Milton Tax

Milton Tax is a tax consulting firm that provides tax preparation, tax-focused courses, and software for individuals and businesses. Put simply, it is about managing your IT, from help desk to infrastructure, as an outside partner.

The natural audience is small and mid-sized companies. They also list Accounting, Consulting, Continuing Education and Tax Consulting, so expect those to show up in the feature set. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Milton Tax is based in Riverdale, Georgia and founded in 2003. You can read more at miltontax.com.

Things worth asking about: response SLAs, onboarding, and what is billed per hour. Ask for a trial on your own data, not a canned demo.

If you have worked with Milton Tax, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.