Ready to Reduce your tax burden?
We help high-income earners and business owners paying $20K+ in taxes cut their tax bills by 50% or more—using legal, IRS-compliant strategies tailored to your goals
If you’re paying a significant amount in income taxes each year, it’s time to explore better options. Schedule a free consultation and discover how Milana Financial Services can help you take control of your tax strategy.
Trusted Expertise
With years of experience in advanced tax planning, Milana Financial Services provides reliable, up-to-date guidance grounded in a deep understanding of complex tax codes.
Personalized Solutions
We take the time to understand your unique financial profile and goals, crafting strategies that are tailored specifically to your needs—not generic templates.
Meaningful Results
Our strategic approach consistently delivers measurable outcomes, helping clients reduce tax burdens and make more informed financial decisions year after year.
Why Choose Milana Financial Services
Stop Overpaying. Start Keeping More of What You Earn.
If your tax bill is $20K or more, there’s no reason to leave thousands on the table. At Milana Financial Services, we specialize in helping high-income earners reduce their tax liability by up to 50% or more—legally and strategically.
We don’t do one-size-fits-all. We craft custom, audit-safe tax plans that work with your income, not against it.
- White-glove, client-first service
- Proven, IRS-compliant strategies
- Real savings, not empty promises
You’ve built your income. Now it’s time to protect it and grow it—without giving more to the IRS than necessary.
Why Choose Milana Financial Services
At Milana Financial Services, we deliver expert tax advisory services with a personal touch. By maintaining a home-based, client-centered model, we reduce unnecessary overhead and pass those savings along to you—without compromising on quality.
We work closely with every client to develop tailored strategies designed to reduce tax liabilities, support smarter financial decisions, and ensure lasting value.
- Personalized, one-on-one tax planning
- Strategic, research-based recommendations
- Transparent and responsive service
- Experienced advisory team
- Cost-effective and high-value solutions
Strategic Tax Reports
That Deliver Long-Term Value
Our tax advisory reports are created specifically for individuals and households with significant income tax obligations. Each report provides in-depth, personalized analysis of your financial landscape and outlines actionable strategies to reduce your tax burden.
This proactive approach simplifies the complexities of tax law and positions you for smarter decisions in the years to come.
- Comprehensive Tax Liability Review
- Personalized Tax Strategy Reports
- Long-Term Tax Planning & Optimization
- Guidance for Small Business Owners & Professionals
- Year-Round Tax Support
Serving Small Business Owners, Medical Professionals, and High-Income Households and Individuals
Milana Financial Services works exclusively with clients who are seeking a higher level of tax strategy and planning. We understand the financial dynamics and responsibilities that come with higher earnings—and we deliver strategies that respect both your time and your ambitions.
Small Business Owners
We understand the financial dynamics and responsibilities that come with higher earnings—and we deliver strategies that respect both your time and your ambitions.
Medical Professionals (Doctors, Dentists, Nurses)
We understand the financial dynamics and responsibilities that come with higher earnings—and we deliver strategies that respect both your time and your ambitions.
High-Income Households and Individuals
We understand the financial dynamics and responsibilities that come with higher earnings—and we deliver strategies that respect both your time and your ambitions.
A Streamlined, Client-First Process
Schedule a Consultation
Meet with us to discuss your goals and review your current tax situation.
Receive a Personalized Tax Advisory Report
We conduct a deep-dive analysis and deliver custom strategies tailored to your income profile.
Implement & Optimize
We walk you through implementation and provide continued support to help you stay ahead.
Monitor & Adjust
As your financial life evolves, we update your strategy to keep you optimized.
Real Clients. Real Results.
James
- Was facing an unexpected IRS tax bill of $85,000 after a record-breaking sales year
- His previous accountant didn’t adjust for commission structures or 1099 filings
- We restructured his entity and strategy — resulting in a $92,000 refund
Priya
- Paid over $120,000 in taxes last year with zero planning
- Her former CPA never discussed R&D credits or depreciation
- We implemented a custom tax strategy and helped her save $115,000 in the first year
Marcus
- Was set to owe $60,000+ due to poor quarterly estimates and no write-offs
- We corrected his filings, introduced proper planning, and he walked away with a $30,000 refund
Sophia
- Was paying over $70,000 annually in taxes without knowing she qualified for key deductions
- Her former tax professional never structured her business for write-offs
- After working with us, she saved $68,000 in one year and now has a proactive tax plan in place
David
- Had $150,000 in profits but saw nearly half go to the IRS due to lack of planning
- Previous CPA treated him like a W-2 employee with no strategic insight
- We restructured his compensation and deductions — now he’s saving over $80,000 per year
Ready to Reduce Your Tax Burden?
If you’re paying a significant amount in income taxes each year, it’s time to explore better options. Schedule a free consultation and discover how Milana Financial Services can help you take control of your tax strategy.
