office — Stewardship Tax Consultants on River Run.
What we handle
Full service list →
01
02
Tax Preparation & Filing
Individual and small-business returns prepared, reviewed, and e-filed with the IRS and the State of Texas.
03
Coordinated with Your Advisor
We loop in your wealth advisor so your tax picture and your investment plan are read by the same team, not two firms that never talk.
Under One Roof
One Fort Worth office, two disciplines.
Stewardship Tax Consultants works out of the same River Run office as Stewardship Wealth Management, so your CPA and your advisor can compare notes down the hall — instead of across two firms that have never spoken.
Already have a financial advisor elsewhere? Keep them. Working with us for tax planning or preparation never requires moving your accounts to Stewardship Wealth Management, and we're glad to coordinate directly with whoever you already work with.
Stewardship Wealth Management is not a CPA firm, and its services are not regulated by the Texas State Board of Public Accountancy.
OfficeFort Worth
- Address
- 1701 River Run, Suite 904
Fort Worth, TX 76107 - Phone
- 682.499.5800
- merrit@mystwm.com
Led by a CPA who already knows your file
Meet Merrit →
Founder & Tax Director
Merrit Mitchell, CPA
Chief Financial Officer, Stewardship Wealth Management
Merrit Mitchell is a Texas-licensed CPA who built Stewardship Tax Consultants to bring the same discipline she applies as a CFO to individual and small-business returns — for the Fort Worth community at large, not just one firm's clients. Decisions get made with the whole picture in view, not just one form at a time.