Every tax services firm will tell you they provide quality product, timely reporting, and great communication. At Meridian, those are just the basic elements of good business. Our focus from the day our firm launched has been on building relationships. Client service is the motivation behind all our actions to provide nothing less than exceptional value for our clients.
Our company name Meridian conjures images of early voyagers setting off into the unknown, guided by the prime meridian. It speaks to our internal moral compass providing a sense of direction for our business based on a desire to do good, and build mutually beneficial relationships.
Big Four experience dating back to the late 1980s.
Expert witness status in the tax courts in cost segregation
Leadership or supporting roles in several landmark court cases
It started with a single service - cost segregation. Over the years we attracted more considerable partners who share our philosophy. By focusing exclusively on value-added tax services that complement your traditional accounting team, we expanded our offerings.
Currently, we consist of over 300 years of combined experience in real estate, construction, sustainability, engineering, and tax law. Founded on the principle that it is best to do one thing really well, all our experts are singularly focused. With offices across the U.S., our team of tax specialists are considered the best in their respective industries.
Optimum Service Makes You Smarter and Provides You Oversight by Providing Real Time Value and Measurable Results
We enable clients to maximize tax deductions and credits to increase cash flow to expand the business, reduce debt, pay off capital expenditures, and increase earnings.
We empower clients to work smarter by serving as an ongoing resource throughout the life of the asset. We assist clients to integrate organizational tax strategies upfront and achieve optimal allocation of internal resources.
based on the time to complete the project. Works best when project scope is clear.
clarifies minimum and maximum fee. Ideal when the project scale is flexible based on our findings.
based on a percentage of identified benefits. Only available on some services.
We don’t always have an immediate solution, and sometimes the best course of action is to do nothing. You can count on us to make long-term recommendations appropriate for you –even if it means we lose the business.
We each bear responsibility for our words, actions, and results. We strive not to meet, but to exceed expectations.
Together, we are relentless in the pursuit of excellence to support each other and deliver the best quality products and services to our clients.
Collaboration for mutual benefit with our clients and internally is fundamental to delivering enduring performance through mutual growth.
We are honest and forthright throughout all our relationships. Building trust develops a superior company.
We are a dynamic organization that values and rewards ideas.
We foster a culture of flexibility with an emphasis on results and collaboration.
Our partnerships are primarily underpinned by mutual trust and fundamental values.
CPA
Real Estate Professional
Engineer
Trusted Advisor
Knowledge you can trust. Results you can measure.
Meridian Financial Solutions
27 N. Wacker Drive, Suite 427,
Chicago IL 60606
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