Business Details
50+ Years
experience
Trusted Accounting & Audit Services for Business Success
At Miller Kaplan, we prioritize listening before advising, a philosophy that has established us as one of the top certified public accounting firms in the United States. With over 75 years of expertise, our team of trusted advisors delivers comprehensive accounting, audit, business management, tax, and consulting services tailored to high-net-worth individuals, startups, Fortune 500 companies, and nonprofits. Founded in 1941, our firm combines technical proficiency with industry-specific insights, ensuring clients remain compliant, grow strategically, and prepare for future challenges.We specialize in audit assurance, tax planning, business management, and risk advisory, serving industries such as entertainment, technology, and employee benefits. Our commitment to personalized service and a 360-degree approach allows us to adapt to evolving client needs, exemplified by a 15-year case where a $2M tech client grew to $200M under our guidance. With a national presence across Los Angeles, San Francisco, Seattle, Denver, Sun Valley, and Dallas, we blend local expertise with global reach to empower organizations and individuals.
Services
Audit & Assurance
Licensing & Royalties
Tax Services
Business Management
Risk Advisory
Information Security
Consulting
Industry Metrics
Financial Statement Audits
Payroll Audits
Details
- Year established: 1941
Highlights and features
- We offer decades of experience in accounting, audit, and tax services.
- Our team specializes in niche industries like entertainment, technology, and employee benefits.
- We provide personalized, 360-degree solutions tailored to evolving client needs.
- We combine technical expertise with strategic advisory for compliance and growth.
- Our national presence ensures local insights with global capabilities.
Services
Audit & Assurance
Miller Kaplan delivers comprehensive audit and assurance services, including financial statement audits, reviews, and compilations. With decades of experience, we ensure compliance with U.S. GAAP, internal control assessments, and tailored procedures for industries like technology and employee benefits. Our approach combines technical rigor with practical insights to enhance client processes and stakeholder confidence.
Tax Services
We offer expert tax solutions for businesses, nonprofits, and individuals, navigating complex federal and state regulations. Our services include tax controversy resolution, SALT deduction planning, and strategic compliance for high-net-worth clients. With professionals like tax attorneys and specialists, we minimize liabilities while ensuring adherence to evolving laws.
Business Management
Our business management services focus on strategic operations for artists, entrepreneurs, and organizations. We handle financial oversight, licensing agreements, and royalty audits, allowing clients to concentrate on core activities. This includes managing patent pools and advising on capital funding and infrastructure analyses.
Risk Advisory
Miller Kaplan's risk advisory services strengthen internal controls and address vulnerabilities in areas like SOX compliance and IT security. We conduct internal audits, assess regulatory risks, and implement scalable solutions to protect assets and ensure legal defensibility, leveraging 20+ years of information security expertise.
Payroll Audits
We specialize in payroll compliance audits for employee benefit plans, ensuring adherence to collective bargaining agreements and ERISA regulations. Our team identifies contribution overpayments or underpayments, providing actionable recommendations. With dedicated professionals and decades of experience, we help plan boards fulfill fiduciary responsibilities efficiently.
People
Ed Avaness
Partner / CPA
Ed Avaness has 30 years of experience in public accounting, specializing in employee benefit plans and labor organizations. He leads several of Miller Kaplans largest client engagements, offering strategic compliance and audit solutions.
Michael Kaplan
Managing Partner / CPA
Michael Kaplan provides straightforward advisory services, helping clients meet and exceed financial goals. With extensive experience, he oversees audit and tax strategies while leading the firms growth initiatives.
Nicholas Sanchez
Partner / Tax Attorney
Nicholas Sanchez, a tax attorney with 15 years of experience, focuses on the tax implications of settlements and judgments. He advises clients on complex federal and state tax law compliance matters.
Kelly Fox
Partner / CPA
Kelly Fox specializes in financial statement audits for employee benefits plans and nonprofits, bringing nearly 25 years of experience. She ensures accuracy and compliance for clients through detailed audit procedures.
David Lam
Partner / CISSP / CPP
David Lam leads information security management services, helping clients protect data and optimize technology usage. His expertise spans cybersecurity frameworks, risk assessments, and regulatory compliance strategies.
Questions
What industries does Miller Kaplan specialize in?
Miller Kaplan serves entertainment, technology, employee benefit plans, labor organizations, nonprofits, and professional services firms, offering tailored accounting and advisory solutions.
How does Miller Kaplan approach client consultations?
We listen first to understand your goals, then develop a 360-degree strategy combining audit, tax, business management, and risk advisory services for comprehensive results.
What sets Miller Kaplan apart from other accounting firms?
Our industry-specific expertise, 75+ years of experience, and personalized service differentiate us. We focus on niche markets like payroll audits for ERISA plans and patent pool administration.
Do you offer services beyond traditional accounting?
Yes, we provide risk advisory, information security management, licensing compliance, and business consulting, addressing modern challenges like cloud computing tax implications.