Milligan Financial Services

At Milligan Financial Services, our simple goal is to provide quality customer service in the areas of tax preparation and accounting at a reasonable price that everyone can afford. Over the years, we have prepared many personal and business tax returns for a diverse range of clients. However, our core principles have always been a focus on customer service, quality and accuracy in our work. On average, our clients save at least $200 in tax preparation fees when they use our services.

Our Story

We have been in business for many years, and we have expanded our services to better serve our clients. We have prepared many tax returns and have helped hundreds of businesses with accounting services. Our team of experts is dedicated to providing quality customer service and ensuring that our clients receive the best possible service. We have a strong commitment to technological excellence, and we offer a range of services including client loyalty programs, corporation setup and dissolution, bookkeeping, tax resolution services, and more.

Our Services

We offer a wide range of services to our clients, including tax preparation services, remote client services, bookkeeping, payroll services, startup services, and commercial loan brokerage. We also provide wealth management services, including family wealth management and business financial planning. Our team of experts is dedicated to providing quality customer service and ensuring that our clients receive the best possible service.

Remote Client Services

We understand that our clients may not always be able to physically visit our office. That's why we offer remote client services, including video conferencing and secure document sending. We can assist you remotely from the comfort of your home or office, providing you with the same quality service you would receive if you were to visit our office in person. Whether you're moving to a new residence in or out of state, or even to a different country, we can seamlessly continue to provide you with the same quality service you've grown accustomed to.

Bookkeeping and Accounting Services

We provide bookkeeping and accounting services for small and medium-sized corporations, as well as non-profit organizations. Our knowledge of various industries and commercial settings helps us to better serve our clients. We not only do the accounting, but we also explain what the numbers mean and help our clients manage their activities better. Our team of experts is dedicated to providing quality customer service and ensuring that our clients receive the best possible service.