About Miser Tax Advisory
You've Built a Legacy. We'll Help You Preserve It.
Derek Miser founded this firm because he saw a gap: high-net-worth families were paying more in taxes than they needed to — not because they lacked good accountants, but because no one was connecting the dots between tax, estate, and financial planning.
Miser Tax Advisory was built to close that gap. We brought together enrolled agents, licensed attorneys, and financial advisors into one team with one mission: deploy every legal strategy available to reduce your tax burden and protect your wealth.
That's what we call the Miser Method — a fully integrated approach where your tax strategy, estate plan, and investment decisions all work together. No handoffs. No conflicting advice. Just a coordinated plan built around your family's goals.
Our Mission & Values
Mission Statement: To empower our clients to achieve their financial goals and secure their family's future by providing proactive, integrated, and strategic tax and wealth management services.
Client-Centric
Every strategy we recommend starts with your goals, your risk tolerance, and your family’s long-term vision. We build plans around people, not products.
Integrity
We tell you the truth about your tax situation, even when it’s uncomfortable. No surprises, no hidden agendas, no conflicts of interest.
Expertise
Our team holds credentials across tax, law, and financial planning. We don’t generalize — we specialize in the strategies that move the needle for high-net-worth families.
Collaboration
Tax, legal, and financial planning under one roof means nothing falls through the cracks. Your team talks to each other so you don’t have to play middleman.
Meet the Team
Derek A. Miser, NSSA
Founder & CEO
Derek founded Miser Tax Advisory on the belief that high-net-worth families deserve more than a standard tax return. With decades of experience in financial services, he built a firm where tax, legal, and investment expertise work together under one roof.
Samuel H. Tutko, EA
VP of Tax Planning
Sam is an Enrolled Agent who leads the firm’s tax strategy practice. He specializes in cash balance plans, cost segregation, Roth conversions, and IRMAA planning — and he’s relentless about finding savings others miss.
Jeanne B. Miser, Attorney
Estate Planning
Jeanne is a licensed Tennessee attorney who focuses on estate planning and wealth transfer. She ensures that your tax strategy and your estate plan are fully aligned so your legacy is protected.
Charles W. Kite, Attorney
Estate Planning
Charles brings deep expertise in estate planning and trust administration. He works closely with the tax team to structure wealth transfers that minimize liability and maximize what you pass on.
Certifications & Recognition
