MERIDIAN FINANCIAL SOLUTIONS, LLC
JUPITER, FLORIDA

Meridian Financial Solutions, LLC is a Florida-based company that provides specialized engineering-focused tax services designed to enhance client cash flow, reduce tax liabilities, and maximize return on investment. Established in October 2006 with headquarters located at 340 South US Highway One, Jupiter, FL, Meridian has developed a strong reputation for cultivating long-term relationships with CPAs and the internal financial teams of serviced companies. Central to Meridian's mission is its philosophy of integrating and transforming specialized knowledge to educate and complement client operations. This approach facilitates progress through which all parties benefit, characterized by immediate tax savings and establishing robust foundations for future tax planning opportunities. By efficiently allocating company resources, Meridian achieves comprehensive benefits across the board: investors see increased profits, executive teams enjoy more efficient accounting processes without excessive resource consumption, and internal financial teams are better equipped to identify emerging tax planning opportunities. Meridian's success is underscored by its reliable track record of independent third-party opinions that have consistently withstood IRS audits. The company works directly with clients and through alignment with their accounting firms, customizing solutions informed by a deep understanding of each client’s current strategy. This personalized approach not only helps clients navigate immediate challenges but also empowers them to capture future benefits as opportunities arise. Meridian continues to offer long-term value beyond initial engagements by keeping clients informed about new and overlooked market opportunities, resulting in significant repeat business. The company prides itself on delivering the highest quality service at competitive prices through experienced engineers and a team uniquely positioned to provide unparalleled client-focused solutions across varied project types and sizes. In addition to its core services, Meridian actively participates in seminars and presentations aimed at educating CPA professionals, CFOs, and business owners about niche services, dispelling misconceptions along the way. The company's structure is built to integrate diverse synergistic services under one management system to serve client needs efficiently. With a status listed as Florida Models Dot Org's Florida Company Status and recorded in Palm Beach County, Meridian Financial Solutions remains at the forefront of its industry by ensuring comprehensive documentation for all findings which support maximum tax benefits legally allowable while minimizing audit risks. As of February 1, 2024, Meridian continues its commitment to excellence under the leadership of Manager Michele Pasquale.