A boutique firm with institutional rigor.
Meridian was founded in 2003 with a single conviction: tax work should be done by senior people who own outcomes, not interns billed by the hour.
Today we serve more than 800 clients across Florida — from solo founders to eight-figure operating companies — with the same partner-led approach.
Four non-negotiables.
Every engagement is owned by a partner or senior strategist with 10+ years experience. No bait-and-switch to junior staff.
We don't disappear after April. Quarterly check-ins keep your plan compounding while the IRS rewrites the rules.
Flat-fee pricing, scope agreements, and no surprise bills — ever. You'll know the cost before we start the work.
We pick up the phone. We learn your business. We remember your kids' names. Boutique by design.
The strategists behind your numbers.
Elena Vargas, CPA
22 years in tax strategy. Former Big Four senior manager. Specializes in real estate and S-Corp optimization.
Marcus Reid, EA
Enrolled Agent with 18 years of federal representation. Has resolved over $40M in client tax liabilities.
Priya Shah, CPA, MST
Master's in Taxation. Leads multi-entity engagements for founders and family offices across the Southeast.
Two decades, one practice.
Founded in Orlando
Elena Vargas opens the practice with a single conviction: tax done deliberately.
Crossed 500 clients
Reached 500 returns annually while keeping a strict senior-only review policy.
Advisory practice launched
Added year-round strategy, bookkeeping, and IRS resolution under one roof.
$48M+ in client savings
Cumulative client tax savings cross the $48M mark across 3,200+ filings.
Ready to work with us?
A 30-minute discovery call — no obligation, no jargon, just a clear next step.
Book your consultation