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Meridian Advisor

Get the foundation right.

Clarity, compliance and strategy — year round. Business and personal returns prepared together, so the two agree.

Who this is for

Owner-run businesses anywhere in the United States — partnerships, S corporations, C corporations, single-member LLCs — and the people who own them. Federal returns nationwide, state returns wherever you file, and multi-state apportionment where it applies.

01

Business tax preparation

Entity returns, quarterly estimates, reasonable-compensation analysis for S corporations, depreciation and fixed assets, multi-state apportionment.

02

Individual tax preparation

Personal returns prepared with the business return in front of us: K-1 income, self-employment tax, rental property, equity compensation.

03

Tax planning

Entity structure, timing of income and deductions, retirement plan selection, equipment purchases, owner compensation — decided before year end.

04

Tax resolution and notices

IRS and Georgia Department of Revenue correspondence answered, prior-year returns brought current, penalty abatement where the facts support it, and installment agreements negotiated with the numbers documented.

05

Year-round advisory

A named contact in June, not only in March. Notices, entity changes, hiring and equipment decisions arrive on their own schedule.

How an engagement runs

Fit check

A short call to establish scope, entity types, states and deadlines. Free.

Scope and quote

Written scope, fixed fee, engagement letter. No work starts before you sign it.

Upload and prepare

Documents through the encrypted portal, never email. A dynamic checklist shows what is outstanding.

Review and file

Draft reviewed with you before filing, then e-filed with confirmations stored in your portal.

Questions

Tax FAQ

Do you prepare both the business return and my personal return?

Yes, and we prefer to. Distributions, reasonable compensation, basis and K-1 timing get decided in the gap between the two. Preparing both means the decision is made once.

When is it too late to plan?

Most positions close on 31 December. A conversation in February is preparation. A conversation in September is planning.

Can you handle a notice I have already ignored for a while?

Yes. Prior-year returns can be brought current and installment agreements negotiated. The sooner it is addressed the fewer the penalties, but a late start is not a dead end.