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We are a small business, serving small business's tax and financial needs. We have many types of clients from (hospitality, real estate agencies, full service restaurants, holding companies, franchisors, franchisees, lawyers, doctors, and insurance companies, to name a few). We specialize in the following, i.e., One-one-One DIRECT attention to your needs, in these areas: - Full Service Accounting, Payroll, Tax Filing and Preparation - Quickbooks Desktop and Online Setup - Tax & Financial Planning - 401K rollovers - IRA account investment management - 529 Education Account management - Life and Disability Insurance Planning and Setup - Business Consulting We also provide online, secure document storage, in encrypted portals.

The firm is organized into three main business units – CAS, Tax, and Wealth Management. We provide what would be considered more traditional accounting and tax services in addition to advisory services such as small business fractional CFO services, structured tax solution engagements, retirement planning, investment management and estate planning. Our team members work together and rely upon one another to service our clients. We maintain a philosophy that not one of us is as smart as all of us.

At Morgan & Associates, we support business owners with expert tax, accounting and advisory services — and not just quarterly or annually. We work with you on a regular basis to provide analysis and insight that helps you make smart business decisions throughout the year. We want you to spend your time focused on growing your business… your passion. So, let us handle the accounting… and you keep being the best! You started your enterprise because you have a passion for what you do. We understand that passion and want to make sure we help you stay focused on being the best in the business!

Our firm approach is simple and successful. We focus on our client's needs always. We look beyond basic compliance and then we provide real value by teaching, empowering and providing contemporary solutions. We bring decades of practical knowledge from the public and private accounting sectors to serve our clients and local communities. Our core values are simple. We want our clients to say we are fair, honest, experienced and confidential. We want to be known as as small business specialist that helps maintain family wealth and supports our local non profit community. Let our Family Help your Family.

Gone are the days when meeting with your CPA once a year was enough to sustain a business. With Jeromy as your CPA, you will have proactive guidance throughout the year, from comprehensive tax planning to consultations that address any relevant financial needs you may have that arise. Jeromy, along with his team, are skilled at assessing financials to identify existing problems and looking for opportunities to improve the financial health of your business. We strive to provide comprehensive financial services that will help your company succeed, whether it’s from the very beginning of building your business or taking an existing company and reimagining the way it looks at its accounting and financial data.