CPA · Est. 2004 · Chicago, Illinois

Welcome To, Rich Accounting

Precision tax strategy, year-round planning, and IRS representation for individuals, small businesses, and corporations across Illinois.

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20 Years of
Excellence
Individual Tax Returns ✦ Business Tax Planning ✦ IRS Representation ✦ Bookkeeping & Payroll ✦ Estate & Trust Tax ✦ LLC & S-Corp Formation ✦ Audit Defense ✦ Individual Tax Returns ✦ Business Tax Planning ✦ IRS Representation ✦ Bookkeeping & Payroll ✦ Estate & Trust Tax ✦ LLC & S-Corp Formation ✦ Audit Defense ✦
Accountant at work
5★ Rated
Our Firm

Tax Expertise You
Can Trust

Founded in 2004, Meridian Tax has grown from a solo practice into one of Chicago's most trusted CPA firms. We serve over 800 clients — from salaried individuals to multi-entity corporations — with the same dedication to accuracy and strategy.

We don't just file returns. We build year-round tax strategies that minimize liability, protect assets, and position our clients for lasting financial growth.

800+ Active Clients
$4.2M Tax Savings Found
20 Years in Practice
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What We Do

Our Services

Every engagement begins with understanding your full financial picture. Then we get to work finding every legal advantage available to you.

01
Individual Tax Returns
Federal and state filings for individuals, couples, and families. We find every deduction you're owed — from homeownership to investments and beyond.
Personal
02
Business Tax Planning
Quarterly estimates, entity-level tax strategy, depreciation schedules, and year-end planning for LLCs, S-Corps, C-Corps, and partnerships.
Business
03
IRS Representation
Received an IRS notice or audit letter? We handle all communication, build your defense, and negotiate on your behalf so you don't have to.
Audit Defense
04
Bookkeeping & Payroll
Monthly bookkeeping, bank reconciliation, payroll processing, and W-2/1099 preparation. Clean books, accurate filings, no surprises.
Business
05
Estate & Trust Tax
Form 1041 filings, estate tax returns, and strategic planning to protect your legacy and minimize the tax burden on your beneficiaries.
Estate
06
LLC & S-Corp Formation
Structure your business the right way from day one. Entity selection, formation, and the S-Corp election — often saving thousands annually.
Formation
The Team

Meet Your Advisors

Richard Mercer CPA
Richard Mercer
Founding Partner · CPA
20 yrs · Tax Strategy & IRS Defense
Diana Kwon CPA
Diana Kwon
Senior CPA
12 yrs · Business & Corporate Tax
James Holton EA
James Holton
Enrolled Agent
8 yrs · IRS Representation & Audits
Sarah Vance CPA
Sarah Vance
CPA · Estate & Trust
10 yrs · Estate Planning & Trusts
How We Work

Our Process

Discovery
Step 01
Discovery & Review
Strategy
Step 02
Tax Strategy
Preparation
Step 03
Preparation & Filing
Review
Step 04
Client Review
Planning
Step 05
Year-Round Planning
Get Started

Book a Consultation

Your first consultation is complimentary. We'll review your situation, identify opportunities, and show you exactly what Meridian Tax can do for you.

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Client Stories

What Our Clients Say

"
★★★★★
Richard saved my small business over $18,000 in taxes last year through an S-Corp election I didn't even know I qualified for. Absolute game changer.
Michael T.
Owner · Thornton Landscaping · Chicago
"
★★★★★
I received an IRS audit notice and was terrified. James handled everything — I never had to speak to the IRS once. Resolved in six weeks.
Patricia L.
Retired Educator · Oak Park, IL
"
★★★★★
Meridian has handled our taxes and estate planning for eight years. Diana is incredibly thorough. I've referred every colleague I know to this firm.
Robert & Ann K.
Multi-property Investors · Naperville, IL
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