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 PlannerĀ® 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
Services
TaxAreas of Focus
- Corporate, partnership, trust, and individual tax compliance, planning, and consulting
- Complex multi-state income tax and state and local tax compliance and planning
- Tax compliance and planning for health care physicians and physician practices
- Tax compliance and planning for partners of law firm partnerships, LLCs, and LLPs
- Tax compliance and planning for inpatriate and expatriate executives
- ACA health care reform planning and consulting for corporations and individuals
- Comprehensive financial planning for individuals
- Estate and gift planning for individuals
- Federal and state tax controversy services for corporations and individuals
- Complex federal income tax, state and local tax, and payroll tax research
Industries
HealthcareEducation
Northern Illinois University- Master of science degree in taxation
- Master of science degree in accounting
- Bachelor of arts degree with a major in corporate communications