Morgan & Associates offers its clients an expedited audit program for employee benefit plans. We work to protect the assets and financial integrity of your employee benefit plan to ensure that it will be able to meet the needs of your employees. Whether you have one plan or a dozen, our experience and commitment to value-added assurance programs will save you time, money and peace of mind.
We are committed to benefit plan audits and work hard to stay apprised of the latest developments within the industry. We are familiar with all aspects of modern benefit plans and their funding sources, requirements and regulations. We have relationships with the Department of Labor, Internal Revenue Service and the Pension Benefit Guaranty Corporation. And we can prove that the investment required to transition from your current provider will be well spent.
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 more
With proactive tax strategies and industry-specific expertise, we have a proven track record of helping property management firms succeed from...read more
If 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 more
Morgan & Associates has extensive experience in nonprofit accounting, currently providing audit and tax return services to a growing number of...read more
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.