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:
Federal, state and local income tax preparation
Choice of entity analysis, tax impact of major transactions, and more
Compilations and Reviews, QuickBooks training and set up, quarterly financial statement review
LaVon Chancy, JD, CPA
Ms. Chancy is a Certified Public Accountant and Licensed Attorney who serves as the Director of Milligan & Company’s Tax & Business Advisory Services Practice.
LaVon is responsible for managing and supervising the day to day operations of this practice area as well as for the timely preparation of Federal, State and Local tax returns for the firm’s clients. Ms. Chancy provides legal research and tax consulting to the firm’s clients and provides guidance on complex tax issues. She reviews corporate, individual, partnership and not for profit tax returns and represents the firm’s clients before the IRS, state and local tax authorities to resolve tax issues.