(617) 338-6800

Firm Profile

MISSION STATEMENT

We believe in the value of relationships.  We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients.  We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.  Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

PRIVACY STATEMENT

At Miller Wachman LLP, we recognize and respect the expectation to privacy.  We have established policies and procedures to insure that client information is private and secure at all times.  These professional standards are even more stringent than those required by law.

Our privacy policy pertains to non-public, personal information about current and former clients as follows: We do not sell information to third parties.  We do not disclose non-public information except as necessary to provide our services and as required by law.

In order to provide our services and to comply with strict professional guidelines, we retain records relating to the services we provide.  We maintain physical, electronic, and procedural safeguards that comply with federal standards in place to protect these records.  We continually evaluate new technology for protecting information.

Employee access is limited, and employees are subject to a strict employment policy regarding confidentiality.

There is no need to take any action as a result of this notice.  However, if you have any concerns about this policy you may contact us at (617) 338-6800.

HISTORY

Miller Wachman was formed in 1969 when the founding partners, all of whom were members of the George Miller or the Abraham Wachman firms, decided to practice public accounting together when both Miller and Wachman died in 1969.  Miller and Wachman's separate practices dated back to the 1930s.

INTRODUCTION TO THE PARTNERS

Mark J. Conklin, CPA Co-managing partner at Miller Wachman LLP, received his Bachelor of Science in Business Administration from Northeastern University.  Mark has worked in public accounting since 1979 and is the firm’s primary audit partner for our not-for-profit clients.  He is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants.  He has been a board member and officer of a community organization.  He has over 30 years of experience in auditing and income tax planning and preparation for both business and individual clients.  Mark has also been a volunteer member of the United Way of Massachusetts Bay Multi-year Audit Task Force.

Stephen Gunzburger, CPA, MBS, MST Co-managing partner at Miller Wachman LLP.  He received his Bachelor of Science and a Masters of Science in Business Administration from the University of Massachusetts, and a Masters of Science in Taxation from Bentley College.  He is designated as an ABV (Accredited in Business Valuation) from the American Institute of Certified Public Accountants.  He specializes in complex accounting and auditing issues.  Steve is closely involved with his clients, who cover a wide range of industries including manufacturing, finance, real estate, retail and clients subject to PCAOB oversight (listed companies).  Steve began his audit career as a Federal bank examiner.

Robert C. Helman, CPA , PFS, CGMA a partner at Miller Wachman LLP is the third generation in his family to practice in public accounting.  His education includes a BA degree from Boston University followed by an MET degree in business and accounting.

Bob specializes in closely held family business, real estate partnerships, trust taxation and personal financial and estate planning.  He has earned specialty certifications as a Personal Financial Specialist and Certified Global Management Accountant from the AICPA.

He has been a CPA for over 40 years as he enjoys helping clients achieve their financial and personal goals.

Over the years, Bob has been involved with many civic and philanthropic organizations.

OUR AFFILIATION WITH HLB INTERNATIONAL

Miller Wachman LLP is a member of HLB International, "Local in Touch, Global in Reach", a world-wide organization of accounting firms and business advisors, each providing clients with comprehensive and personal services in auditing, taxation and accounting, as well as general and financial management advice.

Formed in 1969, HLB International has over 600 offices worldwide, helping clients do business in over 130 countries.  Its personnel resources comprise more than 2,100 partners and 19,000 staff.