About us
Two Decades of Trusted Local Leadership
Based on Bainbridge Island, Miller & Associates is a proud woman-owned, family-run CPA firm serving our local community and clients nationwide since 2001. By investing time and deep care into your unique story, we build lasting partnerships that deliver true financial peace of mind.
Meet Our Founder
Lori A. Miller, CPA, MST, CFP® (She/Her)
Bridging Elite Corporate Strategy with Personalized Wealth Management
Lori A Miller is a highly credentialed financial strategist with over three decades of experience navigating the complexities of tax law and wealth planning. Armed with a Master of Science in Taxation (MST) and the prestigious Certified Financial Planner (CFP®) designation, she brings a rare, dual-perspective approach to every client’s financial portfolio.
The Foundation of Excellence:
Lori launched her career in San Diego at Deloitte, specializing in advanced tax compliance within the demanding environment of a "Big Four" global accounting firm. Her sharp analytical skills and strategic insight drove her quick advancement into Senior Management, where she oversaw complex tax portfolios for high-net-worth clients and corporations.
A Personalized Vision for Tax & Wealth:
Driven by an entrepreneurial spirit, Lori founded Miller & Associates in 2001. Her vision was simple: to bring elite, corporate-grade financial precision to local businesses and families, delivered through a collaborative, relationship-first partnership. Under her leadership, the firm has become a trusted Pacific Northwest fixture built on integrity, clear communication, and proactive wealth protection.
Meet Our Staff
Maggie is a licensed Certified Public Accountant who brings a unique, tech-forward perspective to our firm’s tax and advisory team. A proud University of Washington alumna, she combines rigorous modern accounting expertise with a strong foundational background in data integrity and digital compliance.
A Unique Edge in Data Security:
Before transitioning to public accounting, Maggie launched her career in the medical field, specializing in information security, data processing, and strict data protection. In an era where financial data privacy is paramount, her specialized background ensures our clients’ most sensitive financial information is handled with the highest standards of security and precision.
Academic & Professional Excellence:
Driven by a passion for financial strategy, Maggie returned to the University of Washington to complete an advanced accounting curriculum. Through dedicated practical experience and rigorous study, she successfully achieved her CPA designation. Today, she delivers accurate tax compliance and fresh, analytical problem-solving to help our individuals and businesses thrive.