Profile
GREG MEYER
ListedCPA and financial planning support for tax, equity compensation, and variable income
About
About
Greg Meyer CPA is associated with New Wave Financial Services, a fee-only firm led by Greg Meyer, CPA, CFP®.
The practice connects tax planning, tax preparation, investments, and financial planning so clients can view taxes, investing, cash flow, and long-term planning together.
Greg Meyer CPA is associated with New Wave Financial Services, a fee-only firm led by Greg Meyer, CPA, CFP®. The firm works with clients whose financial lives involve equity compensation and variable income, including RSUs, stock options, 1099 income, business revenue, and concentrated stock.
The practice connects tax planning, tax preparation, investments, and financial planning so clients can view taxes, investing, cash flow, and long-term planning together. Its stated client focus includes tech, aerospace, entertainment, creator-economy, self-employed, and business-owner situations where income or tax complexity may require coordinated planning.
Based in Hermosa Beach, CA, the profile facts list tax services, tax planning, accounting services, and bookkeeping services. The website also references estate planning, business planning, cash flow, investment management, and equity compensation planning as service areas.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| Bookkeeping services | Standard | ||
| Tax planning | Standard | ||
| Tax services | Standard | ||
Service areas
Service areas
HERMOSA BEACH, CA
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