Tax Planning & Filing

Maintain Your Wealth

Grant Millman & Johnson provides comprehensive tax services to individuals, businesses, executives and not-for-profit organizations. Our professionals bring extensive training and knowledge to ensure you are receiving solutions to help you maximize tax savings and impact your bottom line. We not only provide return preparation and filing, but a key way we support our clients is through tax planning. Timing is essential in tax planning because it enables you to leverage incentives and credits, defer income and be in a position to better evaluate the post-tax impact of potential steps. We work with proactively to ensure that you are prepared early for life’s changes.

Year-Round Support

In many cases, you only speak with your accountant during tax season. However, your needs and business are constantly evolving, so we provide our individual and business clients with taxation expertise and knowledge throughout the year. This year-round communication allows us to continually assess your goals and strategies to make sure that you are implementing the right steps for your future.

Our Tax Services Include:

  • Business Tax Planning & Return Preparation
  • Individual Tax Payer Planning & Return Preparation
  • Not-for-Profit Organization 990 Returns
  • Estate & Trust Services
  • Gifting Strategies

  • Divorce Support
  • Payroll & Sales Tax Reporting
  • Multi-state Tax Needs
  • IRS Representation
  • Tax Analysis or Buying or Selling a Business
  • Exit and Succession Tax Planning

Create a Tax Plan

It is important for a business or individual to have a tax plan. We help you view taxes as a process and not an annual event. Through this process we will help you address issues such as the acquisition or sale of a business, succession issues, equipment or real estate decisions, college funding, family gifting, philanthropic strategies, eldercare and wealth management.