Key Personnel

As the managing shareholder, Russell J. Miller has planned and implemented strategic growth and tax reduction strategies for literally hundreds of fast growing, closely-held companies. His success is a direct result of his unique ability to evaluate complex situations, formulate creative alternatives and implement successful solutions.

Major project experience includes engagements in the fields of tax and estate planning, business valuations, strategic planning and merger/acquisitions transactions.

Paul D. Grossbard is Shareholder with professional expertise in sophisticated tax planning and compliance and financial reporting, and management consulting in the areas of financial structuring, organizational structuring, strategic planning, and budgeting.

Major project experience includes: professional services for real estate, distribution, manufacturing, service industries, restaurants, and a variety of others. Paul is actively involved in business valuations, lost profits/damage analysis, bankruptcy, and various family law matters. Assistance with legal counsel in planning and strategizing for examination of witnesses and trial has been a facet of these engagements.

Paul has also been actively involved in due diligence projects, merger/acquisition transactions, entity structure and restructuring for tax minimization, and business startups.

David Zell is the Director of Consulting Services with professional expertise in reducing client operating costs, solving business problems with technology, identifying inventory reductions, developing purchasing strategies that effect lower prices, revising organizational structures, reassigning staff responsibilities, developing corporate computer models, negotiating contracts and leases, lowering the cost of capital, and enhancing revenue.

Major project experience includes: developing strategic and business plans; computer modeling; equipment and software evaluations; drafting proposals and sales contracts; personnel assessments; due diligence; negotiating with banks, leasing companies and government agencies; mergers and acquisitions.

Kathryn V. Sanders is a Principal with professional expertise in taxation and financial reporting for closely-held enterprises.

Her experience consists of preparation and review of tax returns for a vast range of companies, including major construction projects, real estate holdings, manufacturers, resellers, wholesalers, and service providers.

Kathryn's expertise in both public and private sectors brings value-added service capabilities to a project engagement.

David Long is the Director of Assurance Services for Miller Grossbard & associates, P.C. with professional experience in auditing and accounting. David has extensive experience working with clients in the banking, retail, restaurant, construction, manufacturing and distribution, oilfield services and oil and gas industries.

Major project experience includes audit engagements for both public and closely-held entities, as well as attestation, review, and compilation engagements. David’s strong technical and business skills include a deep understanding of GAAP, SEC rules and regulations and internal controls.

Helen Martell is the Director of Tax Services working with high net worth individuals and closely held businesses.

During her career in public accounting, Helen has developed expertise in a variety of industries, including manufacturing, real estate, healthcare, services and oil & gas. In addition to specialization in income tax planning and compliance, Helen also has experience dealing with sophisticated estate and trust matters.

Sandy Burtchaell's experience as an assurance manager spans more than twenty years, focusing on providing audit, review and compilation services.

Sandy works with a wide variety of clients, including construction contractors, healthcare organizations, nonprofit organizations and employee benefit plans.

Barry Hollingshead is a tax manager working in the area of taxation and tax planning.

Barry's experience is primarily in the preparation and review of tax returns for the real estate industry but also includes manufacturers, the service industry, and various other industry segments. In addition, Barry acts as the outsource controller for one of the firm’s major real estate clients.

Brian Miller is a tax manager with professional expertise in sophisticated tax planning and compliance.

Major project experience includes: real estate holdings, manufacturing and service industries. Brian is actively involved in assisting clients with tax reduction strategies and entity structuring. In addition to a CPA certification Brian is also licensed by the state of TX in Life Insurance. While not in the business of selling and placing policies this experience allows Brian to better serve his clients and assist in various planning strategies.