Industry Experts Rely On Our Experts.

With thousands of successful audits spanning several decades, 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

Everything comes back to the golden rule.

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

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.

Sharon Jones Chief Financial Officer, 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 CPA’s during the process.

Bruce Mills CFO, FBF Asset Management, Beverage Distribution

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 property to accelerated life and increased depreciation by 78% in Year 1. We will continue to use Meridian to capitalize on tax opportunities for existing and future projects. Good job!

Raymour Flanigan Chief Financial Officer

I was extremely impressed with the quality of 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 Real 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.

Rahul J. New Client Daycare and Swim School

Meridian is outstanding. They were quick in responding, scheduling a call to explain services very promptly, and then developed a solid proposal at competitive pricing. Highly recommended!!!

Belinda Krause RCA, Executive Director Realtors Commercial Alliance

On behalf of the Realtors® Commercial Alliance, I would like to thank you for speaking at our Breakfast meeting. It is always a pleasure to be able to present to our members, quality speakers like you and information on topics, such as cost segregation analysis, which are essential to this industry. We had 46 people attend today’s program and I heard nothing but positive feed back from the RCA Members and guests. Again, thank you for taking the time to provide everyone with the benefit of your knowledge. We hope that you will agree to speak for our group again in the future.

J Michael Hadley CFO, 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 a dynamic industry. Meridian provided an objective third party opinion allowing us to use the study for both book and tax purpose. As a 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.

David Allen CPA, Tax Partner

I attended one of Meridian’s seminars and found it to be educational, informative and practical. This course is indispensable to any trusted advisor or CPA who is interested in furthering their knowledge on the importance of involving engineers in the preparation of cost segregation studies. Meridian’s seminars explain the latest industry developments and integration of many, often overlooked opportunities in a clear, concise format.

Larry Goetz Real Estate Investor, Retail Shopping Centers

When my accountant recommended that I do a cost segregation study I didn’t even know what he meant. He introduced me to Michele Pasquale who did a great job of educating me about the process and the cost but most importantly the benefits. The detail and amount of depreciable components identified for acceleration through the cost segregation process is nothing short of stunning. In my case we had done a 1031 exchange, which already diminishes the cost basis of your property so in those cases Cost Segregation is even more important. I wouldn’t hesitate to give Michele and her team the assignment of any other properties I acquire. Great Job Michele.

Daniel Giamartino Controller, Tully’s Good Times Restaurants

The cost segregation studies Meridian performed on our restaurants allowed us to defer a significant amount of taxes, freeing up a tremendous amount of cash flow, which we were able to use to expand our operations. Meridian was instrumental in helping us achieve our financial goals and our CPA firm was extremely satisfied with the quality and comprehensive documentation found in the study.

Bob Klinetop CPA, Partner

It is important that our firm stays current on the latest real estate strategies that impact our clients’ bottom-line. As a result of a Meridian seminar, our firm has been recommending Meridian studies to our client. Their seminars explain the latest industry developments including the integration of many opportunities in a clear, concise format."

Bruce C. Rapp President, Automotive Dealerships

I am writing to express what a pleasure it was to work with Meridian on two projects this past year. Your competent and experienced staff was able to identify significant tax savings for us. They are documented in comprehensive reports that our CPA is confident are more than sufficient to satisfy IRS scrutiny. I also appreciate your continuing work in conjunction with our CPAs to identify additional opportunities. Based on my experience I most confidently recommend the services of your firm to others.

Steve Cameron COO, Stonegate Bank

We at Stonegate Bank heard about cost segregation quite by accident at an open house event. We were interested but skeptical. After performing our research, we found out there were several firms that provided cost segregation analyses including our own CPA firm. We chose Meridian. Their knowledge and professionalism was very impressive to us. Our belief that Meridian is a leader in their field was confirmed. I can say without reservation that we made the right decision for Stonegate. We have now completed a number of projects with them and will definitely work with them again.

Adam Panek CPA, Partner

Meridian Financial Solutions presented to the partners and associates at our firm and we were so impressed with their engineer’s professionalism and qualifications as a subject matter expert that as chair of the Syracuse Chapter of the New York State Society of CPAs, I invited them to present to our members at the Annual Conference. The attendees found the subject matter to be timely, educational, informative and practical. This course is indispensable to any CPA who is interested in furthering their knowledge on the importance of involving engineers in the preparation of cost segregation studies and a great tool to any CPA who is interested in retaining clients and gaining new ones.

Dermody, Burke & Brown CPA, Partner

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.