(616) 776-6457 | [email protected]

Employee Benefits

Our benefit plan audits will save you time and money

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.

In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.


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.

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 Our Specialties


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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Property Management

With proactive tax strategies and industry-specific expertise, we have a proven track record of helping property management firms succeed from...

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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...

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Morgan & Associates has extensive experience in nonprofit accounting, currently providing audit and tax return services to a growing number of...

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