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Services

Miller & White provides a wide range of services to individuals and businesses in a variety of industries. At Miller & White, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


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.

Financial Statements

There is no expression of assurance contemplated in this 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

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

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.


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