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
California Extends Sales Tax to Prewritten Software and SaaS, Effective January 1, 2027
Beginning January 1, 2027, businesses that sell software or Software-as-a-Service (SaaS) to customers in California (or businesses that purchase it) will be subject to the state’s sales and use tax for the first time. This change comes as part of California’s state budget, signed on June 29, 2026. Senate Bill 122 (S.B. 122) extends California’s […]