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Client Resources

Client Resources

We know your time is valuable, so we've collected some resources to provide you with links and tools to helpful information. From this page, you can access our Refund Tracker to check refund status, our easy-to-use calculators, or links to other online resources. Select one of the following:


In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

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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 Our Specialties

Chiropractors

We understand that the countless number of tasks associated with running a successful practice leaves you with little time to deal with your numerous accounting and tax responsibilities. That is where ...

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Property Management

With proactive tax strategies and industry-specific expertise, we have a proven track record of helping property management firms succeed from...

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Contractors

If you contract your services as a salesperson, freelance writer, graphic designer, real estate professional, or other profession contact us to learn about the comprehensive, affordable...

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Nonprofits

Morgan & Associates has extensive experience in nonprofit accounting, currently providing audit and tax return services to a growing number of...

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