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Accounting, Tax &
Strategic Planning

Serving New Port Richey, Trinity, and surrounding communities with personalized accounting, tax preparation, strategic tax planning and fractional CFO services for individuals and businesses.
NEW PORT RICHEY   |   TRINITY, FLORIDA​
(727) 262-7751
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INDIVIDUALS

Personalized tax and financial support.

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SMALL BUSINESSES

Accounting services to help you stay organized.

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TAX SERVICES

Tax preparation and year-round planning.

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FRACTIONAL CFO

Cash flow, reporting, and strategic business guidance.

WHY CLIENTS CHOOSE MERIS ADVISORY GROUP?

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40+ YEARS EXPERIENCE

Decades of accounting and tax experience serving businesses and individuals.

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PERSONALIZED SERVICE

Every client receives individual attention and responsive communication

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PROFESSIONAL SUPPORT

Our focus is on helping clients stay organized, informed, and confident throughout the year.

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TRUSTED RELATIONSHIPS

We value building trusted relationships through consistency, reliability, and ongoing support.

OUR SERVICES IN DUNEDIN AND CLEARWATER

Solutions Built for Individuals and Small Businesses
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ACCOUNTING

Comprehensive bookkeeping and accounting to keep your finances organized.

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TAX PREPARATION

Accurate, timely tax preparation for individuals and businesses.

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TAX PLANNING

Year-round planning strategies designed to minimize your tax liability and maximize savings.

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FRACTIONAL CFO

High-level financial insights and guidance to help your business make smarter decisions.

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SERVING NEW PORT RICHEY, TRINITY & SURROUNDING COMMUNITIES

We are proud to serve individuals and businesses throughout Pasco County, including:

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New Port Richey
Trinity
Odessa

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Tarpon Springs
Holiday
and Surrounding areas

Wherever you are, we're here to help you achieve your financial goals.

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Ready for Personalized Accounting & Tax Support?

Let's discuss how Meris Advisory Group can help you stay organized, reduce tax surprises, and make informed financial decisions.

(727) 262-7751
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