Launching our business was overwhelming. We were referred to Morgan & Morgan CPAs through friends and knew right away this was the firm we would like to handle all of our finances. They have always been friendly, efficient and willing to go above and beyond to ensure that all of our accounting needs are met. We can call them anytime with questions and someone is always willing to assist us. We could not have asked for better people or a better firm.
Lenn Beardsley & Michael Schimpf
Wealthy at Charles
I have worked with other accounting firms but always felt something was missing. I brought Morgan & Morgan a tax return for review six years ago and never left. I am amazed at the knowledge and capabilities of its staff and would highly recommend them to anyone looking for a great accounting firm.
Dr. Alan Szagesh
Health First Chiropractic
Morgan & Morgan has handled my bookkeeping, payroll, tax returns & State Audit for the last several years. Morgan & Morgan CPAs really take the mystery out of taxes and all the different regulatory agencies.
Small Business Owner – Restaurant
Morgan & Morgan CPAs has been my accounting firm for over 20 years and I could not be more grateful. I have come to appreciate the sense of responsibility they carry with them, not only for the accurate and optimal preparation of my tax return, but also for providing the best and most comprehensive advice on investment and estate issues.
Personal Tax and Consulting Client
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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This tax season is an important one for many business owners because it’s the first that will be impacted by the Tax Cuts and Jobs Act (TCJA). How big of an impact is dependent on your unique situation. We’ve compiled this short list of provisions that may affect the business community:
If you haven’t already, this might be the year to create separate trusts for individual beneficiaries instead of a single trust. While it may make the most sense when children are young, many factors influence the beneficiaries as they age.
A new deduction is creating a lot of buzz for business owners this year. This applies for passthrough entities (S corporations, partnerships, and sole proprietorships) under Sec. 199A.