Services

Tax Services

Miller Kaplan is an invaluable resource you can rely on for all your tax services. We offer expert solutions for all the tax issues our clients encounter on a daily basis. Whether you’re a business seeking advice on tax planning, or a high net worth individual who wants assistance managing your estate, Miller Kaplan’s CPAs specialize in providing expert tax services and other financial services.

Our federal, state and international tax services are comprehensive and include:

Proactive Tax Planning

We are as tax-driven as our clients. What distinguishes Miller Kaplan from other CPA firms is how we integrate all facets of clients’ lives into the tax planning we recommend. Learn more>>

Federal, Multi-State and International Tax

While all CPA firms provide tax services, Miller Kaplan distinguishes itself with a unified, full-service approach to tax planning. We are notable for our steadfast regulatory compliance and strategic approach to tax planning. Learn More>>

Estate, Gift and Trusts

Our tax planning services offer clients a highly integrated approach that balances their wishes for intergenerational wealth transfer, asset protection, capital accumulation and future business success. Learn More>>

Unrelated Business Income Tax (UBIT)

Miller Kaplan has extensive experience managing clients’ UBIT reporting burden, as required by federal and state tax authorities. We are actively involved in the non-profit and tax-exempt sectors, ensuring that our team of CPAs brings efficiency and value to every account we take on. Learn More>>

Tax Controversy

We help clients navigate complex tax issues such as notice defense tax, tax audits, and voluntary disclosures. We also provide litigation support to taxpayers and their counsel.

Rulings and Tax Opinions

We help clients address complex matters through tax agency rulings and tax opinions. Our experience includes over 39 successful requests for rulings and extensive tax opinion preparation regarding diverse tax issues. Learn More>>

Claims Administration, Taxation, and Validation

In addition to our work with the United States Securities and Exchange Commission, our firm serves as the tax administrator for many other settlement funds, including those resulting from government enforcement actions, self-directed distributions and class action settlements. Learn More>>

Miller Kaplan is a trusted CPA firm that specializes in accounting and tax services. If you need assistance with tax planning, or other tax services, contact Miller Kaplan now to request an appointment, or learn more about our tax services and how we can help.

Questions about our Tax Services? Let us know.

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Service Contacts

Barbara Kogen

Los Angeles


818.769.2010

Grant Miller

Los Angeles


818.769.2010

Jude Damasco

San Francisco


415.956.3600

Julia Damasco

San Francisco


415.956.3600