Miller & Associates CPAs is a boutique accounting and tax firm that specializes in working with high-net-worth individuals, multi-generational families and entertainment industry professionals, entrepreneurs, executives and other ultra-affluent clients. We pride ourselves on becoming trusted advisors to our clients by providing a high level of personal service, expert financial advice and effective solutions you would expect to be found only when working with a much larger firm.
Our typical client is usually looking to integrate all aspects of their wealth to help secure their future and the future of their loved ones. Our firm offers a complete suite of services to clients who have complex financial scenarios including family businesses, investments, trusts and large estates. We will work with you to understand your individual financial goals so we can help you develop a complete estate plan to minimize your tax obligation, preserve and protect assets and transfer family wealth to future generations.
As financial professionals, we are aware of the unique concerns of high-net worth individuals, closely held business owners and executives, multi-generational families and other wealth individuals. When you work with us, we get to know you and your unique financial situation as well as you overall estate planning and wealth management goals so we can tailor our recommendations and design a plan to help you protect your wealth from liability, minimize estate taxes, invest for the future, plan for charitable giving and transfer wealth seamlessly to your heirs.
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