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 moreThere are a few telltale signs that you need to fire your current Tax Pro and start looking for someone new.
If you’re starting a second business, then you know everything that’s involved with a business launch. However, there are a few business basics that every entrepreneur should revisit before diving into another enterprise. Consider these business basics and then put them into a well-thought-out business plan:
Here are 7 things you should start checking off your list to prepare for the end of the year. A few small changes can make a big difference in your total income and tax liability for the year.
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