This page will hopefully answer any questions that you may have regarding the preparation of your tax return remotely. We value your business and look forward to continuing to serve you for years to come.
This section will be updated as I receive feedback from clients.
Please contact us at mike@meridianfinancialpro.com if you cannot find an answer to your question.
This is the first question that we are asked when clients find out that we have moved. And, the answer is Absolutely! We are able to prepare and file tax returns from any state.
We understand that this can be a big concern. Most clients would bring their documents to the office when we prepared the tax returns in-person. However, we have solutions available for everyone.
1. You can upload your documents to your online Smart Vault Portal - follow this link to access your portal: Client Portal
2. If you are unable to scan your documents or would prefer not to, you can bring your forms to the office on Warm Springs Rd and the assistants at the front desk will scan them for you and send them to us. All information will be kept confidential.
3. You can fax them to me at 702 926-9527
4. We have setup a mailing address in Idaho if you prefer to mail the forms. The mailing address is 1846 1st St #1001, Idaho Falls, ID 83401. Please only mail copies of your forms and not the originals.
5. You can email your forms to me - be advised that this is not the most secure method
We can schedule a Zoom appointment so we can still meet "in-person". This will give us a chance to review the tax return and answer any questions you may have. You can book that appointment here: Appointments
We can also meet by phone or just review the returns via email.
We love this question.
Payment can be made via debit or credit card using this link: Make a Payment
Payments can also be made via Zelle using the email address mike@meridianfinanialpro.com
You also have the option of mailing a check.
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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