We are a small Family business with over 25 years of combined experience. Offering financial services to individuals, small businesses, and corporations we specialize in Tax Preparation, Payroll, Bookkeeping, Insurance, and more!
Helping others succeed is our passion.
Whether you need help creating a personal budget or preparing corporate tax returns, we are ready to assist you with any need.
If you are looking for someone to assist you with financial matters, we would love to chat. We understand budgeting, time demands, and what is really important. Call for a free consultation.
Mike has been in the financial and tax planning service industry since 2002. Over the years, he has gathered clients from every walk of life. His own life experiences combined with the experiences of his clients make him uniquely qualified to consult on any given scenario. Mike is an Enrolled Agent (EA) with the IRS. This allows him to practice before the IRS on your behalf, if necessary. Mike has been married for over 25 years and loves to spend time with his six children. Even though life is busy, he makes sure that his client's needs are met and that they feel important.
Kathryn has been freelancing as a Bookkeeper for 9 years. She recently returned to school and is pursuing a Bachelor of Business Management in Marketing. She is currently working toward obtaining certificates in Accounting and Social Media Marketing. She enjoys keeping busy attending online school while homeschooling her children. Family is very important and at the center of her everyday life.
Meridian Financial actively employs educated stay at home parents. We believe in helping those with the right skills to earn an income while having the opportunity to also raise their families.
Meridian Financial has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Securities offered through LaSalle St. Securities LLC (LSS), a Broker/Dealer and member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors, LLC (LSIA), a Registered Investment Advisor affiliated with LSS. Meridian Financial is not affiliated with LSS, LSIA or any other affiliates.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
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