(617) 338-6800

Client Services

Miller Wachman LLP is a PCAOB registered and inspected firm that in addition to providing services to closely held businesses of all types does concentrate in services to Public companies, Not-for-Profit entities, Retirement Plans, SEC Custody audits and services to Estates and Trusts.

Our firm offers a wide range of services to our individual, business and not-for-profit clients.  Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison.  Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.  If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Public Company Services  Non-Profit Services


Accounting Services

Audit Services

Miller Wachman LLP performs audits for both Public companies and closely held businesses.  We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.  Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.

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Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them.  The financial statements produced can be a useful tool for management for making financial decisions.

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Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.  We provide financial reporting on two levels of assurance:

  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.

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Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability.  From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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Forensic Accounting

We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation.  Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

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Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.  Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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Attestation Services

We provide independent verification of information when third-party assurance is requested or required.

Our attestation services take many forms including agreed-upon procedures, reporting on financial forecast and projections, reporting on pro-forma financial statements and compliance attestation including GIPS Verification and Surprise Custody Examinations.

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Tax Services

Tax Services

We prefer to take a proactive vs. reactive approach to tax services.  By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.  We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.  Tax services offered include but are not limited to:

  • Tax planning & return preparation
  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gift
  • Not-for-profit organizations
  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business

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Tax Planning

Tax planning is an essential element of the tax preparation process.  By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.  For business owners, providing for business continuity and succession of ownership is essential.  We can guide you through the complex process of getting your financial affairs in order.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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International Taxation

Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.

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Consulting Services

Business Consulting

We gauge our worth by the personal and business successes of our clients.  We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.  In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative.  We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.  For business owners, providing for business continuity and succession of ownership is essential.  We can guide you through the complex process of getting your financial affairs in order.

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Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life.  Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback.  We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals.  Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

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Other Services

Bankruptcies

Filing for bankruptcy is a serious and involved process with many legal and tax issues.  Our firm is familiar with the complexities of the bankruptcy filing system and can competently guide you through the process.

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Expert Witness Services

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court.  Our level of competence allows us the opportunity to function as expert witnesses in such cases.

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Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques.  We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

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