Meridian Advisory Service

3.0 (2 reviews)

Tax Services

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Audit and conflict resolution support

Current year tax preparation and filing

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Andrew S.

2 years ago

Meridian has been doing a great job with managing my portfolio. The team, there is always a pleasure to deal with and has been on top of managing my family's portfolio . Stefanie is a great communications manager and is always there to answer whatever questions we have and point us in the right direction. Would recommend this firm to anyone. read more

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Mary S.

11 years ago

My experience was a nightmare with this Meridian!! Stefanie was extremely rude and acted as though I was wasting her time! Yes, I had a lot of questions, but I was looking at investing har earned money and I'm going to want answers! Apparently, she is the communications manager, but definitely needs to learn better communication etiquette when handling potential clients! I'm taking my business elsewhere! read more

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Elliott & Sangster

(1 review)

I'm going to this place for years they all super nice and very helpful always helping so much…read more. they made my business so much easier. Don't look anywhere else! This place is amazing!

Traverse Tax & Accounting

(1 review)

I had several complex tax questions about being a California resident and owning a property in…read moreMichigan and was referred to Traverse Tax and Accounting by positive word of mouth. They were great. Susan in the office was generous with her time in looking into the issues and answering my questions. She also gave me additional things to consider which I hadn't thought about. She also mentioned a first consultation with them is free. I would definitely go back to them for any further Michigan tax needs.

From the owner: Traverse Tax & Accounting, in Traverse City, Michigan, is an accounting, tax firm that merges…read morecomfortable, personal service with the advantages of leading-edge technology

Smallwood & Company CPA PLLC

(3 reviews)

I have been using Paul for both my personal and business taxes for several years now, and he has…read morebeen instrumental in keeping everything organized and keeps me up to date on any change in the tax laws. Very professional and organized. I recently started using him to handle my payroll as well, and he does a way better job than the last company I was using, for a better price as well.

Paul is a friend and valued professional advisor. I've know Paul for over 15 years. He is well…read moreseasoned and I value his opinion.

Diane's Accounting & Tax Service

(1 review)

Been happy to visit Diane's Accounting once a year. Service is quick and we have no tax filing…read moreworries.

Meridian Advisory Service - taxservices - Updated October 2026

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