Millis Tax and Financial Planning LLC

Millis Tax and Financial Planning LLC CPA and CFP® serving the Millis area for over 10 years.

Comprehensive tax preparation and financial planning for individuals, families, small businesses, landlords, nonprofits, and trusts. I am a licensed CPA in the state of Massachusetts with a Masters in Taxation and many years of tax preparation experience. Please email me at [email protected] or give me a call at 774-291-9699 if I can help you with your tax situation.

06/08/2026

Exciting news!

I am expanding my services to include comprehensive financial planning!

Many of you have trusted me with your taxes for years and I am incredibly grateful for that. As a certified CFP®, I will now be able to help with retirement planning, investment planning, education funding, insurance, and estate planning coordination. All coordinated with your tax strategy under one roof.

Most financial planners hand off your taxes. I handle both, so nothing falls through the cracks.

Visit the new website to learn more or schedule a free 15-minute call.

🌐 millistax.com
📞 774-291-9699

Address

Millis, MA
02054

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