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Name
Meredith Johnson, CPA, CFP®
Title
Partner, BPM
Bio
Meredith has deep experience in not only accounting but financial planning and analysis, project management, and business development. She works with clients based on a holistic approach to taxation, in the areas of estate planning and business succession particularly. Meredith excels in coordinating the needs of diverse stakeholders, managing multi-stage projects and synthesizing complex data. Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development and Public Policy Analysis and Advocacy. Meredith is the immediate Past Chair of the California State Society of CPAs (CalCPA) and has been named to the 2024 inaugural list of Forbes America’s Top CPAs.