Miller and Company LLP

Miller and Company focuses on high-net-worth individuals, successful business owners, entrepreneurs, independent professionals, and families who want proactive, personalized accounting and tax guidance.

The firm has been recognized as a Top 100 Accounting and Business Consulting Firm, and its professionals are frequently quoted in national business and finance publications.

Approach and philosophy

• Looks beyond the numbers to understand each client's goals, lifestyle, and long-term plans.
• Emphasizes proactive tax planning, strategic consulting, and cash-flow management.
• Provides customized advice rather than one-size-fits-all templates or algorithms.
• Offers multilingual service and international tax and reporting expertise.
• Aims to be the long-term accounting and advisory partner for every client.

Geographic focus

Miller and Company primarily serves clients in:

• New York City (Manhattan, Queens, Long Island)
• Sarasota and Estero, Florida
• Washington, DC

The firm also works with clients who have multi-state or international tax and business interests.

• Business accounting and bookkeeping
• Small business and self-employment accounting
• Cash flow management and forecasting
• Internal controls design and monitoring
• Business registration and entity setup assistance
• Certified audits
• Financial statement services such as audits, reviews, and compilations
• Business consulting and strategic planning

These services are designed to help clients protect and grow their wealth, manage risk, and make informed decisions.

Tax preparation and strategic tax consulting

The firm offers tax services for individuals and businesses, with a focus on proactive planning rather than once-a-year filing, including:

• Corporate and personal tax preparation
• Strategic tax consulting and year-round planning
• IRS audit support and tax representation
• Foreign income tax reporting and international tax matters
• Tax resolution services

Tax planning is customized to each client's situation, with the goal of protecting and maximizing wealth while staying compliant.

Advisory and planning services

Beyond traditional compliance work, Miller and Company also provides advisory services such as:

• Succession and estate planning support
• Forensic accounting in appropriate cases
• Cash flow and retirement planning perspectives
• Ongoing business and financial consulting to align finances with personal and business goals

QuickBooks and accounting systems support

Miller and Company helps clients implement and optimize QuickBooks for small and medium-sized businesses, including:

• QuickBooks setup and configuration
• Training and ongoing support from QuickBooks ProAdvisors
• Periodic check-ups and reviews of accounting records

The goal is to create internal accounting processes and systems that provide timely, accurate financial information for decision-making.

Specialized construction accounting services

Miller and Company LLP provides industry-specific accounting services for construction companies in locations such as New York City, Sarasota, FL, and Washington, DC.

Construction-focused services include:

• Analysis of cash flow and overhead for each project
• Segregation and tracking of costs by job
• Profit-and-loss analysis from bid through billing
• Tax preparation and planning for construction businesses
• Internal controls tailored to construction operations
• Assistance with adopting and using appropriate construction accounting software
• Ongoing reviews and evaluations of operations

Construction audit and oversight support

The firm also supports clients with construction audit and oversight needs, including:

• Audits to support bonding and regulatory requirements
• Monitoring project costs, timelines, and budget adherence
• Recommendations on billing timing and cash flow
• Oversight of team payroll and subcontractor-related accounting
• Integration of technology to improve real-time reporting and communication

These services are designed to help construction businesses maintain profitability, manage risk, and stay compliant with financial and regulatory requirements.

• High-powered executives
• Successful business owners and entrepreneurs
• Independent professionals such as lawyers, investors, and consultants
• Software companies and IT professionals
• Medical professionals, including doctors and dentists
• Financial industry professionals and firms
• Manufacturers and distributors
• High-net-worth individuals and families

Client needs and goals

Clients typically look to Miller and Company for:

• Ongoing tax planning and wealth preservation
• Sophisticated personal and business accounting support
• Strategic advice that aligns their finances with their lifestyle and long-term goals
• Support navigating complex situations such as IRS audits, international income, succession planning, and business transitions.

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