Partners, principals and associates

Miller_Grant Lincolnshire

100 Tri-State International
Lincolnshire, IL 60069

Tel:

847.715.2545


Email: gmiller@wipfli.com

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

Tax

Areas 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

Healthcare

Education

Northern Illinois University
  • Master of science degree in taxation
Dominican University
  • Master of science degree in accounting
  • Bachelor of arts degree with a major in corporate communications