We take the time to understand your goals, your concerns, and how your business operates. A lot of our work centers on S corporations, partnerships, and other closely held businesses, along with the individual returns for their owners. We’ve worked with clients across retail, professional services, legal practices, and consumer-focused businesses, and we tailor our approach to the realities of your industry. The goal is simple: provide tax advice you can trust, practical accounting solutions you’ll actually use, and a long-term professional relationship that grows alongside you and your business.
We don't show up once a year, file your return, and disappear. Our services are designed to support you year-round with planning, compliance, and tools that make running your business easier.
Our plans are customized to your needs and goals. We want to work with you to plan ahead for the next year. Our ideal client wants to be proactive about their taxes and not just react to them. We are available to answer questions and provide guidance throughout the year.
No one likes getting a letter from the IRS. We help you understand what it means, respond the right way, and resolve it as smoothly as possible. Because we know what triggers notices, we prepare your returns to minimize the risk of receiving one.
We run a modern firm that treats technology as a way to improve your experience. That means faster turnarounds, simple communication, and a smoother process from start to finish. Working with your CPA should feel easy and we make sure it does.
Hear what clients say about working together.
“Kyle has been helping me navigate my stock options and grants for a few years now. He has advised me on complex exercises and liquidity events for large well‑established companies as well as small startups that I have worked for. He is always able to explain the trade‑offs and implications in plain English so that I fully understand the decisions that I am making. Kyle is incredibly trustworthy and is the first person that I reach out to when making a big financial commitment because he knows what he is talking about and will always help me make the decision for my situation.”
“When it comes to my tax needs, Kyle is the most reliable and responsive CPA I have ever partnered with. He fosters his business relationships with the same family values he’s built the foundation of his character around. The services he’s provided have always been completed ahead of schedule and well organized. Kyle sets time aside out of his schedule to ensure he’s available to answer any questions I have, leaving me very confident that my personal affairs are being well managed. As my portfolio continues to grow, I’m looking forward to taking advantage of more services in Kyle’s repertoire because I am able to trust the quality and integrity of his work.”
“As a Project Manager at McMillan Electric, I've had the opportunity to work with many financial professionals over the years, and Kyle Milner stands out for all the right reasons. Kyle brings a rare combination of technical expertise, clear communication, and genuine professionalism. His ability to break down complex financial matters into practical, actionable guidance has been invaluable. Kyle is thorough, honest, and proactive. Those qualities build immediate trust. He consistently delivers accurate work on time, keeps projects moving smoothly, and provides insights that help us make confident decisions. Whether addressing day-to-day accounting needs or navigating more complex financial questions, Kyle has proven himself reliable and exceptionally capable. I highly recommend Kyle to anyone seeking a CPA who is knowledgeable, attentive, and truly invested in his clients' success.”
We are taking on a limited amount of clients for the 2025 tax year. We aim to grow at a pace that allows us to provide exceptional service to all clients. Visit our services page and secure your spot before we fill up.
