Lenis Kaplan
Professional Services Firms
We eliminate the traditional barriers between service segments to deliver an integrated, 360-degree approach engineered precisely for your highest strategic objectives.
Expertise
Precision services tailored for complex environments.
Our Commitment
We will exceed your expectations with the level of consultation and collaboration we provide.
Audit
Rigorous independent evaluations designed to provide clarity, transparency, and absolute confidence.
Accounting
Advanced operational accounting frameworks built to scale alongside your evolving enterprise needs.
Tax
Strategic planning and compliance architectures designed to mitigate risk and optimize financial position.
Business Management
Comprehensive operational orchestration enabling leaders to focus on core visionary growth.
Licensing & Royalties
Intricate structural verification and asset protection pipelines for intellectual property rights.
Information Security Management
Enterprise-grade digital defense frameworks safeguarding vital proprietary data assets.
Industry Metrics
Deep analytical modeling and market telemetry to benchmark performance and drive critical decisions.
Consulting
Forward-looking, multi-disciplinary guidance designed to navigate paradigm shifts and industry disruptions.
Selected Work
A diverse network of institutional and private clients.
Client Ecosystem
Our client base is comprised of high-net-worth individuals, start-ups, Fortune 500 companies – and everything in between.
Industries Served
- Entertainment
- Professional Services Firms
- Employee Benefit Plans
- Labor Organizations
- Technology
Credentials
Industry leadership recognized at the highest levels.
Northern California Accounting Firm Awards
Jesse Ward, Nicky Lipset, and Mac Waite were recognized among the Top 50 Partners in the Northern California Accounting Firm Awards, while Senior Manager Suzanna Chau was a finalist for the Next Generation Award.
The Firm
Our core philosophy and strategic insights.
Advisors You Can Trust
Miller Kaplan’s team of trusted professionals has the technical and industry expertise to help you and your organization succeed.
Strategic Regulatory Insight
Section 530A accounts, also known as “Trump accounts,” are available for contributions as of July 4, 2026. Created by last year’s One Big Beautiful Bill Act, they’re custodial, tax-advantaged accounts opened by a parent or guardian for an eligible child under age 18. In late June, the IRS issued Revenue Procedure 2026-25, which, among other things,
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Direct Inquiries
- Phone:
- Email: dr@service.com