Our friendly and professional staff at Kathleen J. Miller + Associates is the backbone of our organization. Every member of our staff is fully trained in their area of expertise, including additional hours of continuing education in their field each year.

Kathleen J. Miller, EA

Kathy Miller has been in tax practice since 1972 and became an Enrolled Agent in 1982. She has held office in the Northeast Chapter of Public Accountants Society of Ohio, Women Business Owners of the Western Reserve and Quota Club of Lake County. She has served as the President of the Ohio Society of Enrolled Agents and has been on the Internal Revenue Service District Director's Advisory Board.

Terri J. Miller, EA 

Terri Miller, her daughter, joined the practice in 2000. She graduated from Kent State University in 1984 with a BA in Business Administration and has several years experience managing small businesses. She is experienced in corporate and personal tax preparation, accounting, financial statements, payroll, business start-up, and financial and business consulting. Terri is an Enrolled Agent with the Internal Revenue Service, and the past President of the Greater Cleveland Chapter of the Ohio Society of Enrolled Agents.

Kathy Bryant “Katy” – Payroll Specialist 

Katy has been with Miller + Associates since May 2010. Katy serves as our Payroll Manager and handles the payroll processing and preparation and filing of payroll tax returns. 

Alyse Allison – Corporate Bookkeeping/Administrative Assistant

Alyse joined Miller + Associates in September 2017 and assists with corporate bookkeeping and personal tax return preparation.  Alyse assists with answering the phone and greeting clients. 

Diane Vistein - Receptionist

Diane serves as our part-time receptionist and handles all of the administrative duties in the office.  

The IRS does not endorse any particular tax return preparer. For more information on tax return preparers, go to IRS.gov.
 

 

We offer Tax Services / Bookkeeping and Accounting Services / Computer and Secretarial Services

Tax Services

  • Year-round Tax Preparation for Individuals and Businesses.

  • IRS e-file: Faster refunds, reduced data entry errors by IRS and Ohio, acknowledgement of receipt by tax agencies.

  • Preparation of all taxes including payroll taxes, sales taxes, and personal property taxes.

  • Amended taxes and prior year tax returns.

  • Audit representation at all levels of IRS and Ohio.

  • Offers in compromise with IRS and assistance in arranging payment terms.

  • Year-round tax planning, retirement planning, estate planning and education planning.

  • Assistance in organization of tax records for more efficient tax preparation, saving you preparation fees.

Free Electronic Filing
Individual Tax Returns
Corporate Tax Returns
Partnership Tax Returns
Estate and Trust Tax Returns
Retirement Plan Tax Returns
Tax Exempt Organization Tax Returns
Homeowners' Association Tax Returns
Tax Planning
Tax Audit Assistance

Bookkeeping & Accounting

  • Personalized bookkeeping services to suit your business needs.

  • Computerized bookkeeping systems: selection of bookkeeping programs, set up and implementation, training, review of existing systems.

  • Financial report preparation for management or financial institutions.

  • Selection of business entities and accounting methods.

  • Business, financial and tax planning to assist you in tax reduction, increased efficiency in operations and increased profit.

  • Payroll services and payroll tax preparation.

  • Analysis of your business practices.

  • Pension plan selection.

  • Management consulting and advice.


Computerized Bookkeeping
Financial Report Preparation
Loan Packaging
Probate Court Reporting for Estates & Trusts
Financial Management

Business Planning and Budgeting
Simplified Bookkeeping Systems
Billing Services
Payroll Services
Check Writing

QuickBooks Setup, Support and Training

Computer and Secretarial

  • Mailing Lists

  • Word Processing

  • Billing Services

  • Selection and Implementation of Automated Systems

  • Computer Systems Consulting

Our Success

Our success is dependent on your success. We strive to be the best partner possible in your business life.

 

Our tax professionals have a minimum of thirty hours per year in training, and are committed to contribute to your success and the success of your business.

Our Service Area

We service clients in Lake County, Cuyahoga County, Summit County, and Geauga County, Ohio including Mentor, Painesville, Kirtland, Willoughby, Concord, Chardon, Wickliffe, Willoughby Hills, Fairport Harbor, Eastlake, Perry, Chardon, Newbury, Burton, Greater Cleveland, and more.

Kathleen J. Miller + Associates
7351 Center Street, Mentor, Oh 44060

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Phone: 440-255-1541 ~ Fax: 440-255-9228
Terri Miller: tmiller@kathleenjmiller.com
info@kathleenjmiller.com

© 2018 Kathleen J. Miller + Associates. ~ All rights reserved globally.

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