Save Your Money on Taxes with Our Expert 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. We take pride in our commitment to providing personalized services that cater to the unique needs of each client.
Our Services
We offer a wide range of services designed to help individuals and businesses manage their financial affairs efficiently. Our services include tax preparation, bookkeeping, payroll services, startup services, and commercial loan brokerage. Our team of experienced professionals is dedicated to providing accurate and timely services that meet the highest standards of quality. Whether you need help with tax preparation, financial planning, or accounting, we have the expertise to help you achieve your financial goals.
Tax Preparation Services
Our tax preparation services are designed to help individuals and businesses take advantage of all the deductions and credits they are eligible for. We prepare personal and business tax returns, including Forms 1040, 1065, 1120, and 941. We also offer tax resolution services, including audit representation, tax debt resolution, and tax planning. Our goal is to help you minimize your tax liability and maximize your refund.
Accounting and Bookkeeping Services
Our accounting and bookkeeping services are designed to help small and medium-sized businesses manage their financial affairs efficiently. We provide accurate and timely financial statements, including balance sheets, income statements, and cash flow statements. We also offer payroll services, including payroll processing, payroll tax compliance, and employee benefits administration.
Remote Client Services
We understand that not everyone can visit our office in person. That's why we offer remote client services, including virtual consultations, online tax preparation, and electronic document exchange. Our remote client services are designed to provide convenient and flexible solutions for individuals and businesses with busy schedules.
Our Commitment
At Milligan Financial Services, we are committed to providing quality customer service, quality, and accuracy in our work. We take pride in our commitment to providing personalized services that cater to the unique needs of each client. We strive to build long-term relationships with our clients, and we are dedicated to helping them achieve their financial goals.
Taxes with Milligan Financial Services
According to the reviews, Milligan Financial Services has provided exceptional tax preparation and financial services to its clients. Reviewers' Experiences highlight the expertise, professionalism, and personalized attention received from the staff, particularly Susan, who is described as knowledgeable, personable, and thorough.
Attention to Detail: Susan and her team have demonstrated a keen focus on ensuring accuracy and attention to detail in their work, often going above and beyond to ensure client satisfaction.
Client Testimonials: Reviewers praise the timely completion of returns, transparent communication, and the overall hassle-free experience provided by Milligan Financial Services. Long-term Relationships are fostered through their exceptional service, with many clients returning year after year.
Clientele: The reviews showcase a diverse range of clients, including individuals, business owners, and realtors, highlighting the versatility and adaptability of Milligan Financial Services.

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