Miller & Smith, CPAs

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About Us

TODD MILLER, C.P.A.

Todd E. Miller is a Certified Public Accountant with over 30 years of experience in all phases of taxation, accounting and management services. He is often retained by attorneys and professional fiduciaries for his knowledge in Trust and Estate taxation. Todd also consults with clients regarding investment planning, retirement planning and estate planning and holds both securities licenses and insurance licenses. He has significant experience representing clients with tax issues before the Internal Revenue Service.

Todd has been active in community service including Rotary Club, Boys and Girls Club and teaches Accounting at our local college. He has also owned and managed other businesses in the mountain area.
 
There is no substitute for experience. Todd brings a unique level of expertise with his experience in Income Taxation, Investment Planning, Estate and Trust Issues, business ownership and teaching.

 todd@millersmithcpa.com

 

KAREN WHITE, CRTP

 

 Karen has been with the firm over eight years.  She is an alumnus of the University of Colorado, Boulder and a diehard Dodger fan.  She considers herself the firm's "utility player."  She also serves as the firm's webmaster.

Karen oversees the payroll and accounting engagements and especially enjoys working with small business clients.  She has extensive experience in payroll issues from an employer standpoint, including continuing education in employment law.

As a California Registered Tax Preparer (CRTP), Karen enjoys assisting clients with their income tax preparation.  The CRTP designation requires at least 20 hours of continuing education each year in federal and state taxation.  In addition, she is a member of the National Society of Tax Professionals.

karen@millersmithcpa.com

 

KIM WAGNER

Kim has been with Miller & Smith for 2 1/2 years as the office manager.  Kim handles payroll processing and write-up for our clients.  In addition, she handles much of the firm's administrative duties, including client billing.  You may recognize Kim when you come to the office, as she has lived in Oakhurst for over 27 years!

 kim@millersmithcpa.com

 

KERRI MORELL

Kerri is usually the first voice you hear on the phone and the first person you see when you come to our office!  She has served as our receptionist for over two years.  Kerri schedules client appointments and notifies clients when returns or financial statements are ready.  Kerri is also a registered financial assistant, assisting Todd in the financial services department.

kerri@millersmithcpa.com

 

 

karen@millersmithcpa.com