Miles & Thirion

2050 Proctor Road Suite F
Sarasota, FL 34231
Phone: 941.929.7725
Fax: 941.929.7726
Email: info@miles-thirion.com

 
 
Miles & Thirion CPA Firm, Inc.A trusted full-service accounting firm

At Miles & Thirion CPA Firm, Inc., we offer a complete range of accounting, tax, and consulting services tailored to meet the needs of our individual and business clients. Miles & Thirion is ready and able to be your trusted advisor, delivering the services you need, when you need them.

 
Accounting and Bookkeeping ServicesA complete range of services tailored to your needs

Your expert source for general ledger & financial statement preparation, bookkeeping, personal financial statements, new-business accounting setup, and IRS problem resolution.

 
Tax ServicesFull-service tax planning and
preparation for individual and
business clients

Personalized, quality service for corporations, partnerships, LLCs/LLPs, not-for-profits, estates and trusts, and individuals.

 
Specialty AreasBeyond the basics

Wealth preservation and transfer, financial planning, retirement, divorce, international consulting, and more.

 
Miles & Thirion, CPA Firm, Inc.A trusted full-service accounting firm

At Miles & Thirion, CPA Firm, Inc., we offer a complete range of accounting, tax, and consulting services tailored to meet the needs of our individual and business clients. Miles & Thirion is ready and able to be your trusted advisor, delivering the services you need, when you need them.

 
Accounting and Bookkeeping ServicesA complete range of services tailored to your needs

Your expert source for general ledger & financial statement preparation, bookkeeping, personal financial statements, new-business accounting setup, and IRS problem resolution.

 
Tax ServicesFull-service tax planning and
preparation for individual and
business clients

Personalized, quality service for corporations, partnerships, LLCs/LLPs, not-for-profits, estates and trusts, and individuals.

 
Specialty AreasBeyond the basics

Wealth preservation and transfer, financial planning, retirement, divorce, international consulting, and more.

 
 
Specialty Areas
 

Wealth Preservation and Wealth Transfer

   
    RKnuth@miles-thirion.com
In the ever-changing and complex area of estate and trust planning and taxation, it is wise to have a plan and a proactive team of professionals to advise and guide you through the process. It is not something that is easy to discuss with loved ones but it is essential if you want to preserve your wealth and transfer it to your family members and/or charities in a tax-efficient manner.

Miles & Thirion collaborates with attorneys and investment advisors to form a team concept for your benefit. We hope by doing this we can simplify the process for you and your family. In an area of significant changes in recent years, our team will review your estate plan on an annual basis to ensure that your goals will still be achieved. An estate plan is appropriate at any age, particularly at times of life changes.

  • Estate & Gift Tax Planning
  • Estate & Trust Analysis and Review
  • Estate & Trust Accounting
  • Estate, Trust & Gift Tax Returns
  • Charitable Gift Planning including Private Foundations
  • Representation before the IRS
  • Business Succession Planning

Divorce Support 

KSaba@miles-thirion.com
Preparation of:
  • Financial Affidavits
  • Certificate of compliance with mandatory disclosure
  • Calculations for alimony recapture and alimony modification
  • Child Support calculations
  • Lifestyle analysis
  • Investigative Accounting
  • Business valuations
  • Income tax planning
  • Mediation support
  • Expert witness testimony
  • Financial planning and budgeting during and after the divorce

Retirement Plan Services 

EBledsoe@miles-thirion.com
Our retirement plan team has been advising clients for over 20 years. Our first goal is to meet the needs and objectives of the employer. We recognize that each employer has specific needs, ranging from a plan designed as an employee benefit to a plan designed to maximize contributions for the owners of the company. We have the ability to evaluate and compare various plan designs and provide the owners of the company innovative options to maximize the owners' contributions and tax deductions. 

We are third-party administrators providing annual administration services for self-employed individuals up to mid-sized business for all types of defined contribution plans, including 401(k) plans, Profit Sharing Plans, Safe Harbor Plans and Cross-Tested Plans. 

One of the main considerations for implementing a retirement plan is the ability to accumulate pretax benefits for your retirement.  Contributions to a retirement plan are contributed on a pretax basis and are only taxed when they are withdrawn.


Retirement plan services include

  • Plan analysis and feasibility study
  • Plan design, implementation, and drafting of the plan document
  • Defined Contribution plan recordkeeping and administration
  • Defined Benefit plan services through outside actuary 
  • Annual compliance testing and government reporting
  • Consulting services
  • Employee education meetings
  • Contribution calculations
In conjunction with our actuary partners, we have the ability to facilitate Defined Benefit and Cash Balance plans. 


Financial Planning

  •    
        NVafeas@miles-thirion.com
    Cash Flow and Budgeting
  • Personal Financial Statements (Net Worth Statements)
  • Risk Analysis and Insurance Review
  • Investment Review
  • Retirement Planning
  • Income Tax Planning
  • State Tax Planning
  • College Education Funding and Planning





International Tax Services 

 

  • Income Tax Preparation for Non-Resident Aliens & Foreign Corporations
  • Estate & Gift Tax Preparation for Non-Citizens
  • Acquisition of U.S. Tax Identification Numbers
  • Tax Treaty Consulting
  • Immigration Support
  • Non-Resident Alien Sale of U.S. Real Property

nnONNoNon-Resident AN  

RKnuth@miles-
thirion.com