James has been with Morgan & Morgan 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.
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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 moreIf 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...
read moreMorgan & Associates has extensive experience in nonprofit accounting, currently providing audit and tax return services to a growing number of...
read moreThis 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.
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