Meridian Enterprise Group LLC
Home
About Us
Services
  • Accounting/Bookkeeping
  • Administrative
  • Credit Restoration
  • Tax Preparation
Pricing
  • Accounting/Bookkeeping
  • Administrative
  • Credit Restoration
  • Tax Preparation
Resources
  • Testimonials
  • Privacy Policy
Contact
Meridian Enterprise Group LLC
Home
About Us
Services
  • Accounting/Bookkeeping
  • Administrative
  • Credit Restoration
  • Tax Preparation
Pricing
  • Accounting/Bookkeeping
  • Administrative
  • Credit Restoration
  • Tax Preparation
Resources
  • Testimonials
  • Privacy Policy
Contact
More
  • Home
  • About Us
  • Services
    • Accounting/Bookkeeping
    • Administrative
    • Credit Restoration
    • Tax Preparation
  • Pricing
    • Accounting/Bookkeeping
    • Administrative
    • Credit Restoration
    • Tax Preparation
  • Resources
    • Testimonials
    • Privacy Policy
  • Contact
  • Home
  • About Us
  • Services
    • Accounting/Bookkeeping
    • Administrative
    • Credit Restoration
    • Tax Preparation
  • Pricing
    • Accounting/Bookkeeping
    • Administrative
    • Credit Restoration
    • Tax Preparation
  • Resources
    • Testimonials
    • Privacy Policy
  • Contact

TAX PREPARATION

Meridian Enterprise Group provides high-quality tax preparation services comparable to those offered by top-tier CPA firms. Our mission is to deliver accurate, reliable tax solutions at pricing that remains accessible and transparent for our clients. For detailed information about our service packages and fees, please visit our Pricing Page.


Individual Tax Preparation

We prepare personal tax returns with precision and careful attention to detail, ensuring you claim every eligible deduction and credit. Whether your return is straightforward or involves more complex financial matters, we work diligently to ensure your taxes are filed accurately and on time.


Business Tax Preparation

We provide tax preparation services for small businesses, partnerships, and corporations, helping you maintain compliance while identifying strategic opportunities to optimize your tax position.


For businesses that are not current bookkeeping clients, we also offer bookkeeping services to ensure your financial records are accurate and up to date—making tax preparation more efficient and reducing the risk of costly errors.


Choosing the Right Tax Firm

Selecting a tax firm is an important decision. If you value experienced professionals who take the time to understand your unique situation, answer your questions thoroughly, and provide personalized attention, Meridian Enterprise Group is ready to serve you.


Client Needs Come First

When you work with us, your needs are our priority.


Our preparers do not work on commission and will never pressure you into purchasing unnecessary services or add-ons. Instead, our team collaborates to ensure you benefit from specialized knowledge tailored to your specific tax situation.


We are committed to transparent pricing with no hidden fees. For more details, please visit our Pricing Page.


Delivering timely, accurate tax returns while helping you legally minimize your tax liability is at the core of everything we do.

Preparing for Your Tax Appointment

Individual Tax Return Preparation

Depending on the complexity of your tax situation, gathering your documents may take only a few minutes or require additional time and organization. Proper preparation helps ensure your appointment is efficient and productive.


Important: Please submit your tax documents at least 2–3 days prior to your scheduled appointment.


This allows our team sufficient time to:

  • Review your documents
  • Complete preliminary data entry
  • Identify and request any missing information


For secure delivery options, please visit our Document Delivery Page.


Identification & Prior-Year Information

Please provide the following:

  • Valid photo ID (required by federal and state law)
  • Social Security cards for taxpayer, spouse, and all dependents (if we did not prepare your return last year)
  • A copy of your prior-year tax return (if we did not prepare it)


Income Documents

Please bring all applicable income statements:

  • W-2 (Wage Statements)
  • 1099-R (Pensions, IRAs, retirement income)
  • 1099-INT (Interest income)
  • 1099-DIV (Dividend income)
  • 1099-G (Unemployment or state tax refunds)
  • 1099-W2G (Gambling winnings)
  • 1099-B (Broker and barter transactions)
  • 1099-S (Sale of real estate)
  • 1099-K (Payment card and third-party network transactions)
  • Cryptocurrency trading reports (Excel or XML format preferred)


Health Insurance Information

  • Form 1095-A, 1095-B, or 1095-C
  • Medicare insurance payment statements (if applicable)


Deductible Expense Documents

  • Form 1098 (Mortgage interest)
  • Form 1098-T (Tuition payments)
  • Form 1098-E (Student loan interest)
  • Childcare records (Provider name, address, EIN/SSN, and total paid)
  • Charitable contribution receipts
  • (2025 returns only) Year-end paystub showing total overtime paid in 2025


Special Situations

Please bring additional documentation if any of the following apply:

  • New Maryland resident: Prior-year out-of-state tax return
  • Student or work visa holder: Passport and visa documentation
  • Purchased or refinanced a home: HUD-1 or closing/settlement statement


Complex Individual Tax Returns

If your return involves more complex matters, we recommend completing the appropriate tax organizer prior to your appointment. These organizers help identify relevant income, deductions, and reporting requirements specific to your situation.


Situations & Recommended Organizers

  • Standard Individual Return: Individual 1040 Organizer
  • Sold your home: Sale of Home Organizer
  • Purchased/refinanced a home: Home Buyer Organizer
  • Sold stocks, ESPP/RSU/ISO shares, or traded cryptocurrency: Stock Sale Organizer
  • Foreign income, foreign investments, or foreign bank/pension accounts: Foreign Income or Assets Organizer
  • Rental property income or expenses: Rental Property Organizer
  • Self-employment income, Form 1099-MISC, farm income: Self-Employment (Schedule C or F) Organizer


Completing the appropriate organizer in advance will help ensure your appointment runs smoothly and that no important items are overlooked. 

Business & Entity Tax Return Preparation

For business tax returns, we ask that you review and complete the appropriate tax organizer for your entity type prior to your appointment. If you are unsure how to complete certain sections, do not worry. Provide as much information as you can, and our team will assist you with the remaining details.


Bookkeeping & 1099 Preparation

We offer bookkeeping services for businesses that need assistance preparing accurate Profit & Loss statements and Balance Sheets.


If you would like us to prepare Forms 1099-NEC or 1099-MISC for your business, please provide completed Form W-9 for each contractor or vendor to whom payments were made.


Business Tax Structure & Required Organizer


Please complete the organizer that corresponds with your business entity:

  • Sole Proprietor / Single-Member LLC: Self-Employment (Schedule C or F) Organizer
  • Partnership / Multi-Member LLC: Partnership Return (Form 1065) Organizer
  • S Corporation: S Corporation (Form 1120-S) Organizer
  • C Corporation: C Corporation (Form 1120) Organizer
  • Estate or Trust: Fiduciary Return (Form 1041) Organizer
  • Nonprofit Organization: Tax-Exempt Organization (Form 990) Organizer


Completing the correct organizer in advance helps ensure your return is prepared accurately and efficiently. 


Copyright © 2026 Meridian Enterprise Group LLC - All Rights Reserved.

Powered by

  • Accounting/Bookkeeping
  • Administrative
  • Credit Restoration
  • Tax Preparation

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept