Business Details
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 affordable prices. Over the years, we have expanded our offerings and opened a new downtown location in Greenville to better serve our clients. Our team has prepared countless personal and business tax returns, maintaining a focus on accuracy, customer service, and technological innovation. We offer client loyalty programs, tax resolution services, and remote tax preparation via video conferencing. Our bookkeeping services cater to small and medium-sized corporations and nonprofits, with expertise in various industries.We provide payroll solutions that ensure compliance with tax regulations and simplify employee payments. For startups, we assist with business formation, licensing, and S-Corp election strategies. Our commercial loan brokerage connects clients with lenders for amounts ranging from $10,000 to $20 million. We prioritize transparency, explaining financial data to help clients make informed decisions. Our goal is to be a long-term financial partner, offering personalized solutions tailored to individual and business needs.
Services
Tax Preparation
Bookkeeping
Payroll Services
Startup Services
Commercial Loan Brokerage
Highlights and features
- We offer over 20 years of experience in tax and accounting services.
- Our client loyalty programs include cash rewards for referrals.
- We provide remote tax preparation via secure video conferencing.
- Our team specializes in tax resolution and S-Corp election strategies.
- We deliver personalized financial planning tailored to your needs.
What people say
Very professional
Helpful staff
Reasonable fee
Friendly and knowledgeable
Detailed explanation
Services
Tax Preparation
We prepare individual and business tax returns with a focus on maximizing refunds and minimizing liabilities. Our services include federal, state, and local tax filings for diverse client types. Clients save an average of $200 in fees annually through our efficient processes.
Bookkeeping
We manage financial records for small to mid-sized businesses and nonprofits, ensuring compliance with GAAP standards. Our team integrates systems like QuickBooks and Xero to streamline reporting and budgeting for clients.
Payroll Services
Our automated payroll solutions handle wage calculations, tax compliance, and employee payments. We file quarterly and annual reports while offering direct deposit and timekeeping tools to simplify payroll management.
Startup Services
We assist entrepreneurs with business formation, licensing, and S-Corp elections. Our support includes state filings, tax planning, and compliance strategies to establish a strong financial foundation for new ventures.
Commercial Loan Brokerage
We connect clients with lenders for commercial loans ranging from $10,000 to $20 million. Our expertise includes loan packaging, industry-specific financing, and securing competitive rates for real estate, construction, and working capital.
Questions
What tax preparation services do you offer?
We prepare individual, business, partnership, and corporate tax returns, including state filings and remote services via video conferencing.
Do you provide bookkeeping for small businesses?
Yes, we support small to mid-sized businesses and nonprofits with bookkeeping, budgeting, and accounting software integration.
Are your payroll services automated?
Yes, our automated payroll handles tax compliance, direct deposits, and quarterly filings to simplify employee payment processes.
How do you assist new businesses?
We help with business formation, licensing, S-Corp elections, and compliance strategies tailored to startups' needs.
What areas do you serve?
We primarily serve Greenville, SC, with remote services available for clients nationwide.
What are your working hours?
We operate Monday-Friday, 9 AM-5 PM by appointment, and Saturday by appointment only.
