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.
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:
For secure delivery options, please visit our Document Delivery Page.
Identification & Prior-Year Information
Please provide the following:
Income Documents
Please bring all applicable income statements:
Health Insurance Information
Deductible Expense Documents
Special Situations
Please bring additional documentation if any of the following apply:
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
Completing the appropriate organizer in advance will help ensure your appointment runs smoothly and that no important items are overlooked.
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:
Completing the correct organizer in advance helps ensure your return is prepared accurately and efficiently.
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.