Business Details
10 Years
experience
Trusted Tax & Accounting Services in Greenville, SC
Milligan Financial Services was founded with a commitment to delivering quality customer service in tax preparation and accounting at accessible prices. Over the years, we have expanded our services while maintaining core principles of customer care, quality, and accuracy. Our team prepares personal and business tax returns for diverse clients, helping hundreds achieve financial clarity. We pride ourselves on technological innovation, offering remote services via video conferencing and tools like Client Loyalty Programs, tax resolution services, and streamlined bookkeeping systems. Our expertise extends to small and medium businesses, nonprofits, and high-net-worth individuals, with a focus on explaining financial data to empower informed decisions.We support major accounting software platforms and provide payroll services that ensure compliance while reducing administrative burdens. Our startup services include business registration, licensing, and strategic tax planning, including S-Corp election guidance. As commercial loan brokers, we connect clients with lenders for amounts ranging from $10,000 to $20 million, prioritizing competitive rates and tailored financial solutions. Our dedication to client education and transparency has earned us a reputation for reliability and expertise in Greenville and beyond.
Services
Tax Preparation
Bookkeeping
Payroll Services
Startup Services
Commercial Loan Brokerage
Wealth Management
Business Financial Planning
Remote Client Services
Details
- Year established: 2016
Highlights and features
- We offer 20+ years of experience in tax and accounting services for diverse clients.
- Our team provides personalized financial education and transparent reporting.
- We integrate advanced technology for remote client access and efficiency.
- Our services include S-Corp election planning to reduce self-employment taxes.
- We guarantee accurate filings with free reviews of self-prepared returns.
What people say
Professional staff
Reasonable fee
Knowledgeable
Detailed explanation
Highly recommend
Services
Tax Preparation
Milligan Financial Services specializes in comprehensive tax preparation for individuals and businesses, including corporate, partnership, and nonprofit returns. Our services cover prior-year, amended, and expatriate filings, with free electronic filing and direct deposit options. We ensure compliance while maximizing refunds through strategic deductions.
Bookkeeping
We provide bookkeeping solutions for businesses and individuals, including budget creation, system integration, and financial reporting. Our team supports QuickBooks, Xero, and other platforms, ensuring accurate records for tax planning and business decision-making while adhering to GAAP standards.
Payroll Services
Our payroll services handle wage calculations, tax compliance, and employee payments. We offer direct deposit, W-2/1099 filing, and quarterly reporting, reducing administrative burdens while ensuring adherence to federal and state regulations for small to mid-sized businesses.
Startup Services
We assist entrepreneurs with business formation, including LLC registration, licensing, and tax strategy. Our S-Corp election guidance helps clients minimize self-employment taxes, while our financial systems setup ensures compliance and scalability for new ventures.
Commercial Loan Brokerage
We broker commercial loans from $10,000 to $20 million, connecting clients with lenders for real estate, equipment, and working capital. Our team prepares applications, negotiates terms, and advises on optimal borrowing strategies for industries like hospitality and construction.
Questions
What tax services does Milligan Financial offer?
We prepare individual, business, nonprofit, and expatriate tax returns, including amendments and prior-year filings, with free electronic filing and direct deposit options.
Do you provide bookkeeping for small businesses?
Yes, we offer bookkeeping for small to mid-sized businesses, integrating with QuickBooks, Xero, and other platforms to ensure accurate financial reporting and tax compliance.
Can you help startups with business registration?
Yes, we assist with LLC formation, licensing, and S-Corp election planning to optimize tax benefits and regulatory compliance for new businesses.
What types of commercial loans do you broker?
We arrange loans for real estate, equipment, working capital, and business expansion, ranging from $10,000 to $20 million with competitive rates.
Are your services available remotely?
Yes, we offer remote tax preparation and consultations via video conferencing for clients nationwide.
