Tax Planning – Businesses, Individuals and Families

After providing tax-planning services to businesses, individuals and families for more than 70 years, there are valuable lessons we have learned and continue to share with clients: a unified and strategic approach can make all the difference.  Effective tax planning does not happen in isolation.

We are as tax-driven as our clients.  In addition to our comprehensive tax compliance services, Miller Kaplan Arase LLP provides a wide array of tax planning services, as expected from a full-service CPA firm.  What distinguishes Miller Kaplan is how we integrate all facets of clients’ lives, such as short and long-term business and wealth transfer goals, into the tax plans we recommend.

All Inclusive and Timely Tax Strategies

Part of our big-picture perspective is staying current on new tax laws and regulations, and regularly informing clients of new opportunities, and ideal times to shift strategies.  We also assist clients in assessing, improving and monitoring tax controls, functions and processes.

Our tax planning services take into account federal, local, state and international tax liabilities.  We often draw upon our resident expertise in estate, gift and trusts, as well as industry best practices, when appropriate.

Service Contacts

Jude Damasco

San Francisco


Julia Damasco

San Francisco


Michael Kaplan

Los Angeles


Nicholas Sanchez

San Francisco