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 ...
read moreWith proactive tax strategies and industry-specific expertise, we have a proven track record of helping property management firms succeed from...
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 moreThe new budget bill passed by Congress on December 20, 2019 impacted both retirement and college savings plans. While many are still waiting for further guidance from the IRS on several details of the bill, we compiled a short list of the major changes that may affect you.
You’ve heard us talk about offsetting your capital gains taxes before — but we’re going to keep talking about it, because it’s a huge tax savings strategy.
It’s that time of year when everyone can agree on one thing: Paying taxes is a drag. As we progress into a new tax season, follow these tips to help avoid a heavy tax burden this year:
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