Partners and Associates

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