Comprehensive services. Trusted expertise.
Accounting & bookkeeping
We work directly and efficiently with your internal and/or external controller, bookkeeper and accounting staff to proactively analyze your financial information as well as assist with resolving any accounting and bookkeeping issues as they arise. In doing so, your business will have the right tools for internal management use and to enable forward-looking tax strategies.
Real estate tax support
Every year we prepare hundreds of tax returns for real estate partnerships of all sizes. We have extensive expertise and can help you plan for real estate transactions and activities with in-depth knowledge of tax planning opportunities, including everything from cost segregation studies to super-charge your depreciation deductions to Opportunity Zone tax incentives to tenant-in-common and more.
Business consulting
We offer professional and objective financial, accounting and tax advice based on decades of helping businesses with issues like yours. We can help you make logical decisions and avoid pitfalls, whether you’re in the start-up phase or decades in, looking to take your business to the next level.
Business entity selection
Whether you’re creating a business or your business is changing, we’re here to help you select the right entity for your specific needs. Whether it’s an S-corp or a general partnership or an LLC, we can help you weigh all the possibilities and potential adverse consequences to make sure you select wisely.
Tax planning & preparation
Planning for taxes can be a stressful and complicated endeavor for many people. But with proper guidance and by taking forward-looking, proactive action, it can instead be a tremendous source of opportunities to both save taxes enhance your business and grow your after-tax wealth.
Estate & trust
The best time to plan your estate is now. We help clients plan and implement strategies to safeguard protecting their assets and assuring the proper transfer of assets to their intended beneficiaries. We work closely with our clients and their estate attorney to accomplish these goals.
Audit, review & compilation services
When our clients need CPA issued financial statements to comply with lender or investor requirements, we are here to help. Meridian Advisors partners with Platform CPAs to support clients with Audit and Assurance work