Miller Farm & Business

What Miller Farm & Business does

Miller Farm & Business is a privately held, single-firm tax preparation and financial consulting practice serving individuals, small businesses, trusts, and estates across Illinois and Missouri. The firm operates from two regional offices — a headquarters at 1041 S. Oakwood Ave. in Geneseo, Illinois and a secondary office in Unionville, Missouri — and offers a horizontal suite of professional services including tax preparation for all major entity types (S-Corporation, C-Corporation, partnership, sole-proprietor, and trust/estate), monthly bookkeeping and financial statement preparation, full-service payroll with direct deposit and W-2/1099 handling, IRS and state audit representation, QuickBooks setup and training, business startup advisory, and a dedicated tax resolution practice (offers in compromise, installment agreements, penalty abatement, levy/lien release, innocent spouse relief, and trust fund recovery).

The firm's underlying technology stack is built entirely on third-party, commodity platforms rather than proprietary systems: Drake Software (Drake Tax, Drake Portals, Drake Documents) for tax preparation and client document exchange, QuickBooks for accounting support, and CalcXML-powered calculators embedded in the website for client-facing financial tools. The website itself is delivered via the taxPRO Websites platform, and IRS publications and forms are linked directly from the firm's resource page. No proprietary technology, AI/ML components, APIs, or mobile applications are disclosed.

The business model is professional-services based with per-engagement pricing that is not publicly listed. Revenue is generated through hourly/fixed-fee engagements across tax preparation, recurring bookkeeping, recurring payroll, and project-based resolution and advisory work. GTM is sales-led and relationship-driven, relying on direct office appointments (with online scheduling), phone-based booking, a Facebook presence, website content (tax tips, news, IRS updates), and word-of-mouth referrals under an explicitly stated partnership-oriented client philosophy. The firm has 1-10 employees, no institutional investors, no parent company, and no subsidiaries.

Name

Miller Farm & Business

Legal name

Miller Farm & Business

Website

https://millerfb.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Miller Farm & Business is a privately held tax preparation and financial consulting firm in Geneseo, Illinois (with a secondary Unionville office) serving individuals, small businesses, and trusts/estates across Illinois and Missouri with tax preparation, bookkeeping, payroll, audit representation, and tax resolution services.

Ownership category

akta.pro rank

Headquarters

HQ city

Geneseo

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Tax Preparation Services: Income tax preparation services for individuals, small businesses, trusts, and estates. Covers S-Corporation, C-Corporation, partnership, and sole-proprietor business structures.
2. Bookkeeping Services: Bookkeeping services for small businesses, including monthly bookkeeping and financial statement preparation.
3. Payroll Services: Full payroll service including paycheck calculation, report and tax return filing, payment remittance, and direct deposit for employees. Includes W-2 and 1099 form preparation.
4. Tax Resolution Services: IRS and state tax resolution including offers in compromise, installment agreements, penalty abatement, audit representation, tax levy release, tax lien removal, and trust fund recovery.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Miller Farm & Business is a tax preparation and financial consulting firm that prepares income tax returns for individuals, small businesses (S-Corporation, C-Corporation, partnership, sole-proprietor), and trusts and estates. It also delivers ongoing bookkeeping, full-service payroll (with direct deposit and W-2/1099 forms), IRS and state audit representation, tax resolution services (offers in compromise, installment agreements, penalty abatement, levy release, lien removal), business startup assistance, QuickBooks setup and training, and financial statement preparation.

