Tax & Accounting

Tax Planning is at the core of any effective tax preparation business.  When creative planning happens, efficient tax preparation is the natural result.  Our seasoned professionals are dedicated to helping our clients plan for taxes, thereby, reducing “surprises” at tax time.

We serve individuals, small-mid size businesses and not-for-profit organization.  Each sector has its own unique nuances challenges.  By staying on top of the latest trends in industry and tax regulations, our clients are confident that we have the applicable skill and insight that fits their needs.

We apply our knowledge of tax and accounting in innovative ways to achieve the best solutions for our clients.  Our motto “Meeting the toughest challenges”, is not just a nice tag-line, it is what we do every day, and why our clients call on us.

Our Tax and Accounting Services department focuses on:

Tax Compliance

Federal, state and local income tax preparation

Tax Planning

IRS Representation

Business Consulting

Choice of entity analysis, tax impact of major transactions, and more

Accounting Services

Compilations and Reviews, QuickBooks training and set up, quarterly financial statement review

Mark Jackson

Mr. Jackson is a Certified Public Accountant with licenses in the states of Pennsylvania, Maryland and Delaware. Mr. Jackson servers as the Director of Milligan & Company’s Tax and Small Business Client Services practice.

Mark is responsible for managing and supervising the day-to-day operations of this practice area including the timely preparation of Federal, State and Local tax returns for the firm’s clients.

Mark also provides Business Plan Modeling and Forecasting Services to aid clients in gaining complete control over their financial wellbeing and to eliminate and/or greatly limit the possibility of unexpected financial results.