Optimize your Financial Assets and Tax Strategy

Optimize your Financial Assets and Tax Strategy

From: $120.00

Sold By: Meredith Johnson, CFP, CPA


As a CPA and a financial planner, I provide a holistic approach to taxation and financial analysis. My areas of expertise include retirement planning, taxes and difficult situations. I also specialize in equity compensation, business succession, and estate planning. 

I work with clients to minimize their federal, state and local tax liabilities, and I also oversee complex tax research projects for a variety of clients. I love developing and delivering innovative financial planning ideas for clients. And I share my knowledge through workshops and presentations on taxes and financial planning.

Qualifications: CPA; CFP(r); MS Taxation


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