(724) 852-1500
  mail@milinovichria.com

ACCOUNTING SERVICES



| Quarterly Estimate Preparation | 
We will compute the amounts and let you know what you owe through the year to avoid penalties and interest due the IRS. 

| IRA Distributions | 
We can manage the cash amounts you need as well as submit the taxes due on them any time you need. 

| Marcellus Gas Royalties | 
We have extensive knowledge and experience in this field. We can network with other professionals to see that you receive the best tax advantaged cash flow from your resources. 

| Windfalls | 
Careful investing and withdrawal strategies allow you to build a sizable estate. 

| Beneficiary IRA’s | 
Allow us to help you understand how these investment types work. 

| Estate Planning | 
How do you want your legacy to be remembered? Let us help you structure the financial plan that you can leave for future generations. 



| Tax Filing |
Should you choose, we can prepare your tax returns at an additional fee.

| Quarterly Estimate Preparation |
We will compute the amounts and let you know what you owe through the year to avoid penalties and interest due the IRS.



Tax Efficiency is not important to tax deferred vehicles such as IRAs or qualified pension or profit sharing plans, but it is critical if the returns of your mutual funds are reflected on your income tax returns.

The higher the tax efficiency of a mutual fund, the more of the performance return you keep tax deferred until you ultimately sell the mutual fund.

Tax efficiency is affected by portfolio turnover and other aspects of the manager’s decisions, but a non-tax efficient fund will cause you to pay income tax sooner on those returns than you should.

Milinovich & Co. actively computes the tax efficiency of all funds and only recommends those with a tax efficiency of approximately 95% or higher to a private taxable portfolio.

In other words, if we have a client with both IRA and a private portfolio, the mutual funds recommended for each of these portfolios could be completely different.