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🔒 CPA-Certified · IRS Enrolled Agent · 15+ Years in Practice · 300+ Clients

Your Finances. Handled.

From tax preparation to business accounting and financial planning — we take complexity off your plate.

Services

Tax Preparation & Planning
Bookkeeping & Payroll
Business Accounting
Financial Forecasting
IRS Representation
CFO Advisory (Fractional)

Who we serve

Small Business Owners
Freelancers & Self-Employed
High-Net-Worth Individuals

Why Meridian

Flat-fee pricing — no surprises
Year-round support, not just tax season
Secure client portal for documents
Response within 24 hours, guaranteed

Team

Lina Marquez
CPA · Tax Strategy
David Cho
EA · Small Business
Priya Shah
CFP · Wealth Planning

Free guides for business owners

LLC vs S-Corp: What's Right for You?
2026 Tax Deadlines Cheat Sheet
Small Business Deductions You're Missing

Testimonials

★★★★★

"They saved us $18,000 in taxes last year — money we put back into the business."

Rachel T., Owner
★★★★★

"Finally an accountant who explains everything in plain English."

Mike D., Freelancer
★★★★★

"Responsive, thorough, and genuinely invested in our success."

Sandra L., CEO

Book your free 30-minute consultation.