Vitale & Miller, PA was formed in 1994 when Greg Vitale, CPA & Lenny Miller, CPA decided to open a local Hollywood CPA firm.
Greg and Lenny believed that combining Greg's tax experience with the Internal Revenue Service and "Big Four" firm Deloitte & Touche, and Lenny's years of small business accounting experience, would create a CPA firm that would serve small business and individuals with tax planning, accounting, consulting and financial planning services.The firm's philosophy has been to provide "hands on" service to its clients.
Greg and Lenny believed that combining Greg's tax experience with the Internal Revenue Service and "Big Four" firm Deloitte & Touche, and Lenny's years of small business accounting experience, would create a CPA firm that would serve small business and individuals with tax planning, accounting, consulting and financial planning services.The firm's philosophy has been to provide "hands on" service to its clients.
Services
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Vitale & Miller, P.A. is a local accounting firm with a wide range of clientele. The firm personnel consists of four degreed accountants, one para-professional and one administrative assistant. The combined years of experience of the firm is in excess of one hundred years. Vitale & Miller, P.A. offers a wide range of client services.
Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews (4)
Eduardo Montes-Bradley
Jul 22, 2021
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Tricia Sk
Dec 15, 2020
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George Wash
Dec 08, 2020
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This company is one of the worse I have used. They don't provide any advise or guidance that would save money, even when it is important and would take them 5 minutes to do that and If you ask questions they rush you, making you feel like they don't want to waste time unless they are making money. They just want you to drop your papers, don't ask any questione, and give your credit card.They cost me a lot of money, I recommend to stay away from them.
Sherry Schoenheit P. A.
Jul 06, 2020
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