Tax Preparation & Planning
Individual, partnership, corporate, and fiduciary returns — prepared carefully and planned proactively, not just filed.
Red Bank, New Jersey
Clear numbers. Considered advice.
Meridian Tax & Advisory serves individuals, families, and closely held businesses across Monmouth County — with the rigor of a large firm and the attention of a small one.
Licensed CPAs · Serving Monmouth County since 1998 · NJCPA member firm
What we do
Services
Bookkeeping & Accounting
Monthly close, reconciliations, and clean financial statements your bank and your decisions can rely on.
Payroll Services
Accurate, on-time payroll with all federal and New Jersey filings handled — for teams of one to one hundred.
Advisory & Outsourced CFO
Cash-flow forecasting, budgeting, entity structuring, and quarterly strategy sessions for growing businesses.
Estate & Trust Services
Estate, gift, and trust tax compliance and planning, coordinated with your attorney and financial advisor.
IRS Representation
Notices, audits, installment agreements, and penalty abatement — we deal with the IRS and NJ Division of Taxation so you don’t have to.
Who you'll work with
Our team
Elaine Whitfield, CPA, MST
Managing Partner
Elaine founded Meridian in 1998 after a decade in the tax practice of a national firm. She leads the firm’s tax planning and estate work, and still reviews every fiduciary return that leaves the office.
Marcus Delgado, CPA
Partner, Business Services
Marcus heads the firm’s accounting and advisory practice, serving contractors, medical practices, and professional firms across Monmouth County. Clients know him for plain-English answers.
Priya Raman, EA
Senior Manager, Tax Controversy
Priya is an Enrolled Agent who manages IRS and state representation matters — from first notice to final resolution — and keeps clients informed at every step.
CPA Licensed Certified Public Accountants — New Jersey
NJCPA New Jersey Society of CPAs, member firm
BBB Better Business Bureau — Accredited, A+ rating
Common questions
Frequently asked questions
Do you work with both individuals and businesses?
Yes. Roughly half of our practice is individual and family tax work; the other half is closely held businesses — typically S corporations, partnerships, and LLCs with up to a few hundred employees.
What does a first consultation look like?
A 30–45 minute conversation, by phone or in our Red Bank office, at no charge. We review your prior returns or financials, identify any immediate issues, and give you a clear fee quote before any engagement begins.
Can you take over from our current accountant mid-year?
Yes — transitions are routine. With your authorization we request records directly from your prior accountant, and we handle the change with courtesy and discretion.
I received a letter from the IRS. What should I do?
Don’t ignore it, and don’t call the IRS unprepared. Send us a copy first — most notices have straightforward resolutions, and we can respond on your behalf under a power of attorney.
Speak with a CPA, not a call center.
Schedule a complimentary consultation. We’ll review your situation, answer your questions, and quote our fees up front.