Terri Miller

Experience

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  Kathleen J. Miller + Associates, Inc.

  Aug 2000 - Dec 2021

  Vice President & Co-Owner

  Garnered several years of experience with consulting, managing, and serving small businesses. Services included representation work with clients through the IRS or Ohio collection process, bookkeeping, and payroll. Consulting involved best business and accounting practices for business start-ups. Tax preparation was a central function for both businesses and many individual 1040 clients.• Garnered several years of experience with consulting, managing, and serving small businesses.• Contributed expert, knowledgeable advice in the complicated areas of taxation and accounting practices.• Chief client ambassador.• Managed all of the promotion and advertising for the firm including implementation of CRM database.• Reviewed and signed over 400 individual 1040 returns and 70 business returns per year.• Proffered business, financial and tax planning to assist in tax reduction, increase efficiency in operations, and to increase profit.• Provided personalized bookkeeping services to suit specific business needs.• Provided insight for selection of business entities and accounting methods.• Consulted on choices for digital bookkeeping programs with review of existing systems, set up of new systems, implementation, and training.• Prepared financial reports for management and financial institutions. Show less

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  NMS Certified Public Accountants

  Jul 2021 - now

  Accountant, Enrolled Agent

  Provide accounting and consulting services to both corporate and individual clients with expertise in tax preparation, financial statements, payroll, and business start-ups.• Federally Authorized Tax Practitioner with technical expertise in the field of taxation.• Empowered by the United States Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.• Tax consulting for businesses with highly accurate preparation of corporate tax returns including payroll and sales taxes.• Proficient advisement for business start-up.• Audit representation at all levels of IRS and Ohio.• Expertise in the continually changing field of taxation.• Tax planning, retirement planning, estate planning and education planning for individuals. Show less