Certified Public Accountants · Est. 2008

The accounting firm that
actually reduces your taxes

Meridian CPA Group combines proactive tax strategy with the operational depth of a CFO-level partner — so your business pays less, grows faster, and never gets surprised at year-end.

Schedule Free ConsultationOur Services
$4.2M
Taxes saved last year
340+
Business clients
16yr
In practice
Tax Strategy
Average client saves $18,400/yr in taxes
Through proactive planning, entity structuring, and legal deduction strategies most accountants miss.
Bookkeeping
Clean books delivered by the 5th of every month
Real-time P&L, cash flow tracking, and monthly review calls — no surprises, no scrambling at year-end.
Business Advisory
CFO-level guidance without the CFO salary
Budgeting, forecasting, financing prep, and strategic decisions backed by financial data that actually makes sense.
What We Do

Accounting that works
as hard as you do

We don't just file returns. We build tax strategies, keep your books clean, and show up as a real partner in your business decisions throughout the year.

📊

Tax Preparation & Planning

Individual, business, S-corp, partnership. We file everything — and more importantly, we plan ahead so April is never painful.

📚

Bookkeeping & Reconciliation

Monthly close, bank reconciliation, categorization, and chart of accounts maintenance. QuickBooks and Xero certified.

💼

Payroll Services

Full-service payroll for 1–500 employees. Direct deposit, tax filings, W-2s/1099s, and workers' comp reporting handled completely.

🏢

Business Formation

LLC, S-corp, or C-corp — we advise on structure, handle the formation, and set you up to minimize self-employment taxes from day one.

📈

CFO Advisory Services

Monthly financial reviews, cash flow modeling, KPI dashboards, and strategic input for growing companies that need more than a bookkeeper.

🔍

IRS Representation

Facing an audit or IRS notice? We handle all communication and negotiate on your behalf — you don't have to talk to anyone at the IRS.

Why Meridian

We're not a tax-season firm

01
Proactive, not reactive
Most CPAs tell you what happened. We tell you what to do before it happens — quarterly check-ins, not just a call in March.
02
Dedicated accountant, always
No rotating staff, no handoffs. You have one accountant who knows your business and responds within one business day.
03
Flat-fee monthly pricing
No hourly billing anxiety. You know exactly what you pay. No surprise invoices when you ask a question or call us.
04
Deep small-business expertise
We only work with small and mid-sized businesses — no individual returns, no big-corp engagements. Your needs are all we do.
Our Team

CPAs who understand
your industry

Patricia Meridian, CPA
Managing Partner
16 years in small business accounting and tax strategy. Former Big Four auditor who left to serve entrepreneurs instead of corporations. Specializes in real estate, construction, and professional services.
CPA · MST (Master of Science in Taxation) · QuickBooks ProAdvisor
James Okafor, CPA, CVA
Tax & Advisory Partner
Business valuation, M&A advisory, and complex entity structures. James has guided clients through 23 business sales and helped dozens of founders minimize exit taxes.
CPA · CVA · 12 Years Practice · MBA Finance
Lisa Park, EA
Tax Resolution Specialist
Enrolled Agent with the IRS. Specializes in tax resolution, back-tax negotiation, offer in compromise, and payroll tax issues. Has resolved over $2.8M in IRS debt for clients.
Enrolled Agent · IRS Certified · 9 Years Practice
Client Results

What clients say about
working with us

"Switched from a national chain to Meridian and saved $24,000 on my S-corp taxes in the first year alone. They found strategies my previous CPA never mentioned in 8 years."
Robert T. — Construction
S-Corp Tax Strategy
"Patricia meets with me quarterly, knows my numbers cold, and genuinely helps me make decisions. I've never had a CPA who felt like a real business partner until now."
Diana K. — Marketing Agency
Full-Service Client · 4 Years
"IRS came after me for $87,000. Lisa handled everything — I didn't speak to a single IRS agent. Settled for $12,000. I literally don't know what I would have done without them."
Marcus W. — Restaurant Owner
IRS Tax Resolution
Get Started

Schedule your free
strategy consultation

A 30-minute call where we review your current tax situation, identify immediate opportunities, and tell you honestly whether we're the right fit.

Phone
(512) 555-0410
Office
300 W 6th St, Suite 2100 · Austin, TX 78701
Hours
Mon–Fri 8am–6pm · Extended hours Jan–Apr
Schedule Free Consultation →

No sales pressure. Just an honest conversation about your financial situation.