Tax Planning and Preparation Services
With many years of tax experience, there isn’t much in the tax world we haven’t seen or done. Our experienced professionals are committed to assisting you with the complexities of tax preparation and planning so you can have a peace of mind throughout the year, not just in April.
Individuals
Businesses
Trusts and Estates
Individual Tax Services
Our Mission
In this day of technological advancements, we understand that anyone can put numbers in boxes to complete their tax return. What sets our firm apart from automated tax filing, is our ability to offer comprehensive tax planning and consulting. Whether it’s buying a home or planning for retirement, we can provide valuable guidance that can’t be obtained from software alone. Professional tax services involve filing returns for today and planning for tomorrow.
As our client, we will thoroughly review your tax records to make sure you are claiming every deduction you are entitled to. It’s the goal of every taxpayer, isn’t it? More importantly, we will make sure income is recorded correctly, deductions are calculated correctly, and your return is filed timely.
Whether tomorrow’s events are “What are the tax consequences of when I sell my house”, or “I have shares of my company’s stock and we are getting purchased, what do I need to do?”, or “My uncle passed away and left me some money, how do I know if I will owe taxes?”, we are here to answer those important questions and more.
Individual Tax Services
- Federal and State Tax Preparation
- Tax Consulting and Planning
- Foreign Financial Accounts Reporting (FBAR)
Business Tax Services
Our Mission
As a small business ourselves, we understand maintaining your business is a full-time job. Every business has its unique tax and compliance considerations. In the expert hands of the Miller Consulting Group team, we can prepare your taxes and provide guidance and year-round financial planning for a brighter future.
Tax management for a business is not a post-year-end event. By then, it’s too late. Tax management is about tax rate management, deduction management, depreciation management, and cash flow management. All businesses, big or small, should have the planning culture to be managing taxes proactively for the current year and beyond.
Most businesses overpay taxes because of poor recordkeeping and missed opportunities. Let us help you with solutions for each.
Business Tax Services
- Federal and State Tax Preparation
- Tax Consulting and Planning
- Multi-State Nexus Review
- Entity Type Review
Trust and Estate Tax Services
Estate and trust tax planning are an important part of managing your financial future. Preparing income tax returns for trusts and estates can be complicated and occasionally poses unexpected challenges. As an estate executor or a trust administrator, beneficiaries and other stakeholders are relying on your dedicated service. Let us help evaluate your unique situation to determine which filings are necessary. We will work with you and your legal team to ensure proper execution of the grantor’s wishes.
- Federal and State Tax Preparation
- Accounting Assistance
- Asset Valuation Guidance