Merge Tax
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
0 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Merge Tax | home page | |
| Website | https://mergetax.com/ | home page | |
| Office locality | Bayonne, NJ | home page | |
| Phone | +12015749490 | home page | |
| Offers bookkeeping | Documented: ...Consulting - Merge Tax Have peace of mind with tax help Tax Preparation, Accounting, Bookkeeping, State Tax Resolution, Tax Strategy, Fractional CFO, and Business Services Client... | home page | |
| Monthly bookkeeping | Documented: ...Payroll Reporting, books setup, support and training, Business startup services, Monthly bookkeeping, Financial statements - making sure your financial records are timely and... | home page | 8 pts (max 8) |
| Payroll coordination | Documented: ...for all types of businesses and individuals, IRS and State Audit Representation, Payroll Reporting, books setup, support and training, Business startup services, Monthly... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...books setup, support and training, Business startup services, Monthly bookkeeping, Financial statements - making sure your financial records are timely and accurate. Our continual... | home page | 6 pts (max 6) |
| Reporting cadence stated | Documented: ...Human Resources 1099 Preparation and Filing W-9 Preparation Accounting and Bookkeeping Monthly Financial Statements Bank Reconciliation Monthly Closings Account Payable and... | /our-services-information | 4 pts (max 4) |
| Communication channel / process | Documented: ...Bookkeeping, State Tax Resolution, Tax Strategy, Fractional CFO, and Business Services Client Portal Where is My Refund? Appointment Pay Here GET TAX RELIEF IF YOU OWE MORE THAN... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Named contact / team (0 pts, max 3).
- Not verified. Searched New Jersey Division of Consumer Affairs bulk licence roster (Accountancy firm registrations) for CPA firm records named 'Merge Tax' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Merge Tax's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.