Milligan & Company serves the accounting and financial health needs of high net worth individuals and their families. Our staff provides personal service, financial strategy, and advice; allowing you to plan ahead, making the most of your time and money.
Milligan provides expert advice and coordinates with your other advisers - a team approach to manage the financial issues relating to high net worth individuals and families. We emphasize personal service, long-term relationships, and attention to detail.
To learn how Milligan & Company can help you or your business, please contact us or call LaVon Chancy, Esq. at 215 496 9100.
Our services to high net worth and self-employed individuals include:
|Federal, State & Local Tax Returns
||Assessing Tax Impact of Major Transactions
|Consultation Regarding Choice of Business Entity
||Accounting Policies & Procedures Development
||Monthly General Ledger Maintenance & Controllership Functions
|Tax Audit Representation
||Negotiation of Tax Assessment & Disputes
On-Line Tax Planning Guide for individuals and small businesses.