Lexington's Trusted CPA Firm

Tax, Accounting & Financial Guidance You Can Count On.

JB Merritt & Associates CPA, LLC is a full-service accounting firm serving individuals and small businesses in Lexington, SC and the surrounding area. Year-round support. Straightforward advice. Local expertise.

Call (803) 359-1041 Schedule a Consultation
Decades
Years of Local Service
Lexington
Trusted CPA Firm
Small Biz
Specialists
Year-Round
Support
Our Services

Comprehensive Accounting Solutions

From personal tax returns to full business accounting, JB Merritt & Associates is your year-round financial partner in Lexington, SC.

Personal Tax Preparation
👤

Tax Preparation (Personal)

Accurate, stress-free individual tax returns. We maximize your deductions and ensure full IRS compliance every year.

Business Tax Preparation
🏢

Tax Preparation (Business)

Corporate, S-corp, partnership, and LLC tax returns prepared accurately and strategically to minimize your tax burden.

Bookkeeping & Payroll
📒

Bookkeeping & Payroll

Clean books, timely payroll, and accurate financial reporting so you can focus on running your business.

Financial Planning
📊

Financial Planning

Retirement planning, budgeting strategies, and forward-looking financial guidance to build long-term stability.

IRS Representation
⚖️

IRS Representation

Audits, disputes, and IRS notices handled professionally. We stand in your corner and protect your interests.

Business Formation
🚀

Business Formation

Entity selection, formation paperwork, EIN registration, and accounting setup for new businesses starting right.

About the Firm

Established. Local. Trusted.

JB Merritt & Associates CPA, LLC has been serving the Lexington, SC community with personalized accounting and tax services. We're not a big-box chain — we're your neighbors, and we understand the unique financial landscape of small businesses and families in the Midlands.

Our clients receive direct access to an experienced CPA, not just a seasonal preparer. We take time to understand your situation and provide guidance year-round, not just at tax time.

  • Certified Public Accountant on every engagement
  • Deep experience with South Carolina tax law
  • Small business specialists — LLCs, S-corps, partnerships
  • Year-round availability, not just tax season
  • Personalized service — you work with us directly
  • Conveniently located in Lexington, SC
JB Merritt CPA office
"We believe every family and every small business deserves the same quality of financial advice — clear, honest, and built for the long term."
— JB Merritt & Associates CPA, LLC
Client Reviews

What Clients Say

Trusted by individuals and small businesses across Lexington and the Columbia metro area.

★★★★★

"I've had my taxes done at the big chains and always felt like a number. At JB Merritt, they actually sat down with me, asked questions, and found deductions I had no idea about. Saved more than I expected. I'm a client for life."

Patricia H.
Lexington, SC — Personal Tax Client
★★★★★

"We moved our small business bookkeeping and tax prep here two years ago. The difference is night and day — organized, responsive, and they actually call us proactively with tax-saving ideas. That's the kind of CPA relationship we needed."

Robert & Karen M.
West Columbia, SC — Small Business Owners
★★★★★

"Got an IRS notice and panicked. Called JB Merritt and they handled everything — wrote the response, dealt with the correspondence, and resolved it completely. They were calm and professional the whole time. Couldn't have asked for better representation."

James T.
Irmo, SC — IRS Representation
Ready to Get Started?

Schedule a Consultation Today

Whether it's tax season or the middle of July, we're here to answer your questions and help you make smart financial decisions. Let's talk.

Call (803) 359-1041 Send a Message
Contact Information

Reach Out

Phone
(803) 359-1041
Email
info@jbmerritt.com
Office Address
220 Swartz Rd, Lexington, SC 29072
Service Area
Lexington, Columbia, Irmo, Chapin & surrounding Midlands communities
Get in Touch

Send a Message