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what we do

Offering a full suite of services tailored for business and individual financial needs, MFG can help you with any of the following:
  • Tax advisory and compliance
  • CFO
  • Accounting/Controller
  • Business consulting
  • Financial planning
  • Quickbooks© training
CFO Services
Executive financial management Financial procedures and controls Strategic business planning Policies and procedures Management and Board reporting
Tax Services
Business tax Individual tax Fiduciary tax Non-profit tax Tax planning Tax compliance Payroll tax
Accounting/Controller Services
General accounting Financial statements Budgeting Cash flow projections Business plan development Business formation Bookkeeping Quickbooks© training Payroll

Our Clients

Tax Filing Season is Here

HOW TO PREPARE Organize your financial and tax records. Milton Financial Group can assist you with what you need to include to help minimize your tax bill, so be sure to pay close attention to the following areas when gathering information to report:
• Personal info (name, address, ID numbers, email, phone, marital status)• Income information • Health insurance documentation• Self-employment information• Rental property income/expenses• Retirement income / contributions• Savings / investments• Other income• Other deductions and credits Send your supporting documentation and all correspondence via mail or click on the secure link on this website (see SECURE UPLOAD LINK button on top right side of page window) to forward your documents.

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