Meredith & Associates

This year has been a difficult year. My dedicated Tax Manager has been a great support. She is very quick to respond to my requests/questions and always willing to jump on a call to further explain things or discuss options. If she does not know the answer, she will find out and does so quickly. She played an instrumental role in Think Up receiving the PPP loan.

If it were not for her, I would not have been as prepared - she helped guide me through the process (what would be needed for the loan, simple template for calculation, etc.). She has also been a sounding board for various cost-saving measures/ideas that will not impact loan forgiveness. I have always felt very supported by MeredithCPAs - the partnership over the past years has been incredible. As I said, this year has been difficult and the entire team at MeredithCPAs has displayed genuine interest (and concern) in my company's overall success.

Meredith CPAs are a wonderful group of people. They are all very professional and caring in their interaction with our company. Karen and her team feel like family. They are focused on helping me make informed decisions that are in the best interest of my company and family. I would recommend them to anyone!

I've used MeredithCPAs for tax preparation for about fifteen years. They have been consistently responsive and professionally able to handle my changing tax circumstances. Looking forward to expanding the relationship through some tax planning work.

I love the service and advice I get from the MeredithCPAs team. I have been with them for past ten years and could not be happier. Very professional and focused on taking great care of my account. Simply an outstanding financial team!

I've been with MeredithCPA's for a many years and find them a highly qualified group of people. They are always pleasant, professional and responsive in tax season and outside of tax season. I highly recommend them!

After moving from California last year, we were looking for accounting firm which could provide us with longer term continuity, not possible with solo CPA practice. We are happy to find MeredithCPA to help us with our accounting needs. It's an professional organization with limitless resources for our needs now and in the future. We are confident to develop long lasting relationship with MeredithCPA firm, as we had with our accounting firm in California of past 35 years.

I've been working with Meredith CPAs for many years now. They are truly exceptional. All of the Meredith staff, with whom I have had the pleasure and privilege of working with, have always been exceptionally courteous, truly knowledgeable and tremendously helpful in serving all my accounting needs. Also, needless-to-say, I am also truly grateful to Karen, the owner, for she too has always given me tremendous advice and ensured that all my accounting needs are met by the staff at Meredith. A truly exceptional CPA firm, which I highly recommend to anyone.

My husband and I have used Meredith CPA's for several years now and wouldn't trust anyone else to do our taxes. My husband's tax situation is unique so we need people that know how handle all different types of returns. The staff is extrememly on point with communication & thoroughness. Privacy is important to them using their own secure portal to send sensitive information through.

We also do not live in Dallas, so they are able to take care of people from all over. I've dealt with Monique, Krystal & the owner herself and they all strive to do the best job for you and keep as much money in your pocket as possible.

Amazing team! Worked with them for 1 year now and they are superior to the previous teams I have had over the past 25 years. Expert knowledge, easy to use portal for doc submissions and management, and prep meetings for next year gives me great confidence and less anxiety around tax season.

I have been a client of Meredith and Associates for over 26 years. During that time, I have bought and sold multiple businesses and gone through significant family and financial changes and even a moved to another state. Every step of the way, the team at Meredith and Associates has been there to lend assistance in whatever way was appropriate at the time.

Their depth of knowledge and expertise in tax matters are second to none. But the real reason I have stayed with them for so long is that they are truly invested in my well being. Both professionally and personally. At Meredith and Associates, you are not just a person or entity to be billed. You are a valued partner whom they take great pleasure and pride in assisting in your success. I plan to be a Meredith and Associates client for the next 26 years, as well!