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Vann Whipple Milligan, P.C. provides a wide range of services to individuals and businesses in a variety of industries. At VWM, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Tax Management Services

At VWM, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize tax liabilities, maximize cash flow, and keep clients on track to achieving their financial goals. Our expertise, experience, analysis and thorough tax law research allow us to optimize financial opportunities. We are knowledgeable and up to date on tax laws and can make sense of IRS and state notices.

Our tax staff and partners have the capability and experience to provide a wide range of tax services. We specialize in tax issues of individuals and closely held business. These services include tax planning and advice, preparation of tax returns and assistance during the examination of returns by the taxing authorities. Our services are provided by individuals who devote most of their time to matters of taxation.

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both current and future tax liabilities.

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. We provide tax planning and return preparation for:

  • Individuals
  • Corporations
  • LLCs, LLPs, LLLPs
  • Partnerships
  • Not-for-profit organizations
  • Trusts and Fiduciary
  • Estates and Gift
  • Health and Welfare Benefit Plans

Assurance and Advisory Services

At VWM, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

VWM's financial statement services comprise all three levels of assurance depending on your company's needs.


Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you in order to ascertain the validity and reliability of your information so we can provide assurance to third party users of your financial statements.


Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis.


Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to the underlying accounting records.

Advisory Services

We also provide support regarding:

  • Financial projections and forecasts
  • Transaction structuring and negotiations
  • Mergers and acquisitions
  • Business succession
  • Accounting software selection, implementation and support

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. VWM's accounting services steer clients closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Accounting system setup and support
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation
  • Litigation support

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