Meredith & Associates

Specialties

Meredith & Associates provides all the traditional services normally provided by larger accounting firms and more, but give the personal attention only a smaller firm can provide. We focus on helping our clients create wealth and keep it. We are an experienced CPA firm that’s been serving individuals and businesses for more than 25 years with the following services: Personal & business income tax, audit, consulting, tax planning, IRS notices, etc… We have extensive experience in (but are not limited to) the following industries: construction, manufacturing & wholesale distribution, temporary personnel, professional employer organizations, and medical & dental practices. We are all about sharing and collaborating with our clients because financial success is a team effort. We cultivate long-​term, lasting relationships. We’re an accounting firm that’s big enough to know and small enough to care.

Our Irving, TX location provides easy access for clients from all over the Dallas/​Fort Worth area including: Arlington, Carrollton, Colleyville, Coppell, Grapevine, Las Colinas, and Southlake. Our close proximity to the DFW airport allows clients from all over the country and in other parts of the world to stop-​by when they are visiting or just passing through.

History

Established in 1986.

Meredith & Associates was started in 1986 by Karen Meredith, CPA, CFP. For the several years prior, Karen was the CFO and Treasurer of a NYSE company. Previously, she was a senior on the audit staff of Deloitte in Dallas. Karen graduated from the University of North Texas in Denton and MacArthur High School in Irving. Karen is the author of the book, How to Have Plenty of Money for the Rest of Your Life. She has also been featured on TV, radio, and print including ABC’s ²⁰⁄₂₀ and US News and World Report.

Meredith & Associates employs approximately 20 – 25 experienced public accounting staff, including six CPA’s, four CPA candidates, and a group of certified IT specialists.

Most of the firm’s clients are private companies, medical and other professionals, and high net worth families. Firm clients have operations in 48 states and several countries. The firm has extensive experience working with business start-​ups and helping businesses and individuals with difficult tax issues.