Cross-border accounting without the blind spots.
Meridian serves US businesses and individuals whose tax picture crosses a border. We handle the filings, the planning, and the conversations with foreign advisors — so nothing falls through the seam.
Four pillars of cross-border practice.
Our practice is narrow by design. Every engagement sits inside one of these four areas — which is how we stay genuinely expert in each of them.
International Tax
Federal and state returns for individuals and entities with foreign income, foreign accounts, or foreign operations. Forms 1040, 1120-F, 5471, 5472, 8865, 8938, FBAR, and the treaty positions that tie them together.
- Foreign income reporting
- FBAR & FATCA compliance
- Treaty-based positions
- Foreign tax credit optimization
Cross-Border Structuring
Pre-transaction structuring for US companies expanding abroad, foreign companies entering the US market, and individuals relocating in either direction. We coordinate with your counsel and your foreign advisors so the entity, the tax, and the operations line up.
- US inbound entity selection
- Outbound subsidiary structuring
- Treaty-qualified holding companies
- Transfer-pricing documentation
Expatriate & Inpatriate Services
Tax filings and equalization work for US citizens living abroad and foreign nationals assigned to the US. We handle the compliance on both sides and the pre-move planning that makes it cost less.
- Section 911 foreign earned income
- Streamlined filing compliance
- Tax equalization calcs
- Dual-status returns
Global Compliance
Recurring compliance calendars for multinational groups — US reporting, foreign local filings coordinated with partner firms in 38 countries, and the single monthly dashboard that shows whether every piece actually landed.
- US & foreign filing calendar
- Consolidated workpapers
- Partner-firm coordination
- Quarterly provision support
The work that sits between two jurisdictions.
Most of our clients already have a CPA and a foreign advisor. What they don't have is someone who sits in the seam between the two — someone who reads both countries' positions on the same transaction and makes them talk.
That seam is where the errors live. It's also where the savings are.
Partners you can reach
Every engagement has a dedicated partner whose direct line you have. No associates relaying.
Coordinated foreign filings
We carry relationships with firms in 38 countries and handle the coordination so you do not.
Transparent fee structure
Fixed quotes before work begins. No hourly billing surprises at year end.
Audit-ready workpapers
Every return ships with a workpaper index and treaty-position memo in plain English.
They caught a treaty position my prior firm had never considered. The refund paid for five years of their retainer in one filing.
Bring us a situation. We'll tell you what's possible.
A 30-minute initial consultation is free. We'll give you a concrete read on scope and fee before any engagement begins.
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