MeredithCPAs

Business Details

Your Trusted CPA Partner in Irving, Texas

At MeredithCPAs, we combine the expertise of a large accounting firm with the personalized attention of a boutique practice. With over 30 years of experience serving startups and private companies in the Dallas-Fort Worth area, we prioritize cultivating lasting relationships and delivering results. Our team of licensed professionals goes beyond compliance, offering proactive tax planning, audit services, and advisory solutions tailored to help businesses and individuals achieve their financial goals. We emphasize continuous education, exceeding regulatory requirements to stay ahead of tax law changes, and maintaining low employee turnover to ensure consistency and trust.

Our commitment to accessibility guarantees timely responses to client inquiries, with a 48-hour call-back policy backed by financial accountability. By focusing on industry best practices and client-specific needs, we help clients navigate complex financial landscapes with confidence. Our holistic approach extends to financial planning, asset protection, and business succession strategies, all designed to secure long-term success for our clients. This philosophy has resulted in an average client retention period of over 11 years, reflecting our dedication to understanding and supporting the unique objectives of each business and individual we serve.

Services

Tax Planning Audit Services Financial Planning SOC Audits Business Advisory Payroll Tax QuickBooks Training Estate Tax Planning Exit Planning Outsourced Accounting

Highlights and features

We offer relationship-based accounting services with clients averaging 11+ years.
You'll receive timely responses, including a guaranteed 48-hour call back.
Each client is assigned a dedicated primary contact for personalized service.
Our low employee turnover ensures consistent expertise and continuity.
We exceed continuing education requirements to stay updated on tax laws.

What people say

Smooth audit process Professional and informative Valued business partners Second to none expertise Invested in well-being

Website

Update Listing

Services

Tax Planning

Our tax planning services identify optimal strategies to minimize liabilities while aligning with long-term financial objectives. We analyze individual and business scenarios to implement proactive solutions for estate taxes, entity structures, and international compliance. By focusing on year-round planning rather than reactive filing, we help clients maximize savings and avoid costly mistakes.

SOC Audits

We conduct SOC 1 and SOC 2 audits to validate internal controls for service organizations handling financial data. Our streamlined process uses proprietary technology to reduce costs while maintaining rigorous standards. This service helps IT providers, healthcare entities, and third-party administrators demonstrate security and compliance to clients and regulators through Type 1 and Type 2 reporting.

Financial Planning

Our financial planning addresses wealth preservation, asset protection, and succession strategies without commissions or asset management fees. We develop customized plans covering business transitions, retirement strategies, and family office needs. Hourly advisory services allow clients to maintain control while benefiting from expert guidance on complex financial decisions.

Audit Services

We provide audited financial statements and internal audit process mapping to enhance business transparency and control. Our audits go beyond compliance by offering operational insights that improve decision-making and identify growth opportunities. Specialized 401(k) audit services support small businesses with employee benefit plan requirements and regulatory compliance.

Business Advisory

Our advisory services cover exit planning, mergers and acquisitions, and QuickBooks training to support business growth. We help owners develop value-creation strategies, risk mitigation plans, and technology integrations. Fractional CFO services provide executive-level financial oversight without full-time costs, tailored to private companies' specific needs.

People

Karen Meredith

Managing Partner, CPA, CFP

With over 30 years in accounting, Karen leads our client-focused approach to financial success. Her expertise in tax planning and business strategy has helped countless clients achieve their goals. She combines technical excellence with a commitment to personalized service.

Lisa Lott

Partner Audit, CPA, CIA, CFE

Lisa oversees our audit practice, ensuring rigorous standards and regulatory compliance. Her background as a Certified Fraud Examiner strengthens our ability to detect and prevent financial risks. She works closely with clients to provide actionable insights through audit engagements.

Matt Meredith

Partner Operations & Marketing

Matt focuses on optimizing firm operations and client communication strategies. He ensures our team delivers consistent, high-quality services while maintaining the personal attention clients expect. His leadership supports our commitment to accessibility and responsiveness.

Jared Weidner

Partner Tax, CPA

Jared specializes in complex tax planning solutions for businesses and individuals. His expertise in international taxation and entity structures helps clients navigate cross-border financial matters while minimizing liabilities through proactive planning.

Thalia Mancera

Senior Tax Manager, CPA

Thalia leads our tax team in implementing strategic compliance solutions. She focuses on year-round tax planning and represents clients during IRS audits. Her approach balances technical precision with clear communication to ensure clients understand their options.

Questions

What accounting services do you offer for small businesses?

We provide outsourced accounting, payroll processing, financial reporting, and internal audit support tailored to small business needs at competitive rates.

How do SOC audits benefit service organizations?

SOC audits validate your internal controls to build client trust and meet compliance requirements, particularly for IT providers, healthcare entities, and financial administrators.

Can you help with international tax compliance?

Yes, our team specializes in cross-border tax planning, compliance, and reporting for businesses and individuals with international operations or assets.

What makes your tax planning approach different?

We focus on proactive, year-round planning rather than annual filing, identifying savings opportunities before transactions occur to optimize outcomes.

How do you support business succession planning?

We develop comprehensive strategies for ownership transitions, leadership development, and wealth transfer to ensure continuity and maximize business value.

What's your process for IRS audit representation?

Our experienced tax professionals handle all communication, analyze notices for errors, and advocate for your interests while minimizing potential penalties.