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.

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Our services include:


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


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 & Morgan CPAs 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.

Client Center

Using Your Client Organizer
How to Review My 1040
Using File Exchange

Phone: 616.776.6457 • Fax: 616.776.6439
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