Principal
Lindsay Miller
CPA
Lindsay provides audit and accounting services to businesses across a range of industries, including real estate, manufacturing, technology, and financial services. She helps organizations address evolving financial reporting needs through audits, reviews, compilations, agreed-upon procedures, and employee benefit plan engagements. Her background also includes supporting clients in broker-deals and helping private wealth clients with complex reporting considerations.
Education
Ohio State University, Master of Science, Accounting
Trinity University, Bachelor of Science, Business Administration with a concentration in Accounting
Professional
American Institute of Certified Public Accountants
Texas Society of CPAs
Ask Me About
My family, living in Texas, and traveling
Service Expertise
Industry Expertise
Latest Insight
What Should You Know About Charitable Giving and Estate Planning in 2027?
The One Big Beautiful Bill (OBBB) Act, signed into law on July 4, 2025, rewrote several rules that affect how you give and how you pass wealth to the next generation. Most provisions took effect in 2026, so 2027 will be the first year many taxpayers plan around them from the start. Charitable Deductions Look […]