Most CPAs File Returns. We Build Tax Strategies.
We help business owners identify tax-saving opportunities, improve financial visibility, and make confident decisions throughout the year — not just at filing time.
Strategic Planning Sessions
Year-round advisory · Built around your business
Most Tax-Saving Opportunities Expire Before the Year Ends.
By the time most accountants begin preparing returns, the biggest tax planning opportunities have already passed. Strategic planning happens throughout the year, letting you proactively reduce taxes and make informed financial decisions.
Q1
Strategy
Set the year's tax plan and entity strategy.
Q2
Review
Review financials and adjust mid-year course.
Q3
Forecasting
Project year-end tax position and act early.
Q4
Tax Optimization
Execute final savings moves before year-end.
We do more than prepare returns. We help you keep more of what you earn, improve profitability, and make smarter financial decisions — with a clear plan, all year long.
Industries We Help Operate More Profitably
We focus on outcomes — the specific strategies that move the needle in each sector we serve.
Real Estate
- Cost Segregation Reviews
- Entity Structuring
- 1031 Planning
- Depreciation Strategy
Healthcare
- Practice Growth Planning
- Retirement Optimization
- Tax Forecasting
- Profitability Review
Contractors
- Job Costing
- Cash Flow Planning
- Tax Strategy
- Entity Optimization
Legal Practices
- Partner Compensation Planning
- Tax Forecasting
- Profit Distribution Strategies
- Retirement Planning
Content Creators
- Multi-Stream Income Planning
- Self-Employment Tax Strategy
- Equipment Deductions
- Retirement Planning
Tech Professionals
- R&D Credit Review
- Equity Compensation Strategy
- Entity Optimization
- Stock Option Planning
Manufacturing
- Inventory & Cost Accounting
- Section 179 Strategy
- Capital Expenditure Planning
- Margin Analysis
Small Business
- Bookkeeping & Cash Flow
- Tax Strategy
- Payroll Compliance
- Growth Planning
Real Planning Opportunities Found
Illustrative examples of the kinds of savings a structured planning engagement can surface.
Potential Tax Reduction Identified
$24,000+
- S-Corp Optimization
- Retirement Contributions
- Accountable Plan
- Equipment Depreciation
Potential Tax Reduction Identified
$68,000+
- Entity Restructuring
- Defined Benefit Plan
- Vehicle Strategy
- Income Allocation Planning
Results vary and examples are illustrative only.
Outcomes First. Services Second.
We lead with the results you want — then deliver the services that get you there.
Reduce Taxes
Strategic tax planning that identifies opportunities before they disappear.
Gain Financial Clarity
Reporting and insights that help you understand performance.
Grow Business Profitably
Financial guidance that supports growth decisions.
Protect Wealth
Long-term planning for owners and executives.
Stay Compliant
Reliable tax preparation and bookkeeping support.
Tax Planning
- Customized Tax Strategy
- Strategy Meetings
- Tax Savings Dashboard
- Year-Round CPA Access
Tax Preparation
- Business Taxes
- Individual Taxes
- S-Corp & Partnership Returns
- Quarterly Estimates
Bookkeeping
- Income & Expense Tracking
- Bank Reconciliations
- Monthly Financial Statements
- Cash Flow Reports
Wealth Services
- Investment Tax Strategy
- Retirement Planning
- Business Exit Planning
- CFP Guidance
The Meridian Planning Framework™
A structured, repeatable methodology that turns tax planning from a once-a-year event into a year-round advantage.
Financial Assessment
Review your financial position and goals.
Opportunity Discovery
Identify planning opportunities and risks.
Strategic Roadmap
Develop a customized planning strategy.
Implementation
Coordinate recommended actions.
Quarterly Optimization
Adjust strategies throughout the year.
1:00A 60-Second Welcome
Hear directly from the partners on how Meridian approaches tax strategy — and what working with a proactive CPA actually looks like.
Book a Planning SessionSpecialists, Not Generalists
You work directly with the partners — not handed off to a junior associate.
