Nov18
Open office hours
Bring a general question about documents, stages or bookkeeping habits. Personal return questions go to your preparer in the portal.
Wed, Nov 18, 5:45 PM EST · 45 min · Meridian review team · 0 going
Events and office hours
Approved sessions from the practice. Join links go to people who RSVP. Personal returns are never reviewed in a session.
Nov18
Year-end orientation
How the coming tax season will work: stages, timing and how to get your documents in early.
Wed, Nov 18, 7:00 PM EST · 45 min · Meridian review team · 0 going
Nov20
Bookkeeping office hours
Every other week. Ask general questions about categorizing, receipts and reconciling.
Fri, Nov 20, 4:45 PM EST · 45 min · Meridian bookkeeping team · 0 going
Past sessions
Nov6
Retiree documents clinic
A guided walk through the retiree organizer and the forms retirees most often receive.
Fri, Nov 6, 4:00 PM EST · 45 min · Meridian intake team · 0 going
Past
Nov3
Rejected returns: what happens next
The path from rejection to resubmission and who does what at each step.
Tue, Nov 3, 6:45 PM EST · 45 min · Meridian review team · 0 going
Past
Oct28
Understanding tax notices (in general)
What a notice is, how to preserve it and why it goes to your preparer. No personal letters are reviewed in the session.
Wed, Oct 28, 5:45 PM EDT · 45 min · Meridian review team · 0 going
Past
Oct24
Students and families: document guide
Education records, household information and how authorization works for families.
Sat, Oct 24, 6:45 PM EDT · 45 min · Meridian intake team · 0 going
Past
Oct20
New homeowner: your tax documents
Closing statements, Form 1098 and property tax records: what they are and what to send.
Tue, Oct 20, 6:45 PM EDT · 45 min · Meridian intake team · 0 going
Past
Oct16
Self-employed organizer walkthrough
For freelancers and gig workers: what income and expense records to collect and how to keep them tidy.
Fri, Oct 16, 7:00 PM EDT · 45 min · Meridian review team · 0 going
Past
Oct13
Bookkeeping basics: the monthly close
A walkthrough of the monthly close checklist, with a reconciliation example.
Tue, Oct 13, 5:45 PM EDT · 45 min · Meridian bookkeeping team · 0 going
Past
Oct10
Document readiness workshop
Work through the individual organizer live and learn how to scan, name and upload documents securely.
Sat, Oct 10, 7:00 PM EDT · 45 min · Meridian intake team · 0 going
Past
Sep19
Ask the review team (recording)
A past session on general document questions. The recording and notes are shared with attendees.
Sat, Sep 19, 5:45 PM EDT · 45 min · Meridian review team · 0 going
Past