Remote Client Services

Milligan Financial Services Is As Close To You As Your Computer or Mobile Device

If you are moving to a new residence in or out of state, or even to a different country, Milligan Financial Services can seamlessly continue to provide you with the same quality service you’ve grown accustom to. Likewise, if you are considering working with Milligan Financial Services for the first time, and cannot physically come to one of our offices, no problem! In today’s global inter-connected economy, your physical location is no longer a barrier to superior service.

When You Move, Take Milligan Financial Services With You!

We can assist you remotely from the comfort of your home or office in one or more of following ways:

  • Email & Secure Document Send:
    Many Milligan Financial Services clients no longer physically come to an Milligan Financial Services office even though they have the means. The comfort they have with their Milligan Financial Services tax professional allows them to simply send documents back and forth via email and/or secure document send. Any questions are sent and received via email making for a smooth and streamlined process.
  • Video Conference:
    Many of our offices are equipped with web cameras & SKYPE for our clients that still prefer to “meet” a live human being. All tax issues can be discussed in real time and meetings are conducted like any other normal appointment. Setup your video conference appointment.
  • Phone, Fax & Postal Mail:
    Some of our clients prefer the comfort & security of the old fashioned ways of doing business. All of our offices are equipped with fax machines for those that are less technologically equipped and/or for those that simply prefer this mode of communication.