Sarah Alderman, CPA
Founding Partner · Tax Strategy
Areas of Focus
Typical Client Profile
Real estate investors and medical practice owners managing growth and complex entity structures.
Client Success Highlight
Identified $30K+ in overlooked cost segregation and depreciation deductions for a real estate investor.
David Reyes, CPA, CFP®
Founding Partner · Tax & Wealth
Areas of Focus
Typical Client Profile
Established business owners aligning tax strategy with long-term wealth and exit goals.
Client Success Highlight
Restructured a practice owner's entity and retirement plan, freeing up $60K+ in annual tax capacity.
Insights Featured In Leading Business Publications
Modern Tools. Personalized Advice.
This is not your grandfather's CPA firm. Technology that surfaces insight, paired with advisors who explain it.
Tax Forecasting Dashboard
Project your year-end tax position in real time.
Business Performance Reporting
Clear KPIs and financials, not just a ledger.
Secure Client Portal
Documents and data, encrypted and accessible.
KPI Tracking
Track the metrics that actually move your business.
Quarterly Planning Reports
A written plan every quarter, not a guess.
AI-Assisted Analysis
Modern tools flag opportunities humans might miss.
2:30Inside the Meridian Framework
A visual walkthrough of our 5-phase planning process — from financial assessment to quarterly optimization — and how it surfaces savings before year-end.
Book a Planning SessionWhat Working Together Actually Looks Like
Not a once-a-year filing exchange — a structured, ongoing advisory relationship built on clarity and access.
What a Planning Relationship Delivers
"Meridian uncovered planning opportunities our previous accountant never discussed and helped us significantly improve cash flow before year-end."
Improved cash flow before year-end
James T.
Denver, CO
"The quarterly planning process completely changed the way we approach financial decisions."
Better quarterly decision-making
Dr. Lisa M.
Boulder, CO
"Meridian's forecasting tools and tax strategy sessions helped us make several major business decisions with confidence."
Confident major decisions
Marcus W.
Colorado Springs, CO
The Tax Opportunity Assessment
Answer a few quick questions to see how many planning opportunities may be hiding in your business. Takes under two minutes.
What is your annual business revenue?
This helps us gauge which planning strategies may apply.
Starting Prices
Value built first — framework, success stories, technology, and trust — then clear, honest pricing.
Tax Preparation
- Business & individual returns
- S-Corp & partnership filings
- Quarterly estimates
Tax Planning
- Customized tax strategy
- Strategy meetings
- Year-round CPA access
Bookkeeping
- Income & expense tracking
- Bank reconciliations
- Monthly statements
All engagements begin with a complimentary discovery call.
Business Owner Tax Opportunity Scorecard
Discover overlooked planning opportunities in under five minutes. Paired with our interactive Tax Opportunity Assessment.
Take the assessment nowExpert Guidance With a Personal Touch
Schedule your complimentary discovery call today.
Serving clients nationwide from Denver, CO
Frequently Asked Questions
We focus on real estate investors, medical and dental practices, construction businesses, content creators, tech professionals, legal practices, manufacturing, and small businesses — with sector-specific strategies like cost segregation, defined benefit plans, and job-costing tax strategy.
Yes. While we are based in Denver, CO, we serve clients nationwide. Our entire engagement model is designed to work seamlessly remotely.
Tax Planning includes a customized tax strategy, regular strategy meetings, access to a tax savings dashboard, and year-round CPA access so you are never navigating decisions alone. It follows our 5-phase Meridian Planning Framework™.
Every engagement begins with a complimentary discovery call. You can also take our free Tax Opportunity Assessment first to see how many planning opportunities may be hiding in your business.
Absolutely. Bookkeeping is available as a standalone service starting at $350/month, or bundled with tax preparation and planning for a fully managed relationship.
Both partners are licensed CPAs. David Reyes also holds the CFP® designation, allowing us to integrate tax strategy with comprehensive wealth and financial planning.