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Milligan Financial Services

Greenville, SC, Greenville

(18)
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‘19 Certificate of Excellence, 2019

About

Comprehensive accounting services. Bookkeeping weekly, monthly . Accurate financial statements and business performance reports customized to client's business.

Full service payroll services including direct deposit at no extra cost.
Efficient communication for hourly employees time-sheets.

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Reviews (18)

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5/5

18 customer reviews

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28 March 2019

It's been many years since I used a tax professional for my taxes, but this year was different. No doubt in my mind that I made a good choice. Susan did a super job, and I admire a person that actually does what they say they will do. Couldn't be happier with the results, considering there were so many possible choices out there. She definitely knows what she is doing, and I wouldn't hesitate to return. More...

Reviewed on Google Maps

28 March 2019

Was very impressed with the services I received.
They were very quick doing both my personal and my business tax returns. The fee they charged was noticeably less than my previous accountant!!! So glad I found them!!

Reviewed on Google Maps

28 March 2019

Great service! I was impressed by the professional, friendly, and timely service we received, all at a very reasonable price. Susan kindly answered my many questions about our changing tax needs. More...

Reviewed on Google Maps

26 February 2019

Another Great Experience with the team at Milligan Financial for two years in a row. Susan and Vish are very professional/have guided us thru our tax preps/and answered every question we’ve asked. We’re thrilled to be working with them! More...

Reviewed on Google Maps

26 February 2019

Excellent service and communication. Always a pleasure!

Reviewed on Google Maps

27 May 2018

Very pleased with my experience! Quick to respond and knowledgeable of the real estate industry and how to best serve agents!

Reviewed on Google Maps

27 May 2018

Vish was really patient and helpful with me as a new business owner, walking me through the different steps to maximize my return. He was very understanding, friendly, and knowledgeable; I would recommend Milligan Financial to anyone. More...

Reviewed on Google Maps

27 May 2018

Susan was great to work with when we needed help with our taxes. She was very detailed and thorough, and when we met with her, she walked us through our tax return which was very helpful. Would definitely recommend Milligan Financial Services to anyone who needs assistance filing their tax return. More...

Reviewed on Google Maps

27 May 2018

We love working with Milligan Financial, especially Susan. She is thorough and takes the time to go through all of our options and deductions with us. She is also efficient!

Reviewed on Google Maps

27 May 2018

My wife and I have used Milligan Financial the past three years, since moving to SC. We have always found them to be friendly and professional. Susan did an outstanding job again this year. She kept us updated and tried everything she could to get us the biggest refund possible. Thank you Milligan Financial and Susan. More...

Reviewed on Google Maps

10 April 2018

Great service, I've used them two years in a row and they make everything simple. The attention to detail and convenience are great. Highly recommended!

Reviewed on Yelp

26 March 2018

Getting taxes done is never fun, but Milligan makes it as easy as it can be. They are very knowledgeable and fun to work with.

Reviewed on Google Maps

19 March 2018

I cannot be more pleased with Milligan Financial. Vish was very professional, very friendly, very knowledgeable. I would highly recommend them.

Reviewed on Google Maps

27 February 2018

As a young business owner in my first year, I didn't know much about finances or taxes. Thankfully I found Milligan! Now I have peace of mind that everything is taken care of correctly and on time. Not only are they friendly and patient, they go above and beyond to provide guidance and resources to help me achieve success. More...

Reviewed on Google Maps

26 February 2018

Very fast response, professional, organized and looking forward to next years tax return!

Reviewed on Google Maps

4 February 2018

Susan at Milligan was very professional and friendly. Great experience!

Reviewed on Google Maps

30 January 2018

I came here to get help filing my tax return and was very satisfied. Susan from Milligan was a pleasure to work with and very professional.

Reviewed on Google Maps

27 January 2018

The crew at Milligan is responsive, attentive and nice to work with. Having done my own taxes in the past, I have experienced the stress that comes with ensuring it is done correctly. Susan helped make everything easy to setup regarding appointments both on the phone and via email. Vishal, or Vish, was our tax professional and he was great to work with.

Prior to your visit, they email you a list of items you should bring to help filling go quick and easy. I also brought my laptop so that I could access any online documents or relevant statements from online that I had failed to print off prior or didn't know I needed. This came in handy and Vish was able to direct me in what he needed to help me get the most on my return.

Assuming that the return is filed and everything goes smoothly with regards to my 2017 taxes, I will say for now that my experience with Milligan Financial Services was great and I will be working with them in the future!

FYI: located next to Glo on Main Salon

PS: the cost is higher than some online sources but it was worth it. You walk in with the paperwork and, for most people with simple stuff, you are done in less than an hour.
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Q&As

Helping clients that may not know a lot of how to handle their tax matters in efficient manner.
Making sense of numbers and connecting financial statements with the performance of the business.

Independence and ability to develop systems and people to achieve more .
We strongly believe we can give back more to the community and give back as well when we are running our own show!

Integrity
Knowledge
Reasonable price
More value than a traditional bookkeeping service