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2025 Tax Season Guide: Our Process, Deadlines & Checklist

It is tax time again! As we head into the busy season, the team at Milton Law Group is ready to assist you with your 2025 individual tax return preparation needs. Whether you are a returning client or looking to hire a tax professional for the first time, we believe in a transparent, streamlined, and secure process. Our goal is to provide convenience while ensuring your returns are accurate and compliant. Below is an overview of our tax preparation workflow for the 2025 tax year, along with critical deadlines you need to know. Our Tax Preparation Process We leverage a secure digital workflow to...

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Mark Milton Named Missouri Rising Star by Super Lawyers for 7th Straight Year

Managing Attorney Mark Milton, Esq., has once again been recognized as a Missouri Rising Star by Super Lawyers, marking his seventh consecutive year on this prestigious list. What Is Super Lawyers? Super Lawyers is a nationally respected rating service that identifies outstanding lawyers across more than 70 practice areas. Selection is based on a rigorous, patented process that includes: Peer nominations Independent research Professional achievement evaluations Being named a Rising Star is a distinction given to attorneys who are either 40 years old or younger or have been in practice for 10 years or less. Mark’s continued presence on this list is a testament to his...

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2022 Tax Return Preparation Services

Hello!  It’s tax time again and we hope you will be returning to us for your 2022 tax return preparation needs!   We have designed our tax return preparation process (outlined below) to provide more convenience to our clients and ensure a smooth and efficient experience.  If you are a current client, you will receive a series of emails via our client portal that do require your attention. If you are interested in becoming a new client for tax return preparation services, please contact us today. 1. You (and your spouse, if applicable) must review and e-sign our engagement letter for tax year 2022. If...

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Estate & Gift Tax Strategies

As the end of the year approaches, now is an ideal time to implement estate and gift tax strategies to lower your taxable wealth.  STLTaxLawyer Mark Milton shared on "The Mark Milton Show" podcast some useful estate planning strategies available to all individuals looking to minimize their tax liabilities.  One option is that individuals are allowed to give up to $17,000 per person per year and not be subject to a gift tax.  "Drawing down your wealth is a great estate planning tool," Mark said. "Gifting money to your heirs helps avoid estate taxes and you get the benefit of seeing your family enjoy...

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