Gregory Miller, CPA, PFS, CVA

Shareholder

As a partner, Greg works with his clients to help them reach their business and financial goals. He oversees accounting and auditing engagements and is very active in tax and other planning for business clients and their owners.

Greg builds trusting relationships. Clients rely on his guidance to help with business decisions ranging from the negotiation of financing packages to planning the transition of a family business to the next generation. He has earned a reputation for being a valuable resource in consulting with business owners and individuals to achieve successful results.

Greg began his career with the firm in 1991. He has held several leadership roles within the firm including Accounting and Auditing Department Head and Chair of the Quality Control Committee.

He is married to Caroline and has three children. Away from the office, Greg also enjoys nightly walks with the family dog ‘Indy’. Other interests include reading fiction novels, biking, yardwork and downhill skiing when time permits during tax season. Being active in the community is also important to Greg.

Memberships & Affiliations

• Board member of the Small Business Council of Rochester, serves as Treasurer and chair of the ‘SBC Cares’ program
• Board member and Treasurer of the Rochester Rotary Charitable Trust