Services
Personal tax returns and planning that keep more of your money where it belongs.
Personal tax is rarely just about completing a return. The right result depends on understanding income sources, residency, business interests, investments, deductions, reliefs and the timing of transactions. We provide practical individual tax support for clients with straightforward and more complex financial affairs. Our role is to make filing obligations understandable, identify planning opportunities within the applicable rules, and help clients maintain records that support their position. We prepare your return, but more importantly, we tell you what it would take to owe less next year, not just what you owed this one.
Individuals, contractors, and expatriates with US and/or UK filing obligations — including anyone who has relocated between the two countries, holds income or assets in both, or simply wants a second opinion before filing.
We review your residency position and prior filings to establish exactly what you owe, where.
We prepare and file your return(s), flagging any planning opportunities for the year ahead.
We stay in touch through the year, so decisions — a move, a bonus, a new income stream — get planned for before they're filed.
Tell us about your business and we'll show you how Meridian can move it forward — in the US, the UK, or across borders.
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