Grant Miller, CPA, CFP, PFS, CMA, MST

Senior Manager, Tax

Grant Miller provides tax planning and compliance services to individuals and businesses ranging in size from small closely-held corporations and partnerships to large multi-state consolidated corporations and tiered multi-state partnerships.  The majority of Grant’s clients are private health care physician practices and the employees, partners, and owners of the physician practices.

As a Certified Financial Planner® and a Personal Financial Specialist, Grant works closely with his health care clients to determine and achieve their current and long-term goals. He offers guidance while providing tax, retirement, estate, and risk management planning services.

Certifications:

• Certified Public Accountant
• Certified Financial Planner^®
• Personal Financial Specialist
• Certified Management Accountant
• QuickBooks Advanced Online Certified ProAdvisor
• Illinois Notary Public
• Health Care Reform Competency Certificate
• KPMG International Financial Reporting Standards Baseline Accreditation

Professional Memberships and Activities

• American Institute of Certified Public Accountants (AICPA) - Member
• AICPA Tax Section and Personal Financial Planning Section - Member
• AICPA Personal Financial Specialist (PFS) - Member
• Center for Economic Progress - Volunteer
• Certified Financial Planner® (CFP) Board of Standards - Member
• Greater North Shore Estate & Financial Planning Council (GNSE&FPC) - Member
• Illinois CPA Society (ICPAS) - Member
• ICPAS - Individual Taxation Committee - Member
• ICPAS - Young Professional Firm Ambassador for Wipfli LLP
• Institute of Management Accountants (IMA) - Member