Trust & Estate CPA for Families, Trustees & Closely Held Businesses
Meridian is a boutique tax advisory firm providing personalized advisory and compliance services in trust, estate, gift, individual, closely held business, and select international tax matters. We earn our clients’ trust through thoughtful professional guidance, deep technical expertise, and attentive, personalized service.
Small and focused by design, Meridian is dedicated to delivering responsive, high-quality service tailored to each client’s needs.
Guiding Families • Preserving Wealth • Building Legacies
Why Meridian
Meridian was founded on the belief that exceptional tax advisory extends beyond tax return preparation. We take time to understand each client’s unique circumstances and help connect today’s decisions with their long-term family, financial, and legacy goals.
Drawing on experience in trust, estate, gift, individual, and select international tax matters, we help clients organize information, understand key considerations, and work effectively with their attorneys, trustees, investment advisors, and other professionals. When a matter requires broader technical expertise or resources, we collaborate with—or refer clients to—appropriate fellow CPA firms and other qualified specialists.
Our goal is to bring greater clarity to complex tax, estate, and succession matters, so clients can make informed decisions and move forward with confidence.
HIGH-NET-WORTH INDIVIDUALS • FAMILIES • TRUSTEES • EXECUTORS • BENEFICIARIES • FAMILY OFFICES • CLOSELY HELD BUSINESSES • PROFESSIONAL ADVISORS • INTERNATIONAL FAMILIES
Our Trust & Estate CPA Services
Trust, Estate & Gift Tax
We provide tax advisory and compliance services, including fiduciary income tax return preparation, estate and gift tax reporting, and informal trust and estate accounting reports for trustees and beneficiaries (not for court use).
Estate Planning Readiness Review:
We provide an education-focused review for individuals and families preparing to begin or revisit the estate-planning process. Meridian helps clients clarify their goals, organize relevant information, identify key tax and planning considerations, and prepare for productive conversations with their estate-planning attorneys, financial advisors, and other professionals.
Select International Tax Matters
We provide guidance and compliance services for select foreign asset reporting and cross-border trust and estate tax matters within Meridian’s areas of experience and technical capabilities.
Fiduciary & Professional Advisor Collaboration
We provide collaborative tax support to trustees, executors, attorneys, investment advisors, family offices, and other CPA firms. Services may include organizing relevant information, identifying tax matters requiring attention, coordinating communication among advisors, and helping clients understand tax considerations or recommendations from their professional advisory team.
Individual & Business Tax
We provide tax compliance and planning services tailored to the specific needs of individuals, families, business owners, and closely held businesses, while considering their broader financial, ownership, succession, and estate-planning objectives.
How We Work
Each engagement is tailored to the client’s circumstances, with its scope and specific services defined in a written engagement agreement. When a matter falls outside Meridian’s scope or requires additional expertise, resources, or review, we may collaborate with or refer the client to an appropriate professional or firm.
Why Clients Choose Meridian
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Boutique Personalized Service
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Technical Excellence
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Collaborative Approach
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Practical Solutions
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Long-Term Relationships
Let's Start the Conversation
Every family and business has a unique story, and effective tax planning begins with understanding your goals.
Whether you are navigating a complex trust or estate matter, planning for the transfer of wealth, managing international tax issues, or seeking a trusted advisor for your family or closely held business, I invite you to schedule a conversation.
Together, we can discuss your circumstances, identify potential opportunities and risks, and determine how Meridian Estate & Tax Advisory can best support your long-term objectives.
I look forward to speaking with you and learning how I can help.
About Meridian Estate & Tax Advisory
Founded by Fei Zhao, CPA, MST, TEP, Meridian Estate & Tax Advisory provides thoughtful tax guidance and personalized service.
Fei has more than two decades of experience serving individuals, families, fiduciaries, and closely held business owners, including over 16 years focused on trust, estate, gift, and international tax matters. Through Meridian, she provides practical, relationship-driven guidance tailored to each client’s circumstances.
Fei believes effective tax advisory is grounded in technical expertise, practical judgment, and close collaboration with clients and their professional advisors. Each engagement is designed to help clients understand important tax considerations, navigate complexity, and make informed decisions with confidence.