Meredith provides expert preparation and strategic planning across a full spectrum of federal and state tax filings, ensuring compliance while maximizing tax efficiency for every client.
Individual Tax Planning (Form 1040): Implementing year-round strategies for high-net-worth individuals to minimize liabilities and protect wealth through proactive planning.
Partnership Business Planning (Form 1065): Advising multi-member businesses on structural efficiency, income distribution strategies, and the tax implications of partnership agreements.
S-Corporation Strategy (Form 1120-S): Focusing on the intersection of business growth and owner compensation, including optimized payroll and distribution planning for maximum tax savings.
Corporate Tax & Growth (Form 1120): Developing comprehensive tax frameworks for C-Corporations that align with long-term business goals and capital reinvestment plans.
Non-Profit Strategic Oversight (Form 990): Helping tax-exempt organizations plan for sustainable growth while maintaining rigorous adherence to public disclosure and regulatory requirements.
Meredith understands that one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you’re an individual or a corporation, she can accommodate your needs. She works with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation and focused on mitigating your tax burden such as:
Our one-on-one tax return preparation service offers you peace of mind—knowing that your tax return is in capable hands. Meredith is diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. She is committed to minimizing your tax liabilities and maximizing your future opportunities while remaining in full compliance with IRS statutes.
Out prices start at $750 for individual tax returns and $1,500 for business tax returns.
We also specialize in:
Meredith provides professional Year-End Financial Statement Preparation designed to bridge the gap between your daily bookkeeping and a tax-ready professional filing. This service focuses on transforming client-provided financial data into accurate, adjusted statements that serve as the foundation for your annual tax returns.
By analyzing your internal records, Meredith ensures that all adjustments—including depreciation, accruals, and reclassifications—are correctly applied to meet both accounting standards and tax regulations.
Comprehensive Financial Review: A detailed analysis of your profit and loss statements and balance sheets to ensure all year-end data is captured accurately.
Tax-Basis Adjustments: Converting internal financial records into tax-basis statements to ensure seamless preparation of Forms 1040, 1065, 1120-S, 1120, and 990.
General Ledger Clean-up: Identifying and correcting entry errors or omissions in your provided financials to prevent audit triggers and ensure data integrity.
Strategic Reconciliation: Reconciling bank accounts, loans, and credit cards against your year-end statements to verify the accuracy of reported business income and expenses.
Business Insight: Providing a clear, high-level overview of your business’s financial health to assist in long-term planning and informed decision-making.
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