CPA Relationships
Delivering Exponential Benefit To Your Clients Through Deductions And Credits That Increase Their Bottom Line
We Know Your Clients’ Business Goals Are Your Top Priority
As Trusted Advisors, you know your clients’ pain points and work hard to find solutions. However, with dynamic tax policy changes and an increasing demand for tax strategy and big picture planning, it is essential to think outside the box to deliver more and more.
Let us help you:
- Apply cost segregation to accelerate losses and improve current cash flow
- Maximize research and development credit for newly organized technology companies
- Capture tax incentives based on clients’ energy efficiency related efforts
- Implement strategies for clients to get more value out of past real estate projects
- Identify overlooked Employee Retention Credits opportunities
- Review current or prior year capital expenditures of retirement dispositions or repair deductions
Serving CPA Firms And Their Clients For 32 Years
As a trusted resource to hundreds of CPAs nationwide, the strength of our firm is grounded in decades of specialty tax experience in real estate, tax law, fixed asset accounting, sustainability, and construction.
We Uncover Opportunities Designed To Deliver:
- Transparent tax planning strategies in full compliance with current legislation
- Confidence in a substantiated, easily defended methodology
- The tools you need to help your clients navigate economic and business uncertainties while maximizing cash flow
We Maintain High Standards At Every Level Of Engagement
How It Works?
Time saving
Under your direction and approval, we evaluate tax planning opportunities for your clients.
Diligent work
Our partnership can comprise educating clients or collecting required documents.
Verification
We present results to you for feedback and direction prior to sharing anything with your client.
Exhaustive Overview
We provide complete documentation of our conclusions and support our findings – our work is ticked and tied.
Process Is Important to Client Retention.
We handle the nitty gritty while you grow your client’s business and in turn your firm’s profits.
Benefits
The Result: A Progression Where Everyone Wins
Investors
- Receive optimal value
- Benefit from increased profits
- Reduced vulnerability under audit
Accounting Firm
- Retain clients, gain new businessoptimal value
- Spend more time helping clients with planning and strategy
- Third party objective opinion backed by successful audit track record
We serve as your Trusted Ally so
you can present the bottom line
and deliver more wins.
Get Started
Your strategic alliance with Meridian will ensure an added benefit to all your clients allowing the opportunity to find additional deductions, and credits that increase your tax payers bottom line.
- 312-697-7187