(214) 492-1986

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A Partnership from Day One

Our Process

At Meredith Vantage, our focus is to accelerate your financial success. Our process ensures that every client receives tailored guidance and seamless service from the very first interaction.

Step 1
Initial Consultation & Discovery

It all starts with learning about you. Whether you submit a form on our website or give us a call, our Client Advocate will be your first point of contact. We’ll take the time to understand your business and your goals ensuring we connect you with the right team member who understands your challenges. 

Step 2
Tailored Expert Consultation

Once we understand more about you and your business, we’ll set up a consultation with members of our team who are best equipped to dive deeper into your goals and operations. They’ll take the time to answer your questions about us, taxes, or anything else on your mind. If it feels like the right fit, the next step will be for us to craft a thoughtful, strategic approach that aligns with your vision.

Step 3
Customized Proposal & Statement of Work

Following your consultation, we provide a detailed Statement of Work outlining the services we’ll deliver, associated costs, and a clear roadmap for execution. We ensure full transparency so you can make informed decisions with confidence.

Step 4
Seamless Onboarding

Upon signing, we guide you through our structured onboarding process, ensuring a smooth transition into our services. From system integrations to key introductions, we handle the details so you can focus on what matters most—running your business.

Step 5
Ongoing Partnership & Growth

Our process doesn’t end with onboarding—it evolves. We stay engaged, providing continuous account management, strategic insights, and proactive support to help your business thrive. As your needs grow, we adapt with you, offering solutions that keep you ahead of the curve.

Let's Get Started

Ready to experience a smarter approach to financial, tax, and technology solutions? Our goal is to maximize your financial outcomes while minimizing your tax obligations. We are committed to delivering results by working with you year-round, ensuring that you stay on track for long-term success. From the start, your personal and business goals shape our approach. Many of our clients have trusted us for over 11 years—schedule a meeting to discover why that is. 

Contact Us

(214) 492-1986

222 W Las Colinas Blvd.
Suite 1570E, Irving, TX 75039

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