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Services Industries Why Meridian Team Resources Free Consultation (574) 287-4400
South Bend, Indiana · Est. 1998

Precision.
Clarity.
Results.

Meridian Accounting & Tax serves small and mid-size businesses across Northern Indiana with expert tax preparation, bookkeeping, payroll, and strategic financial consulting.

26+
Years in South Bend
800+
Business clients served
3 CPAs
On staff, year-round
"Meridian saved us $34,000 in the first year alone. I wish we'd found them sooner."
— Patricia L., owner, Lakeland Flooring Co.
"They handle everything — payroll, quarterly taxes, the works. We can focus on running the business."
— Marcus & Diane H., owners, Hartfield Roofing
AICPA Member Indiana CPA Society QuickBooks ProAdvisor SB Chamber Member
What We Do

Financial expertise,
built for business owners.

We don't just file returns — we build a financial strategy that works for your business year-round. Here's how we help.

01
Tax Preparation & Planning
Federal, state, and local returns for businesses and individuals. We go beyond compliance to find every deduction and opportunity to minimize your burden, legally and strategically.
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02
Bookkeeping & Accounting
Monthly reconciliation, financial statement preparation, and clean books you can actually rely on. We keep your records current so tax season isn't a scramble.
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03
Payroll Services
Full-service payroll processing, direct deposit, tax filing (941, W-2, 1099), and compliance support. Never miss a deadline or make a deposit error again.
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04
Business Consulting
Entity structure, business formation, cash flow planning, and buy/sell advisory. We're the financial partner you call before making a big decision, not after.
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Industries We Serve

Deep expertise in the
businesses that drive Northern Indiana.

We don't just know accounting — we know your industry. That means faster answers, better strategy, and fewer surprises at tax time.

🏗️
Construction & Trades
Job costing, contractor compliance, 1099 reporting, and equipment depreciation strategies.
🏥
Medical & Dental
Practice formation, provider compensation, HIPAA-aware bookkeeping, and retirement plan optimization.
🏭
Manufacturing
Inventory accounting, cost of goods, R&D tax credits, and multi-state sales tax compliance.
🍽️
Restaurants & Hospitality
Tip reporting, food cost tracking, payroll compliance, and cash flow management for seasonal swings.
🏠
Real Estate
1031 exchanges, rental property accounting, passive income strategy, and investor reporting.
🌾
Agriculture
Farm income reporting, crop insurance, equipment Section 179, and estate succession planning.
🏛️
Nonprofits
990 preparation, grant compliance, fund accounting, and board-ready financial reporting.
⚖️
Professional Services
Law firms, consultants, and agencies — S-Corp optimization, partner distributions, and trust accounting.
Why Meridian

We work for
you, not
the IRS.

Our job is to protect your income, reduce your liability, and give you a clear picture of where your business stands.

🔍
Proactive, Not Reactive
We reach out when we see opportunities or risks — not just when you call. Year-round planning, not just April prep.
🤝
Same Advisor, Every Year
No handing you off to a junior associate. You'll work with the same CPA who knows your business and your goals.
⚖️
IRS Representation
If you're ever audited, we handle it. We appear on your behalf and manage correspondence from start to finish.
📊
Plain-English Reporting
Financial statements shouldn't require a decoder. We explain what the numbers mean for your business in plain English.
Our CPAs

Experienced advisors who
know Northern Indiana business.

RH
Robert Halverson, CPA
Managing Partner · Tax & Business
With 28 years of experience, Rob founded Meridian in 1998 after working at a regional Big Four firm. He specializes in small business taxation, entity structure, and succession planning for family-owned companies.
KP
Karen Patel, CPA
Partner · Accounting & Audit
Karen joined Meridian in 2008 and leads the firm's accounting and bookkeeping division. She's a QuickBooks ProAdvisor and works closely with clients on financial system setup and monthly reporting.
DM
Daniel Moreno, CPA
Senior Advisor · Payroll & Compliance
Dan manages payroll services and compliance for over 60 business clients. A Notre Dame graduate, he's deep in Indiana tax law and keeps the firm current on regulatory changes that affect our clients.
Start the Conversation

Your first consultation is free.

Tell us a little about your business and what you're working through. We'll set up a no-obligation call to talk through how we can help.

Office
820 E Jefferson Blvd, Suite 210
South Bend, IN 46617
Hours
Mon–Fri 8:00am – 5:30pm
Tax Season: Sat 9am – 1pm
Request a Free Consultation
Tax Resources

Tools to keep you informed.

Quick access to the forms, deadlines, and calculators you need — no phone call required.

📅
Tax Deadline Calendar
Key filing dates for individuals and businesses — quarterly estimates, extensions, and annual returns.
FAQ
Answers to common questions about our services, pricing, what to bring, and how we work.
🧮
Financial Calculators
Estimate taxes, retirement savings, loan payments, and more with our interactive tools.
📄
Secure Document Upload
Send tax documents, W-2s, and financial records securely through our encrypted portal.

Stay ahead of tax season.

Monthly insights on tax law changes, deadlines, and strategies — delivered to your inbox.

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