01
Relationships before transactions
We take on a small number of clients each year so we can know your full picture — your family, your business, your goals — and stay close to it as life changes.
About Marcher & Co.
A small firm, built for the long term.
We're a boutique CPA firm in Tennessee serving high-income individuals, high-net-worth families, and the business owners behind them. Our work is quiet, careful, and personal — the kind of partnership that gets better with time.
Our Story
Founded on a simple idea.
Marcher & Co. started after years inside larger firms, where good clients too often became line items on a spreadsheet — handed off, rushed through, and only heard from at deadlines.
We wanted something different: a practice small enough to know each client by name, and experienced enough to handle the complex returns, entity structures, and planning conversations that come with real wealth and real businesses.
Today we work with a deliberately limited roster of families and owners across Tennessee and the Southeast — most of whom have stayed with us for years.
How We Work
Four principles that shape every engagement.
02
Proactive, not reactive
Tax strategy belongs in spring and summer, not the week before a deadline. We plan ahead, run projections, and make sure April is a confirmation — never a surprise.
03
Plain language, always
No jargon. No hedging. We explain what we see, what we recommend, and why — in language you can take to your spouse, your partner, or your board.
04
Quiet expertise
Decades of combined experience in tax, advisory, and closely-held businesses — applied calmly, without theatrics, in service of your long-term outcomes.
Proactive Tax Strategy
The work that happens before April.
Most of the value we deliver isn't on the return — it's in the months before it. Multi-year projections. Entity decisions. Charitable timing. Equity events. Owner compensation. The conversations that quietly compound, year after year.
Annual tax projections so you never face a surprise balance due.
Strategy sessions ahead of major events — a sale, a hire, a move, a windfall.
Coordination with your attorney and wealth advisor, so the plan moves together.
A direct line to your CPA — not a portal, not a queue.
Begin the Conversation
Let's build a plan worth keeping.
Reach out for an unhurried introductory call. We'll listen first, and tell you honestly whether we're the right fit.