Business Details
21 Years
experience
Trusted Accounting & Tax Services in White House, TN
Millman CPA Strategic Solutions was established in 2005 to serve the tax, accounting, and consulting needs of individuals and small businesses in the Nashville area. Our firm combines local, attentive service with professional expertise, prioritizing listening as the foundation of lasting client relationships built on trust and respect. With over 30 years of experience in the accounting profession, our President Lisa Mays Millman brings a well-rounded perspective from roles at Fortune 500 companies, regional firms, and local partnerships. We offer tailored services including financial statement preparation, budgeting, bookkeeping, business formation, and QuickBooks implementation. Our tax planning and preparation services focus on minimizing future tax burdens while maintaining personal, friendly service. As a full-service CPA firm, we serve nonprofits, small businesses, and individuals with specialized solutions that address unique needs.Our commitment to excellence extends beyond client work through community involvement, including leadership roles in local organizations and founding the nonprofit Active Abundance for women's wellness retreats. We maintain memberships in the American Institute of Certified Public Accountants and Tennessee Society of Certified Public Accountants while building a trusted team to ensure continued high-quality, partner-level service. Our goal is to provide cost-effective solutions that reduce financial headaches through accurate reporting, time savings, and penalty avoidance. Clients benefit from direct access to experienced CPAs like Lisa Millman and dedicated staff members who combine technical expertise with personalized attention to detail.
Services
Tax Preparation
Small Business Accounting
QuickBooks Services
Non-Profit Accounting
Tax Planning
Details
- Year established: 2005
Highlights and features
- 30+ years of CPA experience from Fortune 500 and regional firms
- Personalized service tailored to unique client needs
- Certified Public Accountants on staff for tax expertise
- Specialized tax minimization strategies for long-term savings
- Active community involvement and local business understanding
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate filing while minimizing future tax burdens. We handle individual, business, and nonprofit tax returns with personalized attention to detail. Our CPAs stay current with evolving tax codes to maximize legitimate deductions and credits for optimal financial outcomes.
Small Business Accounting
We provide complete accounting solutions for small businesses including financial statement preparation, budgeting, and bookkeeping. Our services support informed decision-making through accurate financial reporting and cash flow management tailored to each business's unique needs and industry requirements.
QuickBooks Services
Our QuickBooks specialists implement and optimize accounting systems for efficient financial management. We offer setup, training, and ongoing support to help businesses streamline bookkeeping processes while maintaining accurate, real-time financial records for better business insights.
Non-Profit Accounting
We deliver specialized accounting services for nonprofit organizations including grant tracking, compliance reporting, and fund accounting. Our team understands unique nonprofit financial requirements and provides tailored solutions to maintain regulatory compliance while supporting organizational mission goals.
Tax Planning
Our proactive tax planning services develop strategies to minimize future tax liabilities. We analyze current financial situations and business operations to create customized plans that optimize tax positions while aligning with long-term financial objectives through ongoing advisory relationships.
People
Lisa Mays Millman
President & Founder
CPA with 30+ years of experience from Fortune 500 companies and regional firms. Founded Millman CPA in 2005 to provide accessible accounting services while maintaining community leadership roles and founding Active Abundance ministry.
Clayton Stickel
Staff Accountant
Supports Client Accounting Services and tax departments while pursuing CPA certification. Applies strong attention to detail to financial reporting and tax compliance, balancing technical expertise with client service excellence.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including financial statements, budgeting, bookkeeping, business formation assistance, and QuickBooks implementation tailored to each company's specific needs.
How do you help clients with tax planning?
We develop customized tax strategies to minimize future liabilities through ongoing advisory services, analyzing financial situations to optimize tax positions while ensuring compliance with current regulations.
Do you work with nonprofit organizations?
Yes, we offer specialized accounting services for nonprofits including grant tracking, compliance reporting, and fund accounting to support mission-driven organizations while maintaining regulatory requirements.
What makes your firm different from other accounting services?
Our combination of Fortune 500 experience with personalized service, 30+ years of CPA expertise, and commitment to community involvement creates unique value for Nashville-area businesses and individuals.