Product overview

Miller Farm & Business is a tax preparation and financial consulting firm offering a comprehensive suite of services centered around tax preparation and planning, bookkeeping, payroll processing, and tax resolution. The core service offerings include Tax Preparation for individuals and all business entity types (S-Corporation, C-Corporation, partnership, sole-proprietor) plus trusts and estates; Bookkeeping for small businesses; full-service Payroll including direct deposit and tax filing; and Tax Resolution Services covering Offer in Compromise, Installment Agreements, Penalty Abatement, Audit Representation, Tax Levy Release, Tax Lien Removal, and Trust Fund Recovery. Additional services include Business Startup Services, QuickBooks Setup/Support/Training, and Financial Statements preparation. The firm also provides access to tax tools and calculators (provided by CalcXML) and various IRS forms and publications through their website.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Income tax preparation services for individuals, small businesses (S-Corporation, C-Corporation, partnership, sole-proprietor), and trusts and estates. Delivered as year-round professional engagements with seasonal filing focus.
• Bookkeeping Monthly bookkeeping and financial statement preparation services for small businesses, ensuring timely and accurate financial records.
• Payroll Services Full-service payroll processing including paycheck calculation, report and tax return filing, payment remittance, direct deposit, and preparation of W-2 and 1099 forms.
• Tax Resolution Services IRS and state tax resolution services including Offer in Compromise, Installment Agreements, Penalty Abatement, Innocent Spouse relief, Audit Representation, Tax Levy Release, Tax Lien Removal, and Trust Fund Recovery.
• IRS and State Audit Representation Representation of taxpayers before the IRS and state tax authorities during audits, examinations, and disputes.
• Business Startup Services Advisory and administrative assistance with business formation and startup procedures for new business entities.
• QuickBooks Setup, Support and Training Setup, ongoing support, and end-user training for QuickBooks accounting software.
• Financial Statements Preparation of financial statements for businesses to ensure timely and accurate financial records.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Drake SoftwarecoreTechnology or IntegrationUses Drake Software for tax preparation. Drake Tax is used for tax preparation, Drake Portals for client document exchange, and Drake Documents for document management. The company publishes content from Taxing Subjects (Drake Software's blog) on their website.

Scale indicators1 record

Recent moves1 record

Expansion highlights4 records

Emerging players

• Bench: Tech-enabled bookkeeping service for small businesses, bundled with tax filing support. Competes for the same SMB bookkeeping and tax prep wallet with a software-first, monthly-subscription model.
• Pilot: Tech-enabled bookkeeping, tax, and CFO services targeting small businesses and startups. Overlaps with Miller Farm & Business on SMB bookkeeping and tax prep, with a stronger technology and subscription billing approach.

Broad incumbents

• Liberty Tax: National tax preparation franchise chain serving individuals and small businesses with seasonal retail offices. Comparable scale of local office operations but with significantly larger brand and franchise infrastructure.
• Jackson Hewitt: National retail tax preparation franchise focused on individual and small-business returns. Competes head-to-head with Miller Farm & Business in seasonal tax prep, with broader marketing reach and Walmart kiosk distribution.
• H&R Block: National tax preparation chain with retail offices serving individuals and small businesses. Comparable to Miller Farm & Business on the individual and small-business tax prep core offering, but vastly larger scale and broader portfolio (DIY software via Block Advisors, Emerald Card, etc.).
• Intuit TurboTax: Dominant DIY tax preparation software used by individuals and small businesses. Represents the most significant competitive substitute for Miller Farm & Business's tax prep services, with Intuit also owning QuickBooks, the firm's core accounting platform.

Others

• KPMG US: Big Four professional services firm offering tax, audit, and advisory. Tangentially comparable as an upper-end professional services provider; addresses larger enterprise clients but represents the broader professional services category Miller Farm & Business operates within.

Direct peers

• Padgett Business Services: Franchise network providing tax preparation, bookkeeping, payroll, and advisory services to small businesses. Closely mirrors Miller Farm & Business's SMB-focused service mix and multi-service cross-sell approach, making it the most directly comparable operating model.
• Block Advisors: H&R Block's small-business tax and accounting services arm offering bookkeeping, payroll, and tax prep for SMBs. Direct overlap with Miller Farm & Business's small-business service lines including entity-specific tax prep and bookkeeping.
• 1-800Accountant: Virtual accounting and tax firm serving small businesses and entrepreneurs with bookkeeping, tax prep, payroll, and advisory. Directly competes for the same SMB and sole-prop client base, though operates via remote delivery rather than local offices.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php?id=100047989582706

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Miller Farm & Business