Executive Profiles

The Miller Group, LLC
The Miller Group is the leading consulting firm assisting U.S. and multinational companies to obtain federal IRC §41 Research and Experimentation tax credits and State Research Tax Credits (when available). The combination of technical expertise, knowledge of the IRC regulations and extensive experience completing Research Tax Credit projects ensures that The Miller Group fulfills client needs by obtaining their maximum allowable Research Tax Credits. The Miller Group can help companies claim the Research Tax Credit for low-cost, highly competitive fees. (see Success Stories). Alternative approaches are available from our partners: The Miller Group Resource Information Xchange, LLC and RIX Technology®, LLC.

The Miller Group has obtained tens of millions of dollars in total Research Tax Credit benefits for our clients since 1992. Most of these companies now receive an annual Research Tax Credit for their continuing activities. The Miller Group clients take full advantage of tax planning opportunities to maximize their current Research Tax Credits.

The Miller Group has the extensive experience with tax regulations and the technical understanding of requirements for product development and manufacturing technology essential for achieving durable Research Tax Credit benefits. Even though the Research Tax Credit is not a "red flag" item, it is critical that companies claiming the Research Tax Credit properly substantiate the credit claimed. The full comprehension of the regulations, extensive project experience, and conservative project methodology of The Miller Group produces fail-safe, self-substantiating tax credit documentation for qualifying Research activities and expenses. Using our copyrighted documents and worksheets, The Miller Group has been extremely successful in defending Research Tax Credits in all IRS audits.

The Miller Group objective is to obtain the maximum allowable tax credit dollars for clients in the maximum number of tax years as quickly and inexpensively as feasible with the minimum impact on critical day-to-day company operations.

Marjorie Miller, Attorney & CPA and Principal Partner
Marjorie Miller is an Attorney, CPA and Principal Partner of The Miller Group. She has served on the Internal Revenue Service Advisory Council (IRSAC) for a three year term. Ms. Miller also served on the Large and Mid-size Business sub-committee.

Marjorie Miller, Managing Partner of The Miller Group (far right), celebrates the approval of MATRIX with John Petrella, IRS Industry Director, Heavy Manufacturing and Transportation and Richard Manoogian, Masco Chairman and Chief Executive Officer.

Serving on the Internal Revenue Service Advisory Council (IRSAC) allowed Ms. Miller to communicate directly with senior IRS tax policy decision-makers. She conveyed the business community’s perceptions of IRS’ activities and suggested operational improvements, offered constructive observations about IRS’ current or proposed policies, programs and procedures, and has advised the IRS Commissioner on particular issues having substantive effect on Federal tax administration.

Prior to her appointment on IRSAC, Ms. Miller was Vice-Chair of the U.S. Department of Treasury’s Citizen Advocacy Panel, created as part of the Restructuring and Reform Act of 1998. The Citizen Advocacy Panel works closely with the National Taxpayer Advocate who reports directly to Congress. Ms. Miller also served on the Bar Counsel Panel and State Lawyers Assistance Committee of the Oregon State Bar Association. She has been an adjunct professor at Marylhurst College Graduate School of Business and at Concordia University.

As a tax professional with a "Big-4" public accounting firm, Ms Miller observed that the technical characteristics of the Research Tax Credit require an expertise in manufacturing technology and software development that most CPAs do not have. Obtaining the maximum Research Tax Credit for clients requires the ability to communicate with operations, engineering and manufacturing personnel in their own terminology. She realized that the few large CPA firms with departmental "specialists" in the Research Tax Credit charged project documentation fees that are prohibitive for smaller businesses.

Historically over 80% of the 16+ billion dollar annual benefit from Research Tax Credits goes to the nation’s biggest companies with huge legal and accounting resources. Small businesses were typically unfamiliar with the federal and state Research Tax Credits and lacked a mechanism for obtaining their tax credit benefits.
Ms Miller formed The Miller Group to help businesses obtain, plan for, and sustain the benefits of the Research Tax Credit for affordable fees.