Meredith Johnson, CPA, CFP

Meredith Johnson, CPA, CFP

600 California Street, Suite 600
San Francisco, CA  94108

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 Public Accounting, Tax Planning and Compliance, Project

Management, Event Planning, Financial Planning, Modeling and Analysis, Employee Training and Development and Public Policy Analysis and Advocacy.

Professional and Community Affiliations

  • Manager – One Brick
  • Site Manager, Volunteer, Financial Coach – Tax-Aid
  • First Vice President – California Society of CPAs (CalCPA) San Francisco
  • Volunteer, Pro Bono Committee, Financial Planning Day Steering Committee – Financial Planning Association
  • Treasurer – Golden Gate Running Club