Firm History and Client Types
Mission Statement: We grow our legacy by helping others create peace of mind knowing they are protecting the very people and things they work so hard for, thereby growing their own legacies. We do this by staying current on tax and accounting laws and by using the best tools and products available to help protect our clients’ financial well-being and the money they earn.
Our firm began in February, 2019, when Tami Miller, EA established a practice in Vancouver, WA after the CPA firm she worked at for 25 years closed. At that point she brought in her husband, Mark Miller, who is an independent insurance broker/producer as a joint business with him.
The accounting and tax practice focuses on small and mid-sized private sector businesses, non-profit entities and individuals. The financial services practice focuses retirement planning, potential tax-free retirement income supplementation, business succession as well as disability, (think paycheck insurance) and life insurance needs.
Our firm is growing and evolving as we provide services to our clients and we are taking care of their needs. We are excited to add staff as the demand arises. We currently have two IRS Enrolled Agents (EA’s), a licensed insurance producer and part-time staff. We provide service to clients throughout SW Washington and the Portland Metropolitan area. We have the ability to service clients in other states as well.
Our clients include but are not limited to:
- Non-Profit Entities
- Homeowner’s Associations
- Manufacturing Businesses
- Medical Doctor’s Practices, and Dentist’s Practices
- Lawyers, Engineers, and other Professional Practices
- Transportation Companies: mid-size Interstate and International Operators
- Retail Stores
- Contractors
- Ministers
- Trusts and Estates