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Services

In addition to his specialized business tax and accounting services, Certified Public Accountant (CPA) and Financial Planner Rick Miller consults from start up phase to maturity on benefits, retirement, and executive compensation plans. He also assists business clients with company sale, purchase, transition and entity selection. Rick's business clients span a wide range of primarily service-related industries.

For individuals, Rick offers tailored personal financial planning, estate and gift planning, investment review, and consultations regarding retirement, education, and long-term care. For individuals working in publicly traded companies he advises on option-based compensation planning and tax compliance needs. Rick has worked with individuals from Microsoft, Amazon, Expedia, F5, Tableau Software, Boeing, among others.

 

 

Professional services include:

Financial Consulting

Rick provides results-oriented financial consulting to businesses, from assistance with benefit, retirement, and profit sharing plans to guidance through company sale, purchase and entity selection. Rick helps his clients reach their financial goals from the inception of their business through maturity.

Rick’s consulting clients include but are not limited to:

Physicians

Orthopedic Surgery and Recovery Distributorships

Dentists

Law Firms

Financial Advisory Firms

Individually Owned Real Estate Offices

Architects

Engineering Firms

Media Companies

Microsoft Preferred Contractors

Specialty contractors

 

Request information about Financial Consulting below

Tax Services

Rick guides his clients through a full range of tax planning and preparation decisions with strategies that minimize tax liabilities and maximize cash flow while maintaining financial goals. Rick provides highly personalized tax entity structuring, planning, support and preparation services for:

Business Entities (LLCs, Partnerships, Corporations, S-Corporations)

Individuals

Trusts

Estates

High Net Worth Individuals

Small Business Owners

Real Estate Owners

Retirees

 

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Small Business Accounting

Rick’s primary goal is to provide small business owners with the tools to become self-reliant in generating their own internally prepared financial statements on a regular basis, allowing for informed decision making. Small business accounting services include:

Financial Statement Compilation

QuickBooks Support 

Bookkeeping Referrals

Request information about Small Business Accounting below

Information Request for Services Listed Above