MERIDIAN FINANCIAL SOLUTIONS, LLC
JUPITER, FLORIDA

About Meridian Financial Solutions Our Mission Meridian Financial Solutions, LLC was founded in 2006 with the central mission of developing long term relationships with CPAs and the internal financial team of the companies we service. Our Philosophy: Integration and Transformation of Specialized Knowledge Our services seek to educate and complement the client’s operations resulting in the development of a progression where everyone wins. Our clients appreciate our customer-centric approach and we have developed a track record of helping businesses reach new levels by maximizing efficiencies via immediate tax savings as well as providing a strong foundation that enables businesses to capitalize on long-term tax planning opportunities. Meridian’s unique approach results in the efficient allocation of company resources and company wide gains. Investors benefit from increased profits; the executive team experiences increased efficiency within their accounting team without draining capital, employee time or resources; the internal financial team now have the knowledge and data to identify tax planning opportunities as they arise; and the outside CPA or auditor has the assurance that they can rely on the Meridian team as an independent third party opinion that has a long-term track record of successfully defending its work under audit as an independent third party opinion that has a long-term track record of successfully defending its work under audit. We work directly with our clients and through alignment with their accounting firms. Our approach is tailored to the unique needs of each client – we strive first to understand what our client’s current strategy is and how it is working for them.  Once we have listened thoroughly and evaluated the clients’ current strategy, we educate the client by presenting them with potential solutions and the benefits, fees, and risks associated with the various solutions.  As a result of our approach the accounting team has the know-how and substantiation to identify and capture future benefits as opportunities arise. Meridians clients continue to receive long-term value long after our initial engagement is complete and we continue to serve and act as a resource by consistently keeping clients abreast of dynamic new opportunities that are frequently overlooked by their competitors. Our clients recognize the  combination of service, value and quality they receive, which results in a tremendous amount of repeat business.  The Meridian team brings together the ideal combination of experience and highly qualified engineers to provide extremely competitive pricing for projects of all types and sizes, while still providing the highest quality product and service in the industry.  Our company structure evolved out of a desire to service the growing needs of our clients. We found that there are a number of synergistic services for our clients that were not under the domain of a single, leading provider. Therefore, we realized that as our clients deserved the best, we needed to bring the best together and manage them with our important client relationships in a seamless manner. We also realized that there are a lot of misunderstandings about some of the niche services we represent and often we are needed to educate and dispel the myths for our clients. To this end we are actively engaged in seminars and presentations to CPA’s, CFO’s, and business owners. The entire Meridian team brings together the ideal combination of experience and highly qualified engineers to provide extremely competitive pricing for projects of all types and sizes, while still providing the highest quality product and service in the industry. Meridian Financial Solutions provides specialized engineering-based tax services that provide increased cash flow, reduced tax payments, and substantial return on investment. We work directly with our clients and through alignment with their accounting firms. We provide complete documentation of our conclusions and support our findings to the IRS at no additional cost – empowering accounting firms to help their clients achieve the maximum tax benefit allowed by law, while minimizing audit risk.