Industry Experts Rely On Our Experts.

With thousands of successful audits spanning severaldecades,our experience becomes your asset.

We Put More Money In Your Pocket.

Let us do the heavy lifting to maximize your tax saving and boost cash flow

The IRS Refers To Us
As The Authority.

Taxing authorities used are engineering methodology as the Standard for the Audit Technique Guide

We Are In A Business To Make Life Less Difficult For Our Clients

Taxing authorities used are engineering methodology as the Standard for the Audit Technique Guide

Knowledge you can trust. Results you can measure.

Who We Are

We are experts at identifying every benefit our clients are entitled to in full compliance with current legislation.

Most successful entrepreneurs, real estate investors, and CPAs know how to evaluate a deal to recognize its true value. Meridian’s core mission is to help our clients turn value into growth by uncovering frequently overlooked tax planning strategies to boost cash flow.

$980 Million

Annual Increased Cash Flow

35 Year

Track Record of Success

350 Years

of combined niche tax experience

Our team of licensed engineers, tax attorneys, accounting and construction professionals provides tenured experience in depreciation, valuation, research and development credits, and sustainability incentives.

Who we Serve

Meridian is a trusted resource to hundreds of CPAs nationwide.

Our Clients Include:

And everyone in between.

Services

Cost Segregation

Increase cash flow today by optimizing depreciation deductions on constructed, purchased, or improved real estate.

R&D Tax Credits

Business owners can gain cash back for developing new or improved products, software, and processes.

Energy

Increase cash flow today by optimizing depreciation deductions on constructed, purchased, or improved real estate.

Accounting Professionals

Add value to client relationships, build competitive advantage, and increase billings with our suite of complementary tax services.

We uncover opportunities designed to deliver:

We Maintain High Standards At Every Level Of Engagement

Proper tax planning creates future opportunities.

Work With Us And Experience the Meridian Advantage.

Step 1

Reduce the tax impact of your investments today.

Step 2

Retain more of your gains.

Step 3

Create greater tax efficiencies in future years.

Our Founding Values

3 Key Principles Of Our Win-Win Approach

Tax Planning Opportunities

Are You Paying Tax on Assets that Don't Exist?

Building owners who engage in demolitions and renovations without considering partial dispositions of assets are making an expensive mistake.

Uncover the hidden tax benefits in your real estate

Current property owners are entitled to go back and “catch up” on depreciation they could have deducted from the day the property was placed in service, without amending prior tax returns.

Picture the tax savings in your blueprints.

Construction tax planning extends beyond external tax solutions to improve the present value of post-tax cash flow to key stakeholders.

Hear what our clients are saying

Sharon Jones CFO, Stonegate Bank

We are confident that Meridian’s cost segregation study conclusions will stand up to IRS scrutiny. Their successful audit experience is unmatched in the industry and their in-depth knowledge of the subject matter proved invaluable. We were impressed with the professionalism extended not only to us but to our CPAs during the process.

Bruce Mills CFO, FBG Asset Management

I was aware that a cost segregation study would likely save us tax dollars since I had them done before. I was initially impressed with Michele Pasquale and the proposal she presented us with and felt that the entire Meridian Team provided us with a very detailed and well documented report. We received a good return for our investment and we are extremely excited about the opportunities that lie ahead.

Steve Lucas CFO, Hooper Construction

We were impressed with the team of Michelle, Eric, and Bob at Meridian Financial Solutions. There was exceptional follow-up and communication throughout the project and the final product was very professional.The detailed report was broken out by unit which allows us to dispose of any tenant improvements when the tenant vacates. We were able to re-classify 48% of the property to accelerated life and increased depreciation by 78% in Year One. We will continue to use Meridian to capitalize on tax opportunities for existing and future projects. Good job!

Burke & Brown Partner, CPA, Dermody

We met with Meridian and quickly grasped the opportunity available to our clients. Within a few months, we have several cost segregation studies underway for client properties. The results, which they document in a very comprehensive report, have been impressive. We will continue to use Meridian as a valuable resource to stay up to date on specialized tax planning opportunities for current and prospective clients

CFO, Raymour Flanigan Largest Furniture Retailer in Northeast, Client Since 2007

I was extremely impressed with the quality of the product and service I received from Meridian. The project engineer was extremely knowledgeable and helpful in educating our internal accounting and real estate development teams. We are incorporating some of their recommendations into our design/build process and accounting is paying more attention to tracking the fixed assets early on. They are true experts in the cost segregation business and we look forward to working with them on future studies!

Ralph Kier Estate Investor, CVS Drugstores

We were introduced to Meridian in conjunction with our 1031 exchange associate. Together the two qualified my replacement properties based on the tax basis and expected holding period and identified a triple net lease property that was suitable for maximization of tax benefits through cost segregation. Overall the team was very attentive and went above and beyond to track down the appropriate documentation for the study, they even located the original building plans by contacting and coordinating with the original architect who constructed the property. Additionally, they met with our CPA out of state and coordinated with him to ensure the tax basis of the study correlated to the CPA’s books. Not only was my return on investment for the study about 28: 1, but the final study provided my CPA with a complete audit trail and assurance that any questions from the IRS could be easily addressed by the engineering team in the event of an audit.

J Michael Hadley Bio-Fuels, Manufacturing and Food Distribution

Through its detailed review and analysis, Meridian’s engineering team identified an additional $43M or 30% of assets that it believes qualify for accelerated depreciation that otherwise may not have been identified or substantiated by a typical cost segregation firm that may not have the experience and qualifications that Meridian’s engineering team possesses. As a result, 93% of our project costs qualified for accelerated depreciation. The study also provided us with great fixed asset detail which will provide us with significant long-term value as we continue to improve, adjust, and expand our operations to adapt to new technologies and dynamic industries. Meridian provided an objective third party opinion allow in guesthouse the study for both book and tax purposes. Asa result of the complexity and scale of our project we benefited significantly from the integration of Meridian’s experienced engineering and specialized tax knowledge within our existing financial team, which resulted in increased value and efficiency that enabled us to secure the best use of our resources

Carl I. Austin Jr. CPA, Managing Partner, Bowers & Company CPAs

Meridian was responsive to questions throughout the process and was able to promptly meet our tax filing deadline. In addition, Meridian was flexible enough to make revisions to the initial report for additional costs submitted by the client, as well as project costs that were incurred over a second tax year. Our client was happy with the finished product and we will continue to recommend Meridian to our clients.