New Clients Receive 20% OFF FIRST Tax Preparation & Filing
Ron's Credentials:
IRS Electronic Filing Identification Number (EFIN): 569741
IRS Preparer Tax Identification Number (PTIN): P00758919
Licensed Life, Health, and Annuity producer in the States of NC & NJ.
National producer #: 7415336
NJ license #: 8107759.
Ron J. Miller – Tax Accountant & Financial Consultant has been in the Financial Services business for over thirty years and has a vast wealth of experience and knowledge. He is a graduate of both Queens College, NY and The American College, Bryn Mar, PA, with a double major of Accounting & Business Management.
Ron is currently provides tax preparation services and is also a licensed life and health insurance agent. His former experience includes being a mortgage broker and holding a Series-6 securities license for 15-years. With his diverse financial experience, he has the capabilities to secure your financial future while saving you taxes.
In 1992, Ron founded All In One Financial Services, an independent financial services practice which successfully meets his client’s objectives by creating peace of mind and financial security for multiple generations by solving problems and improving their quality of life. If you have questions and concerns give him a call. Your initial consultation is always free and tax preparation rates are very reasonable.
Ron and his wife Susan are avid hikers. In 2010 Ron also founded and organized a meet-up hiking group called WNC Easy Hikers. Since moving to Asheville NC from NJ in 2006 he has led over 800 hikes with over 15,000 people. Due to COVID WNC Easy Hikers was dissolved in 2020. On an average year we had between 350-400 members. We still maintain relationships with many of them and continue to hike every week.
Testimonials:
Here are some words from a few of the hundreds of people I have helped over the years. This has resulted in my having many happy and satisfied clients'. I have the honor of serving multi-generational families, now including the third generation.
"The info you gave me was most helpful and gave me reassurance as well as comfort. I am now able to accept my situation and to act accordingly. Thank you for your time and patience. D. Saldutti
"I hope that you know how good I feel knowing that you are looking out for my interests." A. Sluder
"I was delighted to refer my mother to you and I'll continue to refer people to you. In this age of economic insecurity it's crucial to find a knowledgeable and trustworthy financial advisor. My fear and anxiety about my monetary future have been relieved. Thank you for everything you've done for me and my family." E. Wilde
"Thank you, so very much for all those years of service, especially for me, you have been a tremendous HELP! I'm deeply appreciative". M. Miorelli
"I met you at a very fragile time in my life and I really appreciate all your help." D. Callahan
"You have been so wonderful to me. Phones, faxes, e-mail are all fine but they can't be the same as your physical presence. However, knowing how much time you spent with us and for us, and how grateful I was to have your help through Jim's passing, I could never thank you enough!" J.& R. MacIntyre
"Thank you for the great proposal. How you were able to put it together so quickly is hard to imagine, but not untypical of the usual alacrity with which you respond to your clients' needs. We will follow your recommendations to the letter. Again, Ron, thanks for the new plan." J. & E. Downes
"We want to thank you for taking care of our needs in such a quick manner and sending us your DVD. We found it most interesting and educational.Thanks to you we've been able to go on Ocean Cruises, European River Cruises, the Islands and many winter get-a-ways to Florida." J. & B. Baine
"Thanks for all your help. Sometimes, just talking to you is all the help I need." P. Reeves
"Just a note along with a Christmas card to let you know we appreciated your help" J. Adams
"The information you gave me was most helpful and gave me re-assurance and comfort". D. Villa
National Society of Accountants Code of Ethics:
I. Members of this Society shall not violate the confidential relationship between themselves and their clients or former clients.
II. Members of this Society shall not offer or render a professional service for a contingent fee during any period when the professional service consists of an audit, a review, or a compilation engagement, including the period of time covered by any historical financial statements involved while performing those engagements; further, a member may not charge an unconscionable fee for representing a client in a matter before the Internal Revenue Service, in accordance with the ethics requirements in Treasury Department Circular 230.
III. Members of this Society, or a firm of which a member is a partner or shareholder, shall neither express an opinion on, nor perform a review or compilation of, financial statements of an enterprise unless they and their firm are independent of such enterprise. Accordingly, members shall not express an opinion or perform a review or compilation of financial statements of an enterprise financed in whole or in part by public distribution of securities, or on financial statements for use as a basis of credit if they or members of their immediate family own or are committed to acquire a substantial financial interest in the enterprise, or during the period covered by an audit, review, or compilation in which they have been a director, officer or employee. If a member is not independent with respect to the engagement, the lack of independence should be noted in the transmittal letter or accountant’s report accompanying the financial statements.
IV. Members of this Society shall not allow any person(s) to practice in their corporate, partnership or individual name who is not a partner, professional corporation co-shareholder or in their employ.
V. Members of this Society who render professional services shall not at the same time engage in any business or occupation that would create a conflict of interest.
VI. Members of this Society shall be diligent, thorough, and completely candid when expressing an opinion or other assurance on financial statements that have audited, reviewed, or compiled. Members shall not sign an audit report purporting to express their opinion as a result of an audit or examination of financial statements unless they, or members or employees of their firms, have audited or examined the financial statements.
VII. Members of this Society shall not permit their names to be used in conjunction with any special purpose statement prepared for their clients that anticipates results of future operations, unless they disclose the source of the information used, what assumption they have made and indicate they do not vouch for the accuracy of the forecast.
VIII. Members of this Society shall not receive a commission for recommending or referring any product or service to a client or for recommending or referring any product or service to be supplied by a client. Members shall not receive a commission from a client for whom the member also performs an audit or review of a financial statement; a compilation of a financial statement when the member expects or reasonably might expect that a third party will use the financial statement and the member’s compilation report does not disclose a lack of independence or an examination of prospective financial information.
IX. Members of this Society shall not seek to obtain clients by advertising or other forms of solicitation in a manner that is false, misleading, or deceptive.
X. Members of this Society who engage in the practice of accountancy may use any form of entity allowed by law or regulation. The firm name used shall not be misleading.
XI. Members of this Society who receive an engagement for services by referral from another accountant shall not discuss or accept an extension of their services beyond the specific engagement without first consulting with the referring practitioner.
This Code of Ethics is a condensation of the principles contained in the Society’s Rules of Professional Conduct and Official Interpretations that are binding in detail on all members.
