Meridian Counsel Group Legal & Tax Advisory · Arcadia, CA
Book Consultation
Confidential Client Intake

Schedule Your Confidential Advisory Consultation

Complete this 4-step intake assessment to match with the appropriate partner and secure your dedicated meeting slot.

1
1. Practice Matter
2
2. Matter Details
3
3. Advisor & Time
4
4. Contact & Confirmation

Select Primary Legal or Tax Subject

Choose the primary area of legal or corporate tax representation you require.

Immigration & Green Cards Legal

I-130 Family petition, Adjustment of Status (I-485), N-400 Citizenship, advance parole.

Corporate & Tax Advisory CPA / Legal

California LLC/S-Corp entity formation, IRS Form 2553 election, annual tax strategy.

Living Trusts & Estate Estate

Revocable living trust, California real estate deed transfer, probate avoidance.

Commercial Lease Insurance Partner

Commercial lease COI review, general liability, workers comp coordination.

Matter Background Details

These initial questions allow our lead counsel or CPA to prepare relevant California statutes prior to our meeting.

Select Lead Advisor & Time Slot

Choose your preferred professional and meeting format.

Helen Lin, Esq. Helen Lin, Esq. Partner · Immigration & Family
Robert Chen, CPA Robert Chen, CPA Partner · Business & Tax
Vivian Zhao Vivian Zhao Director · Client Intake & Risk

Contact Information & Confirmation

Please provide your contact information to receive appointment confirmation and pre-meeting checklist.

Initial Consultation Fee: $150 (Demo) Retainer Credited

Initial consultation includes up to 60 minutes of dedicated partner legal/tax review. If you retain Meridian Counsel Group within 30 days of consultation, this entire $150 fee is applied as a direct credit to your retainer agreement.

Booking Summary Preview

Matter: Immigration & Green Cards
Assigned Advisor: Helen Lin, Esq.
Schedule: 2026-10-12 at 10:00 AM (In-Person)