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Your One-Stop Shop for All Things Taxes

Expert tax preparation, professional-grade software, and bookkeeping that helps you keep more of what you earn.

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Services & Products

Transparent pricing on our software. Custom quotes for tax prep and bookkeeping based on your specific needs.

Milton Tax Software – Personal

For individual taxpayers who want a stress-free filing experience.

$799.00

One-time license

  • Guided interview-style filing
  • Automatic error checking
  • Maximum deduction finder
  • Secure IRS e-filing
  • Federal & state returns
  • Optional audit support add-on

Milton Tax Software – Professional

Pro tax software with both cloud & desktop access — file individual & business returns. 1-on-1 training from T. Milton included.

$1,499.00

One-time license · Training included

  • Cloud + desktop access — work anywhere
  • S-Corp (1120-S) & Partnership (1065) online
  • C-Corp (1120) included with desktop version
  • Individual returns — federal & all 50 states
  • Schedule C, rental properties
  • Bank product integration (refund advances)
  • 1-on-1 training & mentorship from T. Milton
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Individual Tax Preparation

Personal returns prepared by experienced professionals.

Custom Quote

Based on forms required

  • W-2, 1099, self-employed
  • Federal & all 50 states
  • Deduction maximization
  • Year-round support
  • Optional audit protection add-on
Get a Quote

Milton Tax Software – Personal

For individual taxpayers who want a stress-free filing experience.

$799.00

One-time license

  • Guided interview-style filing
  • Automatic error checking
  • Maximum deduction finder
  • Secure IRS e-filing
  • Federal & state returns
  • Optional audit support add-on

Cloud + Desktop · 1-on-1 Training

Milton Tax Software – Professional

Pro tax software with both cloud & desktop access — file individual & business returns. 1-on-1 training from T. Milton included.

$1499.00

One-time license · Training included

  • Cloud + desktop access — work anywhere
  • S-Corp (1120-S) & Partnership (1065) online
  • C-Corp (1120) included with desktop version
  • Individual returns — federal & all 50 states
  • Schedule C, rental properties
  • Bank product integration (refund advances)
  • 1-on-1 training & mentorship from T. Milton

Individual Tax Preparation

Personal returns prepared by experienced professionals.

Custom Quote

Based on forms required

  • W-2, 1099, self-employed
  • Federal & all 50 states
  • Deduction maximization
  • Year-round support
  • Optional audit protection add-on
Get a Quote

Business Tax Preparation

Sole proprietorships, LLCs, partnerships, and S-corps.

Custom Quote

Based on forms required
  • S-Corp, Partnership & LLC returns
  • C-Corp returns (desktop software)
  • Quarterly tax planning
  • Business deduction strategy
  • Year-round advisory
Get a Quote

Bookkeeping Services

Stay organized year-round with cloud-based bookkeeping.

Custom Quote

Based on transaction volume
  • Monthly reconciliations
  • Accounts payable/receivable
  • Expense categorization
  • Financial reporting
  • Cloud access anytime
  • Payroll partner referral available
Get a Quote

Tax Consulting & Strategy

Year-round strategic advice to keep more of what you earn.

Custom Quote

Tailored to your situation
  • W-2, 1099, self-employed
  • Federal & all 50 states
  • Deduction maximization
  • Year-round support
  • Optional audit protection add-on
Get a Quote

Starter vs. Professional — Which Is Right For You?

Both licenses are built for tax preparers. Choose Starter to file individual returns, or Professional to handle business returns and grow your practice.

COMPARE FEATURES
STARTER
For New Preparers
$799
PROFESSIONAL
Full Pro Suite
$1,499
Individual Returns (1040)
✓
✓
Schedule C (Self-Employed)
✓
✓
Federal & All 50 States
✓
✓
Secure IRS E-Filing
✓
✓
S-Corp (1120-S)
✗
✓
Partnership (1065)
✗
✓
C-Corp (1120) Desktop
✗
✓
Rental Property (Schedule E)
✗
✓
Bank Product Integration
(Refund Advances)
✗
✓
Technical Support
Tax Season Only
Year-Round
1-on-1 Training with T. Milton
✗
✓
Cloud + Desktop Access
Cloud Only
✓

💡 Not sure which is right? Most preparers building a practice choose Professional — the corporate forms alone pay for the upgrade with just 2-3 business clients.

📚 Tax E-Books

Expert Knowledge On Demand

Get the strategies the wealthy use — written by T. Milton, founder of Milton Tax Associates and The ATL Tax Coach. Instant PDF download after purchase.

