Morgan Financial Services

About Morgan Financial Services

Morgan Financial Service is an accounting, bookkeeping, and tax service located in the Highland neighbourhood on Belmont Dr. The firm serves individuals and small businesses across a variety of industries, offering personalized professional services tailored to each client's specific goals. The business provides a comprehensive suite of financial services, including bookkeeping, accounting, and tax preparation. Specifically, they offer individual tax preparation for sole proprietorships, as well as corporate tax services for partnerships, C-Corps, and S-Corps. Their tax services include depreciation planning, tax credits, and year-end planning. Additionally, the firm handles trust and gift tax preparation, including fiduciary income tax returns. For those using specific software, they provide QuickBooks training and accounting help to ensure the platform is used effectively. Because Kathleen Morgan is an Enrolled Agent, the firm also provides professional IRS representation for clients dealing with federal and state agencies. Founded in 2001 by Kathleen Morgan, the business was established to address a significant need for accurate bookkeeping and tax services. Kathleen Morgan is an accountant, enrolled agent, and certified QuickBooks Pro Advisor with 25 years of experience in small business accounting. She holds a Bachelor of Science in Accounting from West Virginia State University and a graduate degree in Accounting from Southern New Hampshire University. The firm describes its approach as working one-on-one with clients to help them understand the importance of a quality accounting system while developing strategies to minimize tax liabilities and maximize cash flow.