In addition to his specialized business tax and accounting services, Certified Public Accountant (CPA) and Financial Planner Rick Miller consults from start up phase to maturity on benefits, retirement, and executive compensation plans. He also assists business clients with company sale, purchase, transition and entity selection. Rick's business clients span a wide range of primarily service-related industries.
For individuals, Rick offers tailored personal financial planning, estate and gift planning, investment review, and consultations regarding retirement, education, and long-term care. For individuals working in publicly traded companies he advises on option-based compensation planning and tax compliance needs. Rick has worked with individuals from Microsoft, Amazon, Expedia, F5, Tableau Software, Boeing, among others.