Services Offered
Tax Preparation & Planning
Comprehensive tax services for individuals and businesses, including complex returns and strategic planning to maximize savings.
Business Accounting
Full-service accounting support, from bookkeeping to financial reporting, tailored to help companies thrive and make informed decisions.
Financial Advisory
Personalized financial advice and planning, including cost-saving measures, loan assistance (e.g., PPP), and long-term strategy.
Secure Client Portal
Safe, private online portal for exchanging sensitive documents and communications with our team.
Remote Accounting Services
Expert support for clients nationwide, with seamless virtual consultations and document handling.
Reviews
5(5 reviews)
Rating Distribution
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The M’s
via Google
11 months ago
Rachel spent a considerable amount of time with us, and was extremely professional and knowledgeable during the initial outreach process. I really thought I'd get an answering service or just a "phone person" but not at all. We were talking to someone who really knew the business inside and out. It was truly remarkable.
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Ryan Hayesvia Google
about 5 years ago
Meredith CPAs are a wonderful group of people. They are all very professional and caring in their interaction with our company. Karen and her team feel like family. They are focused on helping me make informed decisions that are in the best interest of my company and family. I would recommend them to anyone!
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Colleen LaHaisevia Google
over 5 years ago
This year has been a difficult year. My dedicated Tax Manager has been a great support. She is very quick to respond to my requests/questions and always willing to jump on a call to further explain things or discuss options. If she does not know the answer, she will find out and does so quickly. She played an instrumental role in Think Up receiving the PPP loan. If it were not for her, I would not have been as prepared – she helped guide me through the process (what would be needed for the loan, simple template for calculation, etc.). She has also been a sounding board for various cost-saving measures/ideas that will not impact loan forgiveness. I have always felt very supported by MeredithCPAs – the partnership over the past years has been incredible. As I said, this year has been difficult and the entire team at MeredithCPAs has displayed genuine interest (and concern) in my company's overall success.
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Pouyan Pourbeikvia Google
over 5 years ago
I've been working with Meredith CPAs for many years now. They are truly exceptional. All of the Meredith staff, with whom I have had the pleasure and privilege of working with, have always been exceptionally courteous, truly knowledgeable and tremendously helpful in serving all my accounting needs. Also, needless-to-say, I am also truly grateful to Karen, the owner, for she too has always given me tremendous advice and ensured that all my accounting needs are met by the staff at Meredith. A truly exceptional CPA firm, which I highly recommend to anyone.
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Angela Shawvervia Google
about 7 years ago
My husband and I have used Meredith CPA's for several years now and wouldn't trust anyone else to do our taxes. My husband's tax situation is unique so we need people that know how handle all different types of returns. The staff is extrememly on point with communication & thoroughness. Privacy is important to them using their own secure portal to send sensitive information through. We also do not live in Dallas, so they are able to take care of people from all over. I've dealt with Monique, Krystal & the owner herself and they all strive to do the best job for you and keep as much money in your pocket as possible.
