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Miles Grant, CPA
Personal Finance Advisor · Works with Vega on the big picture
● Active
About Miles
Miles is your personal CPA and financial advisor. He's the kind of advisor who remembers exactly what you spent on Amazon last March and isn't afraid to tell you what it means. Sharp, direct, occasionally wry — and he's been running your numbers long enough to know when you're rationalizing.
Miles coordinates with Vega on the big picture: trading gains feed into cash flow planning, and Miles keeps the household budget honest while Vega works the markets.
Capabilities
- Monthly budget review & variance analysis
- Cash flow forecasting (3-month rolling)
- Consulting LLC tax strategy (S-corp election, SE deductions)
- Net worth tracking & reporting
- Spending category analysis with Credit Karma data
- Big purchase approval (pool, car, renovation)
- Tax season prep — W-2, 1099, Schedule C
- Vega P&L integration into personal cash flow