From tax preparation to financial planning, our certified team of accountants and advisors help individuals and small businesses achieve their financial goals with confidence.
Comprehensive financial services tailored to meet your personal and business needs
Individual and business tax returns prepared accurately and filed on time. We maximize your deductions while keeping you fully compliant.
Monthly and quarterly bookkeeping services to keep your financials organized and ready for tax season or investor review.
Retirement planning, investment strategy, and wealth management services designed around your long-term financial goals.
Strategic business consulting including entity formation, cash flow analysis, and growth planning for small and mid-size businesses.
Professional representation during IRS audits, notices and disputes. We handle the IRS so you don't have to.
Full-service payroll processing including tax filings, direct deposit, and employee records management for your team.
Founded in 2006, Meridian Financial Solutions has been serving the financial needs of individuals, families and small businesses across the region. Our team of Certified Public Accountants and financial advisors bring decades of combined experience to every client relationship.
We believe that everyone deserves access to professional financial guidance — not just large corporations. That's why we offer flexible service packages designed to fit every budget and every stage of life.
Don't just take our word for it — hear from the people we've helped
"Meridian has been handling our business taxes for 6 years. They saved us over $18,000 last year alone through deductions we didn't even know we qualified for."
"I was terrified when I got an IRS audit notice. Meridian handled everything — I never had to speak to the IRS once. They resolved it in 3 weeks with zero penalties."
"Switched from doing our own books to using Meridian. Best decision we made. Our financials are always clean and we actually understand our numbers now."
Ready to take control of your finances? Schedule a free 30-minute consultation with one of our advisors today.