Lenis Kaplan
Professional Services Firms
Our client base is comprised of high-net-worth individuals, start-ups, Fortune 500 companies – and everything in between. We operate across a diverse cross-section of industries including entertainment, professional services firms, employee benefit plans, labor organizations, and technology.
Our Expertise
We will exceed your expectations with the level of consultation and collaboration we provide.
Audit & Assurance
Rigorous evaluation framework tailored to provide clarity and absolute compliance.
Accounting
Precision financial systems to drive accurate measurement and organizational health.
Tax Advisory
Advanced mitigation strategies and structured frameworks optimized for current regulations.
Business Management
End-to-end stewardship enabling seamless administrative operations for complex organizations.
Licensing & Royalties
Maximizing portfolio returns through dedicated auditing and intellectual property evaluation.
Information Security Management
Deploying next-generation digital defense to safeguard valuable corporate intelligence.
Industry Metrics
High-fidelity predictive analytics modeled to position your venture competitively.
Consulting Services
Custom diagnostic advisory sessions addressing unique organizational friction points.
Selected Work
Operational architecture designed with fluid alignment and borderless collaboration.
The 360-Degree Engagement Framework
Here, there are no barriers between service segments to get in the way of the best engagement for you. You tell us what you want to achieve and we develop a 360-degree approach that unifies audit, business management, and consulting into a single point of alignment.
Credentials & Recognition
Exemplary validation of industry-leading professional capability and service standards.
Awards & Peer Recognitions
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.
Northern California Accounting Firm Awards Committee
Regulatory Advisory Spotlight
Section 530A Accounts ("Trump Accounts")
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, outlines specific administrative directives.
The Firm
Advisors you can trust.
Technical & Industry Excellence
Miller Kaplan’s team of trusted professionals has the technical and industry expertise to help you and your organization succeed.
Client Ecosystem
Our client base is comprised of high-net-worth individuals, start-ups, Fortune 500 companies – and everything in between. They come from a diverse cross-section of industries including entertainment, professional services firms, employee benefit plans, labor organizations, and technology, among others.
Start a Conversation
Request a consultation with our specialized advisory team.
Direct Channels
- Primary Advisory Line (800) 656-5765
- Secondary Corporate Line (800) 545-6566
- Direct Digital Inquiries dr@service.com