Morgan & Associates is an accounting and consulting firm focused on improving the financial and operational performance of small and medium-sized organizations, individuals and families through strategic tax and assurance services. Formerly known as Donald D. Morgan PC CPA, Morgan & Associates is based in Grand Rapids, Michigan, and is now in its second generation of family ownership. The company prides itself on the diversity of its clients and its passionate commitment to their success.
We Know Your Business
At Morgan & Associates, when we say we understand your business, we mean it. And that's more than knowing your industry or your books. We're a second-generation family-owned enterprise working to grow its business during challenging times. We believe in hard work and honest values. We're entrepreneurial and cost-conscious. We expect our vendors to deliver large-scale value with small-scale service. We're a lot like you.
But more than that, we understand that every situation is unique. Our client family is comprised of organizations of every size and shape and individuals from all walks of life. With diversity comes an increased understanding of the unique implications of any given situation, even those that may seem commonplace. This allows us to identify new opportunities and create out-of-the-box solutions for our clients. We respond quickly to emerging needs and new business opportunities with strategic and cost-effective service.
Our specialty practice areas include:
Your Success is Our Success
Today's business world is a rapidly changing place with new risks and opportunities at every turn…but so was yesterday's. The fundamentals of entrepreneurship haven't changed in a hundred years and won't change in a hundred more. There are always new risks and opportunities, new competitors and prospects. At Morgan & Associates, our mission is to help you take advantage of those changes. We know that our success is determined wholly by the success of our clients. As such, we are committed to proactive solutions and passionate customer service. We are aggressive in our tax practice and value-focused in our audits. We know that the only value in our continually growing experience and expertise is in how we deploy it on behalf of our clients.
Morgan & Associates has built its company largely one referral at a time. Your success is our success. It is our continued growth and the essence of our brand. But don't take our word for it. See what our clients have to say.
We make your life less taxing
Morgan & Associates exists to make the tax and accounting burden of its clients less costly and time consuming. We allow our clients to spend more of their time and money with their families, personal interests or on the growth of their business.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
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The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.