IRS Enrolled Agents · Trusted Since 1998

Financial Clarity.
Strategi c Advantage.

Expert accounting and tax solutions tailored for businesses and individuals who demand precision, transparency, and measurable results.

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Professional accountant at RAVONT
BBB A+ Rated
1,200+ Clients Served
Founded 1998
4.9 / 5.0 Average Rating
AICPA Member Firm
What We Offer
Services Built for
Every Financial Need
From annual tax filings to complex corporate structures, we deliver solutions with depth and integrity.
Tax Planning & Preparation
Strategic tax minimization for individuals, S-corps, LLCs, and partnerships. Year-round planning, not just April filing.
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Accounting & Bookkeeping
Accurate monthly financials, reconciliations, and reporting so you always know exactly where you stand.
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Audit & Assurance
Independent audits, reviews, and compilations that build credibility with banks, investors, and regulators.
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CFO Advisory Services
Fractional CFO support including cash flow forecasting, KPI dashboards, and board-level financial reporting.
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Business Formation & Structuring
Entity selection, EIN setup, operating agreements, and launch-ready accounting infrastructure from day one.
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IRS Representation
Enrolled Agents who negotiate on your behalf for audits, back taxes, penalty abatements, and installment agreements.
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About the Firm
25 Years of Trusted Financial Guidance
Since 1998, Meridian & Associates has been the firm New England businesses and families rely on when the stakes are highest. We lead with integrity, act with urgency, and measure ourselves by your outcomes.
$2.4B+
Client assets managed
98%
Client retention rate
14
CPAs on staff
42
States we file in
Our Team
JM
Jonathan Mercer, CPA
Managing Partner
25 yrs · Tax Strategy · M&A
SR
Khalid Amin, MBA, EA,
Director of Tax Services
IRS Enrolled Agent · 18 yrs
DK
Khalid Amin, CPA, CFP
CFO Advisory Lead
Wealth Planning · 14 yrs
AL
Amara Lewis, CPA
Audit & Assurance Partner
Nonprofit & Healthcare · 12 yrs
How It Works
Simple, Transparent Process
1
Free Consultation
30-minute call to understand your goals, pain points, and current financial situation.
2
Custom Proposal
We design a service package matched to your specific needs and budget.
3
Onboarding
Secure document handoff, dedicated account setup, and meet your assigned CPA.
4
Ongoing Partnership
Proactive advice, real-time reporting, and responsive support year-round.
Client Stories
What Our Clients Say
"
RAVONT saved us over $40,000 in tax liability last year alone through strategic planning we never knew was available to us. Exceptional team.
RB
Robert Birch
CEO, Coastal Fabrication LLC
"
When we faced an IRS audit, Sarah handled everything. Her knowledge and calm professionalism turned a terrifying situation into a total non-event.
TN
Theresa Nguyen
Owner, Nguyen Family Dental
"
Their CFO advisory service gave us the financial visibility to close our Series A. I can't imagine building this company without them in our corner.
MP
Marcus Patel
Founder, Kova Analytics

Ready to Take Control of Your Finances?

Schedule a no-obligation consultation with a senior CPA.
We'll identify your biggest opportunities in the first call.