Tax Preparation, Planning and Bookkeeping

Tax Preparation

Accurate. Timely. Hassle-Free.

Filing your taxes shouldn’t be stressful. Whether you’re an individual, freelancer, or small business owner, we prepare your federal and state returns with precision. We stay current with tax law changes, so you don’t have to—and we ensure every credit and deduction is accounted for.

What We Offer:

  • Individual & Business Tax Returns (1040, 1120, 1065, etc.)
  • Amended & Prior Year Returns
  • Multi-state Filing
  • W-2, 1099, and Self-employment Income Reporting

We quote before we prepare—no hidden costs or surprise bills.

Tax Planning & Strategy

Don’t Just File—Plan to Save.

Effective tax planning helps reduce your tax burden before it begins. We take a proactive approach to identify legal strategies that help you minimize liabilities and maximize after-tax income—whether for your business or personal finances.

Our Planning Services Include:

  • Year-round tax forecasting
  • Business structure optimization
  • Retirement, investment, and charitable tax strategies
  • Estimated tax payment planning

Great tax outcomes are built with smart year-round strategy, not just April panic.

Bookkeeping & Accounting Services

Clarity in Your Numbers = Control in Your Business.

Accurate books are the backbone of your business success. We offer full-service bookkeeping and financial reporting solutions to give you clear insights into your operations and profits.

Services Include:

  • Monthly or Quarterly Bookkeeping
  • Financial Statements & Custom Reports
  • Accounts Receivable/Payable Tracking
  • QuickBooks Setup, Cleanup, and Support

Let us handle your books, so you can focus on growth.


FREQUENTLY ASKED QUESTIONS

We prepare individual, C-corporations, s-corporations, partnerships, Limited Liability Companies, General Partnerships, Limited Partnerships, Trusts, Gift Returns, Foundations and payroll.

The best thing to do is to call to get a quote. That said, most of our returns are quoted prior to preparation with new clients. Our fees are based on a fixed fee schedule. In our library from the main menu you can look at the individual and business entity fixed fee schedules. Some clients do not lend themselves to these fixed fee schedules in which case we make that understanding clear up front. Most clients.

We serve clients all over the country. Many I have met in person but in many cases I may not have seen them for many years. We work with many other clients who we have never met. A meeting is always welcomed. With everyone’s busy lives, we find many clients prefer to work through email, scans and phone. We often review work with an online meeting where the client and I view their return and support live in a meeting and alter the return live based on our conversations. This tends to be far more productive than a face to face meeting in most cases because we can both see and interact with the final product from our own respective computers.

Most of our clients will fax, or scan information to us or upload their information to our secure portal from our website.

James D. Miller, CPA is a trusted accounting firm with over 30 years of experience serving individuals and businesses. The firm specializes in tax preparation, tax planning, bookkeeping, and business advisory services, delivering personalized solutions with integrity and expertise.

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