James has been with Morgan & Associates since 2010. In his role as Tax & Accounting Manager, he is responsible for preparing and reviewing corporate, partnership, non-profit, and individual returns. James also handles complex accounting and bookkeeping work for a variety of clients in several industries, tax resolution for entities and individuals, and implementation and support for various client accounting software systems. He earned a Bachelor’s degree in business administration from Western Michigan University with concentrations in accounting and economics. James is also a Certified Public Accountant and has been a QuickBooks ProAdvisor since 2011. In his free time, James enjoys soccer, golf, rock climbing, and movies.
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.
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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read moreMorgan & Associates has extensive experience in nonprofit accounting, currently providing audit and tax return services to a growing number of...
read moreCreating a tax strategy is one of the best things you can do for your business — it ensures that you are paying the least amount of tax allowed by law.
With the second quarter tax deadline quickly approaching, some taxpayers and business owners are looking to make wise money choices.
Do you have a backlog of paper in your home or business office? Between the daily mail, important paperwork and printed work product, it can be hard to decipher what to keep and what to shred.
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