Your Competitive Vantage Point

Helping Our Clients Build Wealth & Keep It

Business Advisory
Services

We offer proactive business advisory services providing answers, solutions and ideas when you need them most.

  • Succession and Transaction Planning
  • Business Valuation
  • Budgets & Forecasts
  • Fractional CFO
  • Outsourced Accounting
  • And more

Tax
Services

Our primary objective is to minimize your overall tax burden whenever and wherever legally possible.

  • Annual Tax Planning
  • Business Federal, State, Local Tax Preparation
  • High Wealth Individual Tax
  • Entity Structure Strategies
  • Foreign Reporting / Compliance
  • Tax Audit Representation
  • And more

Technology
Services

We deliver comprehensive technology solutions to protect the health of your business and provide a foundation for growth.

  • Workflow Implementation & Automation
  • Managed IT Services
  • Project Management Office
  • Websites & SEO
  • And more

Accounting
Services

Our comprehensive accounting services ensure accurate financial reporting and compliance to support your business growth.

  • Audits, Reviews & Compilations
  • Agreed Upon Procedures
  • Outsourced Financial Report Writing
  • Peer Review for CPA Firms
  • And more

Proven Results

Executable Strategies.

At Meredith Vantage, we pride ourselves on fostering enduring business relationships, ensuring that your success is not just a goal but our mission. With a long tenured, dedicated team, we stand as the perfect balance – we’re big enough to know, but small enough to care. Welcome to a partnership that values your success as much as you do.

Let Us Prove Ourselves

Set a Meeting.

Unmatched Expertise

Industry Knowledge.

Expanding Companies

Structuring companies for growth and helping them get to the top is what we do.
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Technology

We have over 35 years of experience guiding established and growing technology clients down a path of financial success and minimized tax burdens that impact the bottom line.
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Healthcare

Our objective is to ensure a financially strong future for you, your practice, and your family. We provide a broad array of services tailored to the unique needs of Medical Practices.
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Manufacturing & Wholesale

Our individualized services address your industry specific challenges, compliance needs and industry standard tax practices.
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Construction

With 35+ years of experience as a construction accountant, Meredith Vantage excels in guiding construction companies through complex regulatory and tax environments.
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Staffing & PEOs

We understand the unique tax, accounting and regulatory compliance issues of the PEO and Temporary Personnel industries.
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Home Builder

Our home builder experts diligently work to bring proactive solutions to your organization to drive more predictable and profitable business outcomes.
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Non-Profits

With decades of experience in non-profit support, we ensure compliance and future protection through robust controls and reliable reporting.
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Real Estate

We understand that every real estate firm faces unique financial challenges. With a tailored approach, our experts will help guide you to make the right decisions.
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We Go Above and Beyond for Our Employees...

Because Happy Employees = A Deeper Client Relationship.

I’ve been with Meredith for over 5 years now, and I wouldn’t have it any other way. The Meredith team has supported me through every step as I have grown in my career from an Intern to an Accounting Associate. Our Leadership team works hard to make us feel comfortable asking for help and encourages collaboration between our teams to bring everyone up to the next level. I’m extremely grateful for the learning opportunities, potential growth, and the amazing work-life balance. I am excited to see what our team accomplishes as we grow here at Meredith in the years to come.

Emily Eldridge
Accounting Associate II

I have been with Meredith for 17 years, and it has been an incredible journey. From the very beginning, I have felt valued and supported by the amazing team here. The personnel are not just colleagues but also mentors and friends who have consistently fostered a positive and collaborative environment. Additionally, the firm’s commitment to work-life balance has been a game-changer. I feel empowered to excel professionally while still having the flexibility to prioritize my personal life. It’s rare to find a workplace that truly values both professional success and personal well-being, but Meredith achieves just that. I am proud to be part of such a dynamic and supportive firm and look forward to many more years of growth and success together.

Lisa Lott
Partner – Audit

I have developed so much in my career in just 2 years at Meredith, and I owe it to the nurturing learning environment and inclusive staff that has encouraged me to be better in my work and my life every day. I can see a level of growth in myself I have never been able to achieve anywhere else. Meredith is truly the place to be! There are tons of opportunities to take on new challenges, new roles, and really figure out the type of accountant you would like to be.

Elizabeth Anderson
Accounting Associate

I moved from out-of-state to join Meredith in May of 2022. I have not regretted that decision as I have found a company that has been welcoming and friendly. I look forward to coming into the office to see my colleagues and friends each week. The comradery amongst the departments makes Meredith feel like a close-knit, but growing, family. This experience and familiarity amongst the different teams allows Meredith to complete engagements and perform tasks quickly and efficiently. Additionally, the management team at Meredith does a great job of taking care of both our personnel and our clients. I have not met a front office staff that works harder to build and maintain healthy relationships with individuals and businesses. I feel supported here at Meredith and look forward to continuing to grow with the company.

Russ Thompson
Audit Senior II