About Our Services Welcome to the future of Certified Public Accounting! Our profession, as it has been traditionally known, is changing very rapidly. Miller & Smith, CPAs is making every possible effort to lead the change by providing our customers with state of the art business support services. This includes many non-traditional services such as virtual accounting, QuickBooks support, developing online accounting, and business advisory services. In addition to these extraordinary services, we strive to provide the best available traditional compliance services such as tax returns, financial statements and estate planning. We invite you to join us on our journey and explore how our Team can be a successful part of your Team.   Business Advisory Services Sound business advice is beneficial to even the best experts in their respective fields. We can assist in developing sound business strategies and solutions to meet your long-term objectives through financial forecasting, budgeting and analysis. Trust Services We can serve as professional Trustees in a variety of trusts. The advantage to using a professional Trustee is having a non-beneficiary to make or assist making independent decisions. QuickBooks Consulting Services QuickBooks is the most widely used "do-it-yourself" accounting program. We use our knowledge to help support your use and more importantly make the year-end accounting process much easier. Purchase or Sale of a Business Consulting Services The structure and terms of a sale or purchase of a business is absolutely crucial. Our firm can assist in the process to make sure that cash flows and tax advantages are properly considered. Employee Benefit Plan Consulting Services The sheer number of employer provided benefit plans available can be overwhelming to most small business owners. We can narrow the field for you and assist in the development and administration of benefit plans and qualified retirement plans that result not only in substantial tax advantages, but will also help you provide for both the current and future needs of you and your employees. Estate Planning Services A good estate plan can significantly reduce or eliminate the taxes due on the transfer of your assets to your heirs upon your death. As a result, you can leave your loved ones more financially secure. We can access your goals and assist you in developing a plan that will best allow you to accomplish your objectives. Corporate Tax Returns Not only can we prepare your corporate income tax returns, our firm also performs tax planning services to assist you in making the most of income tax rules and regulations that can be very different depending on whether you have an S corporation or a C corporation. Partnership Tax Returns If your business entity is a partnership, then like an S corporation, the result on your business income tax return has a direct effect on your personal income taxes. We can help you with your business tax planning, keeping in mind the effect on your personal tax situation and then, of course, prepare the required partnership tax returns. Individual Tax Returns Whether you have only W-2 income, are self-employed or operate an S corporation or partnership, we can prepare your required personal tax returns and provide consulting and tax planning services throughout the year. Compiled Financial Statements There is no expression of assurance contemplated in the compiled level of financial reporting. Rather, the statements are based on information provided by the client. We can assist you in presenting your financial information in the form of financial statements, without performing the procedures necessary for us to express any level of assurance. Monthly and Quarterly Bookkeeping Services One of the most traditional forms of accounting services. You provide us check stubs, receipt and deposit information and any other financial transactions so we can then turn this raw data into a compiled financial statement. Payroll Processing and Payroll Tax Returns As an accomodation to our business clients, we process live payrolls and prepare payroll tax returns as required by the federal government and the State of California.  Personal Financial Statements We assist you in compiling a "snapshot" of all of your assets and liabilities as of a certain date. These are often required by banks for financing purposes.