Milestone Advisors

Introducing the Newest Addition to the Milestone Advisor crew, Jennifer!

Jennifer joins us with a wealth of knowledge to serve our Accounting clients as a Senior Accounting Manager. We are especially excited to have her in a few of our monthly and/or quarterly advisory meetings!

She has already hit the ground running, taking on reviews of financials, a few year-end clean-ups, and process reviews.

Please say hello and welcome to Jennifer!

Happy St. Patrick's Day!

If you're feeling unlucky in your tax liability, head on our way!! We'll help you keep your pot of gold!

Please join us in saying a Happy Birthday to McKenzie, Shannon, and Mallory!

Introducing... Mallory!

Mallory joined the Accounting Team in December and jumped straight into training and getting ready for 1099's and year-end!

Please say hello and welcome to Mallory!

Did you know? (We're sure you've heard)

If you bought a new vehicle in 2025, you could potentially deduct up to $10,000 of car loan interest on your taxes.

There are qualifications for the vehicle - like final assembly must be in the US, but this is a great deduction to take if you're eligible.

Here is your friendly reminder that you have one month until the Business Deadline and two months until the Individual Deadline unless you're extending your returns!!!

Don't wait until the last minute to respond to your CPA!!

Happy Valentine's Day from your beloved accounting firm!

Please say hello to our Support Administrator, Shannon!

Shannon joined the admin team in October and is gearing up to serve our clients for the 2025 tax season - if you see her name, it's time to sign some returns!