BOOK A TAX PREP APPOINTMENT
APPOINTMENTS ARE AVAILABLE TUESDAY-FRIDAY 10AM-8PM AND SATUR
You get a personal tax document portal! Link is sent within 24 hours of booking your appointment.
PLEASE MAKE SURE ALL YOUR DOCUMENTS ARE UPLOADED 2 DAYS BEFORE YOUR APPOINTMENT.
STEP 1 - UPLOAD your documents to your personal tax document portal
STEP 2 - ATTEND your appointment at home on zoom or in person at the Meridian Village office.
STEP 3 - ACCESS your tax return anytime in your portal!
SERVICES MENU
👉🏻Financial Expertise
- Taxes: Personal, Business, and Corporate
- Knowledgeable Tax Regulations for every state and the Online marketplace
- Ask about our Accounting, Payroll and Bookkeeping solutions
👉🏻Business Management Services *Limited availability
- Bookkeeping: manage daily transactions
- Financial Strategy Coaching: Reporting and advice to support Business and Personal financial growth
🌟All New! Financial Workshops
- Savvy Teens: A small group workshop teaching Mom and/or Dad with a teen over 13 on how to begin investing.
- Intro to a personal financial statement: A 1 hour entry-level overview on what it takes to have to treat your personal finances like a successful business.
Get on the workshop waitlist today!
Our next savvy money workshop is for teens who want to start investing early. This workshop is for Mom and/or Dad and 13+ teens. Limited seating. "This workshop was created from my personal experience helping my teens set up their own self-managed investment accounts." - Rhett Kirkham Workshop attendees will leave with a live investment account without hiring an investment advisor. Entering your email will give you the information to come.
Contact Us
Better yet, see us in person!
We love our customers, so feel free to visit during normal business hours.
Hours
Today | Closed |
COMING SOON! FINANCIAL WORKSHOPS
DO YOU HAVE A TEENAGER OVER 13 WHO WANTS TO LEARN HOW TO BEGIN INVESTING? GET ON THE WAITLIST FOR THIS DO-NOT-MISS WORKSHOP.