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Tax Planning, Preparation & Resolution

We make your life less taxing

While it’s true that taxes are one of the few certainties in life, there is no certainty in how much or how many taxes an organization or individual will face in a given year.

  • Virtually every financial decision has tax implications.
  • Tax law is as fickle as the politicians who create it.
  • Tax incentives are increasingly employed by federal, state and local governments as an economic development tool.

When armed with sound advice and strategy, tax uncertainty can become opportunity. The tax consultants at Morgan & Morgan CPAs have a sincere passion for lowering the tax burden of their clients. We offer a complete line of tax planning and consulting services for corporations and individuals, including strategies to manage the complex relationship between the multiple filings (corporate and individual) required by owners of closely-held businesses. We also boast a unique tax preparation and planning practice designed to meet the needs of cohabitating couples and nontraditional families.

Our services include:

Business

Accounting and Risk Advisory • Business Tax • Compliance • Disputes • Employment Tax • International Tax • Inventory • Mergers & Acquisitions • Multi-state • Tax Resolution • Not-for-profit • Personal Financial • Services • Planning • Preparation • Property Tax • Sales Tax • State and Local Tax • Tax Credits and Incentives

Personal

Birth and Family • Business Succession Planning • Cohabitation and Untraditional Families • Disputes • Divorce • Education planning • Entrepreneurship and Small Business • Estate, Gift and Trust • Marriage • Multi-state • Personal Financial Services • Property Tax • Retirement Planning • Tax Resolution

Life Changes

Morgan & Associates has a specialty practice designed to guide clients through the financial implications of major life events such as birth, graduation, marriage, divorce and death. Learn more here.


Tax Resolution

Morgan & Associates offers a wide variety of proven services to solve your tax problem. We offer more than just blanket treatment, but specific diagnosis of your tax circumstances. Whether it is dealing with unfiled tax returns, delinquent income taxes or a payroll tax crisis, we have an effective solution.

The most characteristic tax problems and solutions that we encounter on a daily basis are listed below:

Tax Accountants

Our experienced tax accountants offer the ability to effectively negotiate a proper tax settlement with the IRS based on the intricacies of the law. Whether it is an Offer in Compromise or an Installment Agreement, our tax accountants have the expertise to bring about actual tax resolution.

Tax Levies

Once you have received an announcement from the IRS that your bank accounts are going to levied to cover a delinquent tax debt, you only have 21 days to act. Once the money has been taken from your bank account, it is very difficult to recover it.

Offers in Compromise

It is essential for your tax resolution specialist to have the ability not just to present an Offer in Compromise, but to have an Offer in Compromise accepted by the IRS. We have an excellent track record, as many of our Offers in Compromise settlements presented to the IRS have been accepted.

Payroll Tax Problems

Payroll tax problems need to be addressed immediately for a business to survive. Nothing will dissolve a business faster than a payroll tax problem. Since the Trust Fund Recovery Penalty is known as the 100% penalty.

IRS Tax Liens

When a tax lien is filed against you by the IRS or one of the state taxing agencies, it is on public record, and your credit history is affected. Contact us before it gets worse and the tax lien turns into a tax levy.

IRS Installment Agreements

What is essential when it comes to negotiating an Installment Agreement is to find a payment figure that the IRS will accept while allowing you to continue to thrive. Our goal is to present an Installment Agreement that works for you.

Currently Not Collectible

If you do not have the funds to cover your tax debt, if you are out of work or can barely afford to support your family, currently not collectible status may make sense for you. Should penalties increase when you already have no ability to pay the IRS?

Innocent Spouse Relief

Should a spouse and family suffer when a partner secretly fails to pay their income taxes? Innocent spouse relief can provide a response when a delinquent tax problem puts a family’s future in crisis.

Trust Fund Recovery Penalty

The trust fund recovery penalty is known as the 100% penalty as it reflects the seriousness of the Internal Revenue Service’s position toward unpaid payroll taxes. For the IRS, the Trust Fund is an inviolable trust given to an employer by their employees and the government. Violation of that trust is considered a form of theft.


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

 

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