As Trusted Advisors, you know your clients’ pain points and work hard to find solutions. However, with dynamic tax policy changes and an increasing demand for tax strategy and big picture planning, it is essential to think outside the box to deliver more and more.
As a trusted resource to hundreds of CPAs nationwide, the strength of our firm is grounded in decades of specialty tax experience in real estate, tax law, fixed asset accounting, sustainability, and construction.
Under your direction and approval, we evaluate tax planning opportunities for your clients.
Our partnership can comprise educating clients or collecting required documents.
We present results to you for feedback and direction prior to sharing anything with your client.
We provide complete documentation of our conclusions and support our findings – our work is ticked and tied.
We handle the nitty gritty while you grow your client’s business and in turn your firm’s profits.
We serve as your Trusted Ally so you can present the bottom line and deliver more wins.
Connect with usYour strategic alliance with Meridian will ensure an added benefit to all your clients allowing the opportunity to find additional deductions, and credits that increase your tax payers bottom line.
312-697-7187
Knowledge you can trust. Results you can measure.
Meridian Financial Solutions
27 N. Wacker Drive, Suite 427,
Chicago IL 60606
Copyright 2019-2022, Meridian Financial Solutions, LLC. All Rights Reserved | Privacy Policy | Disclaimer