Focused on what drives you.
About the firm
About the firm
Miller Levy CPA was founded to bring a modern relationship-driven approach to professional accounting and tax. We combine depth of experience with the responsiveness and clarity that today’s clients expect.
Drawing on years of experience in advisory and public practice, we deliver practical insight and dependable guidance to help clients manage growth and complexity.
We provide comprehensive accounting, tax, and advisory solutions to help businesses operate efficiently and make informed decisions. Our core areas include:
Accounting & Assurance
Compilation, Review, and Audit Engagements, financial reporting, and performance insights.
Corporate and Personal Tax
Tax planning, compliance, and advisory for businesses and individuals.
Trust and Estate Planning
Trust and estate structuring, compliance, and tax planning.
Business Advisory
Transaction support, structuring, and financial analysis.
Consulting & CFO Services
Guidance to help growing businesses scale effectively.
Personal Financial Advisory
Integrated planning for owners, professionals, and families.
Our approach
We believe good advice starts with understanding.
Every engagement is led by a senior professional who knows your business and stays personally involved.
Our values
Every engagement reflects our commitment to professionalism, accountability, and trust.
We provide clear advice so clients can make confident, informed decisions.
We prioritize quality over volume. Each engagement receives senior attention and the technical depth it deserves.
We continuously refine our systems and processes to deliver better service and stronger results.
Our approach is deliberate and consistent. We build lasting relationships through consistency, reliability, and results.
Meet the Team
Daniel Levy, CPA
Founder and Principal
Daniel founded Miller Levy CPA after nearly a decade advising entrepreneurs, professionals, and privately-held companies. His approach blends technical depth with a commitment to long-term client relationships.
Sheldon Miller, CPA
Sheldon brings over 40 years of experience advising privately held and owner-managed businesses. His work focuses on tax planning and strategic advisory for complex matters. He contributes deep technical insight and seasoned judgment across the firm’s mandates.
Jason Haupt, CPA
Jason brings more than 20 years of experience in review and compilation engagements, corporate tax, and advisory work. He prepares and oversees year-end files with a disciplined, detail-driven approach. Jason is valued for his technical expertise and dependable execution.
Shouli Ahmed, BComm
Shouli works on compilation engagements, corporate tax compliance, and year-end files for a range of operating and holding companies. She joined Miller Levy after several years of experience at a regional accounting firm. She is currently planning to pursue the CPA designation.
Miller Levy CPA Inc.
3285 Boulevard Cavendish, Suite 475 Montréal, Québec H4B 2L9