2025 EDITION

SIX FIGURES IN TAX SEASON

The Complete Blueprint
  • Bestseller

By T. Milton · The ATL Tax Coach

Becoming a Tax Preparer, Your Own Boss & Building a $100K Business

  • IRS credentialing roadmap (PTIN, EFIN, AFSP)
  • Step-by-step Associate Program setup
  • 2025 pricing guide — what to charge
  • AI tools to scale your tax business
  • Complete 90-day launch plan
  • BONUS: Direct phone access to T. Milton

$27.00

📄 Instant PDF

BUSINESS OWNERS

TAX SECRETS THEY DON'T TEACH YOU

LLC · S-Corp · Partnership
  • 🔥 New Release

By The ATL Tax Coach

The Business Owner's Guide to LLC, S-Corp & Partnership Tax Strategy

  • LLC vs. S-Corp vs. Partnership decoded
  • Top 10 deductions business owners miss
  • How to pay yourself & cut self-employment tax
  • The W-2 decoded box-by-box
  • Complete tax deadlines cheat sheet
  • Save thousands starting this year

$27.00

📄 Instant PDF

✓ Instant Delivery : Download your PDF immediately after purchase. No waiting, no shipping fees.

What Our Clients Say

Real stories from clients and tax professionals who’ve trusted Milton Tax for over a decade.

I’ve been getting my taxes prepared by Milton Tax Associates for over 14 years, and my family and I have been consistently impressed with their professionalism and care. Whenever we’ve needed help navigating the IRS, they’ve stood by us — making the call, getting us connected to the right department, and providing the support we needed every step of the way. They’re more than a tax firm — they’re family.

TC

T. Camillo

Loyal Client · 14+ Years

I’ve been purchasing tax software from Milton Tax for years, and it has truly transformed my practice. The software is professional, user-friendly, and gives my business everything we need to operate at the highest level. Thanks to this software — and the team behind it — we’ve built a successful, thriving practice. I wouldn’t trust anyone else with our tools.

PT

Pamela Tate

Tax Professional & Business Owner

I’ve been working with Milton Tax for over 18 years, and it has been one of the best decisions of my career. I started as a tax preparer with their team, and they walked me through every step of building my own business — from A to Z. Today, I run my own thriving tax practice using their #1 tax software. Milton Tax didn’t just train me; they invested in my success. I recommend them wholeheartedly to anyone — whether you need tax services or you’re ready to build your own business.

DW

Darlene W.

Independent Tax Professional · 18+ Years

Frequently Asked Questions

Quick answers to the questions we get most often.

What types of tax returns do you prepare?
We prepare individual returns (1040), self-employed returns (Schedule C), and business returns including S-Corporations (1120-S), Partnerships (1065), and C-Corporations (1120). We file federal and all 50 states for individual returns.

Our fees vary depending on the complexity of your return and the forms required. We offer transparent pricing — fill out our intake form and we’ll send you a detailed quote within one business day. No surprises, no hidden fees.

A tax refund advance is a loan secured by your anticipated refund, allowing you to receive a portion of your refund sooner while the IRS processes your return. Eligibility depends on filing with us, having a valid SSN, and meeting standard requirements. Submit our refund advance inquiry form to get started.
A tax refund advance is a loan secured by your anticipated refund, allowing you to receive a portion of your refund sooner while the IRS processes your return. Eligibility depends on filing with us, having a valid SSN, and meeting standard requirements. Submit our refund advance inquiry form to get started.
We offer optional audit protection as an add-on at the time of filing. While we do not represent clients before the IRS directly, we will help you connect with the right department at the IRS and guide you through the process. For full audit representation, we recommend purchasing the audit protection add-on.
Yes. Our ProFiling Elite package includes mentorship and onboarding so new preparers can launch their practice with confidence. We also actively recruit and train tax professionals — see our hiring section to apply.
The Personal license ($799) is built for filing your own individual return with guided support. The Professional license — ProFiling Elite ($1,499) — is for tax preparers and includes unlimited client returns, business returns, multi-state filing, bank product integration, and priority support.

💰 Need Your Refund Faster?

Ask about our Tax Refund Advance — get a portion of your refund sooner while the IRS processes your return.

Inquire About a Refund Advance

Get Started Today

Request a software demo, book a tax service, or apply for a refund advance.

Request a Free Software Demo

See ProFiling Elite in action. We’ll walk you through every feature.

Client Intake & Quote Request

Share your details and we’ll send a custom quote within one business day.

Client Intake & Quote Request

Share your details and we’ll send a custom quote within one business day.

Refund advances are loans secured by your anticipated refund. Eligibility, terms, and fees vary. Submitting this form does not guarantee approval.

Join the MiltonTax Team

We’re growing — and we’re hiring driven people who want to build something with us.

Virtual Assistants

Remote support roles for client outreach, scheduling, and admin work.

Commission Closers

Commission-only sales pros to close software and service deals.

Tax Preparers

Experienced and entry-level — full training and mentorship provided.

Apply to Join Our Team

Tell us which role interests you and a little about yourself. We’ll review and reach out to qualified candidates.

Refund advances are loans secured by your anticipated refund. Eligibility, terms, and fees vary. Submitting this form does not guarantee approval.

Trusted by Riverdale & Clayton County

Year-round tax expertise from a team that treats your finances like their own.

Visit Us

948 Hwy 138
Riverdale, GA 30296

Call

(404) 954-0065

Email

miltontax@miltontax.com

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