Services

Meridian Arc Advisory provides strategic tax advisory and IRS representation for complex matters requiring

senior-level judgement and discretion.

Engagements are selective and structured. All work begins with a defined scope.

Strategic Tax Advisory

Advisory services are designed for high-net-worth individuals and closely held businesses facing complex tax decisions that require judgment, structure, and experienced oversight.

Entity Structuring and optimization aligned to long-term objectives
Income, compensation, and cash flow strategy
Multiyear planning and risk mitigation
Coordination with external legal, financial and investment advisors

Engagements are principal-led, selective, and focused on clarity, structure, and sustainable outcomes.

Tax Authority Representation & Resolution

We represent clients in select federal and state tax matters, including audits, examinations, and administrative disputes. Our approach emphasizes resolution, strategic positioning, and minimizing long-term exposure.

Representation services may include:

IRS and state tax authority examinations
Notices, correspondence, and assessments
Penalty abatement and dispute resolution
Coordination with counsel where appropriate

Matters are accepted selectively based on complexity, fit, and alignment with our advisory philosophy.

Advisory for Business Owners

For select clients, we provide strategic advisory support related to growth, capital planning, and financial

structure where tax considerations materially impact decision-making.

This may include:

Financial modeling and scenario analysis
Budgeting and variance analysis tied to tax outcomes
Growth planning with tax and cash flow implications

These engagements are limited and typically integrated with ongoing tax advisory work.

Scope of Representation

Meridian Arc Advisory represents individuals and business owners in matters involving federal, state, and

multi-jurisdictional tax considerations.

We regularly work with clients who maintain:

Residences in more than one state
Business operations across state lines
Tax exposure involving multiple taxing authorities

Our advisory and representation services are structured to account for residency, domicile, nexus, and compliance considerations that arise when financial lives extend beyond a single jurisdiction.

Engagements are handled with discretion and an understanding of how multi-state complexity impacts both planning and enforcement.

Engagement Structure

Meridian Arc Advisory works on a scoped-engagement basis.

Each engagement begins with a clear understanding of the issue
Fees reflect complexity, scope, and senior involvement
Advisory work is intentional and defined
Ongoing relationships are structured, not open-ended

This approach ensures both clarity and efficiency for our clients.

What We Do Not Offer

To remain effective and focused we do not provide:

High-volume or low complexity tax preparation
One-time "quick questions" or informal advice
Free consultations
General bookkeeping or payroll services
Advice outside of a defined engagement

These boundaries allow us to deliver the level of attention our clients expect.

Begin With a Confidential Review

If you are facing a complex tax matter or seeking experienced advisory support, the first step is a confidential review.