Enterprise Expertise.
Personal Touch!

Enterprise-level tax strategies.
Personal and white-glove service.
With us, you’re a partner, not a file number.

  • Call our support : +1.650.542.0973

Our Services

Every Financial Decision Has Tax Consequences

Tax Strategy & Planning

  • Tax preparation and planning

  • Quarterly estimated tax projections
  • Charitable contribution and itemized deduction strategies
  • Qualified business income deduction planning

Advanced Tax Solutions

  • Stock option and compensation planning

  • Tax deferral strategies (1031 exchanges and qualified opportunity zone investments)
  • Real estate professional status qualification
  • Alternative Minimum Tax (AMT) optimization

Compliance & Representation

  • Foreign Account Tax Compliance Act (FATCA)

  • Audit representation
  • Tax compliance and reporting
  • Choice of entity analysis

Financial Operations & Advisory

  • Bookkeeping and write-up services
  • Business advisory
  • Financial reporting and analysis
  • Ongoing financial operations support
14+

Years of Experience

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About us

I found Meridian Tax Advisors to provide high-quality, high-touch tax solutions for clients who value both technical excellence and a genuine professional partnership. With over 14 years of experience in tax planning, consulting, and compliance, I have built my career on the belief that a tax advisor should be more than just a preparer—they should be a champion for their clients’ best interests.

At Meridian Tax Advisors, I bring the sophisticated resources of a national firm background to a boutique, personalized setting. Whether I am successfully advocating for the abatement of significant IRS penalties or retrieving substantial refunds through the Taxpayer Advocate Service, my goal is always to provide clarity, responsiveness, and peace of mind.

I am a firm believer in the power of proactive communication. I am also proud to be fluent in both English and Chinese, allowing me to serve a diverse range of international clients. Outside of the office, I find balance through yoga and hiking, and I enjoy spending time with my husband, Zak, and our three pets.