Milton & Associates can offer a full range of accounting, insurance, retirement services, while giving you the individual attention that you need.
Milton & Associates have volumes of experience working through tax, insurance and retirement strategies. We guarantee that your business is in good hands at all times.
Milton & Associates provide support in all areas of business, insurance, and retirement consulting. Let our team guide you with a strategy that leads to growth and success.
« About Us »
Milton & Associates have over 30 years of experience helping our neighbors with insurance, tax, and retirement needs. We prepare taxes, help with insurance needs, and educate about retirement planning for all of Central Florida as well as for clients throughout the country.
Our goal is to provide any help our clients may need, from understanding new laws to e-file procedures, insurance needs, and retirement planning. Our office is open year-round to provide support on an ongoing basis.
Why not give us a call to find out all the details or schedule an appointment right now?
« Our Staff »
Florida Blue Independent Agent/Tax Preparer
Theresa is an Independent Agent for Florida Blue. She has been a Professional Tax Preparer for over 15 years. She is also a Notary Public for the State of Florida. Call her for an appointment or stop by the office for professional and friendly service. Contact Theresa at 407-484-9367.
Retirement Specialist/Florida Blue Independent Agent/ Accountant
Otis has an Bachelor Degree in Business from University of Central Florida in Accounting with a focus on Tax Preparation. He is an Independent Agent for Florida Blue. As a Retirement Specialist, his focus is educating teachers, state workers, and school staff on planning for retirement. Otis is a Notary Public for the State of Florida. Otis is ready, willing, and able to help you with all of your needs. Contact Otis at 407-716-1054 .
“I have been going to Milton & Associates to do my taxes for over 8 years. They always help me get the maximum in my tax return. They guided me during my process of starting up my business, and even helped my husband with the long process of filing an identity theft report with the IRS. They are very knowledgeable, professional and have wonderful customer service. I recommend them to my family and friends all of the time. “
This was our first experience having our taxes professionally done and it turned out to be a pleasure. Theresa and her husband were very kind. We came into their office a few minutes before they close and they were very patient with us. She worked quickly and shared valuable tax information with us and I’m grateful we were referred to this tax office. We would definitely recommend and will be back whenever we need our taxes taken care of.
“Milton & Associates has prepared my taxes for almost twenty years. I trust their experience and expertise implicitly. Moreover, I especially enjoy uploading my tax documents to the Milton Fast Tax portal so that I no longer have to drop off my documents in person or send them by mail. Even though I live on Florida ‘s East Coast and there are closer Tax preparers to me, I plan to stick with Milton & Associates indefinitely.”