Rachel E. Meredith

Founder of Banks Mountain Financial

Rachel E. Meredith

Founder of Banks Mountain Financial

After graduating from Virginia Tech with degrees in International Business and French and a minor in Spanish, I returned to my hometown of Richmond, VA, beginning a 6-year career with a “Big 4” accounting firm, specializing in U.S. expatriate and foreign national taxation. As the International Tax Manager, I collaborated with global offices and traveled often for client consultations. 

Seeking a better work-life balance, I served as Vice President and Tax Director at a local Financial Planning/Investment Management firm for over 18 years. I delved into complex individual, trust, and estate taxation and worked in tandem with the firms’ financial advisors for comprehensive financial and tax planning. Despite the rewarding journey, I yearned for a shift in focus.

In June 2023, I launched Banks Mountain Financial with the goals of offering meticulous tax preparation and planning services for select clients and devoting more time to family and community endeavors.

My tax accounting approach is holistic; beyond crunching numbers, I strive to learn clients’ unique backgrounds and help them plan accordingly for the future.  I aim to be a trusted advisor who eases the burden of tax compliance on clients who prefer to focus elsewhere in their lives.

On the personal side, I’ve been blessed with three amazing children: Brenan, a Benedictine graduate and aspiring electrician; Erin Beth, a senior at Virginia Tech pursuing her elementary education degree; and Emy Leigh, a high school senior who also dreams of being a teacher. We cherish moments in the Blue Ridge mountains and on the shores of Virginia Beach. For me, family comes first, but I also have a penchant for gardening, baseball, the Tour de France, house renovations, and travel.

After graduating from Virginia Tech with degrees in International Business and French and a minor in Spanish, I returned to my hometown of Richmond, VA, beginning a 6-year career with a “Big 4” accounting firm, specializing in U.S. expatriate and foreign national taxation. As the International Tax Manager, I collaborated with global offices and traveled often for client consultations. 

Seeking a better work-life balance, I served as Vice President and Tax Director at a local Financial Planning/Investment Management firm for over 18 years. I delved into complex individual, trust, and estate taxation and worked in tandem with the firms’ financial advisors for comprehensive financial and tax planning. Despite the rewarding journey, I yearned for a shift in focus.

In June 2023, I launched Banks Mountain Financial with the goals of offering meticulous tax preparation and planning services for select clients and devoting more time to family and community endeavors.

My tax accounting approach is holistic; beyond crunching numbers, I strive to learn clients’ unique backgrounds and help them plan accordingly for the future.  I aim to be a trusted advisor who eases the burden of tax compliance on clients who prefer to focus elsewhere in their lives.

On the personal side, I’ve been blessed with three amazing children: Brenan, a Benedictine graduate and aspiring electrician; Erin Beth, a senior at Virginia Tech pursuing her elementary education degree; and Emy Leigh, a high school senior who also dreams of being a teacher. We cherish moments in the Blue Ridge mountains and on the shores of Virginia Beach. For me, family comes first, but I also have a penchant for gardening, baseball, the Tour de France, house renovations, and travel.

Everyday life experience is what I believe defines
and educates us the most, nevertheless below are
some additional roles that I’ve valued over the years:

24 plus years of experience as a Richmond tax accountant
specializing in tax return preparation and planning

Enrolled Agent admitted to practice before the Internal Revenue Service

Member, Financial Planners Association

Member, National Enrolled Agents Association

Member, Virginia Society of Enrolled Agents

2018 Martin Luther King, Jr. Social Responsibility Award recognized by the YMCA

Board of Review, Boy Scouts of America

Trustee, Tara’s Children’s Trust, a charity established in my sister’s honor to provide
low-income students with holiday gifts, clothing, backpacks, school supplies and
other educational items.

Everyday life experience is what I believe
defines and educates us the most,
nevertheless below are some additional
roles that I’ve valued over the years:

24 plus years of experience as a Richmond
tax accountant specializing in tax return
preparation and planning

Enrolled Agent admitted to practice before
the Internal Revenue Service

Member, Financial Planners Association

Member, National Enrolled Agents Association

Member, Virginia Society of Enrolled Agents

2018 Martin Luther King, Jr. Social Responsibility
Award recognized by the YMCA

Board of Review, Boy Scouts of America

Trustee, Tara’s Children’s Trust, a charity
established in my sister’s honor to provide
low-income students with holiday gifts,
clothing, backpacks, school supplies and
other educational items.