Barbara J Miller CPA


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PERSONAL FINANCIAL PLANNING



It is easy to get caught up in of the activities and responsibilities of our day-to-day lives. And yet we need to think about the future, especially with respect to our financial well-being. For a modest investment of your time to help us get to know you and the life you want to create, we’ll help you craft a financial roadmap to meet your obligations, manage risk, and build wealth.



RETIREMENT PLANNING



Most of us look forward to the day when we have the means to bid farewell to our current occupations and explore new horizons. We can help you create a plan to attain financial independence and enjoy a comfortable retirement. This plan will consider your financial needs, your projected assets and income sources, tax treatments, and strategies to address projected shortfalls.



COLLEGE PLANNING



Whether higher education is right around the corner or years away, we will work with you to estimate the required resources, explore available options for funding, and develop a suitable savings plan.



ESTATE PLANNING



A well-conceived estate plan provides security for loved ones and an orderly succession of ownership for business interests. We will help you think through the disposition of your assets to address your preferences and concerns while steering clear of needless complication and tax liability.



INSURANCE ASSESSMENT



Despite the best intentions, each of us may face the unexpected. Although we cannot control everything that crosses our paths, we can protect ourselves and our families from the financial hardship that accompanies life changing events. We will advise you to seek insurance coverage of your life, disability, health, home, business and auto, that works with your budget.

• Reviewing and approve all tax filings with federal, state, and local agencies

• Performing an analysis of month end closing and business processes on a continuing basis to find areas for improvement for both time and cost savings.

• Managing relations with external auditors and investigating their findings and recommendations

• Assist with preparation for annual external audit and ensuring audit process is seamless and does not place undue stress on accounting department



Barbara J Miller CPA, PC



132 Stage Rd. Monroe, NY 10950


Call us: 845-783-4566


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