Morgan Tax Group – Tax Preparation & Bookkeeping Services in Maurice, LA – Personalized Tax, Bookkeeping & Notary Services for Acadiana

Accounting and taxes for your tomorrow.

Personalized tax preparation and planning, accounting, and notary services (you can trust).

Keeping individuals and small businesses confident and informed—all year round.

Morgan Tax Group, located in Maurice, Louisiana, is built on a client-first, personalized approach. Each service plan is tailored to your goals — from tax preparation and small business accounting to notary services. As an Enrolled Agent, commissioned Louisiana Notary, and QuickBooks ProAdvisor, I’m able to simplify your financial to-dos and create a system you can rely on. Let’s get it set up.

Meet the owner

Hi, I’m Shelby Morgan — owner of Morgan Tax Group, proud wife, and mom to one amazing boy. I founded this business with a simple goal: to provide individuals, families, and small business owners with accounting & tax support that feels personal, not transactional.

What We Do

Small Business Accounting

Organized, reliable bookkeeping to keep your finances clear and updated.

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Tax

Accurate, compliant, and stress-free tax preparation and filing services.

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Notary

Fast, secure, and professional notary services for important documents.

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What our clients says

See what our clients have to say about our reliability, accuracy, and personalized service.

Last year we had to find us a new tax service because our previous person retired. Knowing Blake and Shelby i knew this would be the right fit. And we were so right!!! 🙌🏻Shelby helped us and made the us feel so comfortable and answering all our questions.
And when tax season rolled around this year we were back again. Thank you for all your hard work and all you do for your customers.

Debbie Foreman

“Working with Shelby has been a complete breath or fresh air. She helped us with our LLC and past tax issues. She answered any questions we had and always responded back to us quickly. Ny husband and I recommend her 100%”And when tax season rolled around this year we were back again. Thank you for all your hard work and all you do for your customers.

Blaise Leger

So glad I found Morgan’s Business & Tax Services! Fast, professional, and easy to work with. You can tell she genuinely cares about her clients.

Brittney Garrett

Mrs. Shelby is very professional and knowledgeable. She handled our personal taxes fast and efficient. Also helping guide us for the next year.

Nelda Landry

New small business owner here, Shelby has really helped me out of a mess I had with bookkeeping, payroll, and taxes. She got right on it and Now I can focus on getting my business going without stress and worry. Communication was easy and she explains things until I understand. Highly recommend!

Katie Gillis

Frequently Asked Questions

Your questions answered simply and clearly.

What services does Morgan Tax Group offer?

Morgan Tax Group provides comprehensive financial support for individuals and small businesses. Our services include bookkeeping, payroll management, sales tax filings, tax preparation for individuals and businesses, tax planning, and notary services. Whether you need help staying compliant year-round or guidance on strategic tax savings, we offer solutions to help you stay organized and confident in your finances.

How do I become a client?

Getting started is simple! You can begin by scheduling a consultation through our website or contacting us directly. We’ll discuss your needs, gather a few details about your business or tax situation, and determine the best service plan for you.

What’s included in your bookkeeping services?

Our bookkeeping services keep your finances organized and up to date. This includes transaction categorization, account reconciliations, financial statement preparation, and monthly reporting. We use QuickBooks Online and Keeper for seamless collaboration, ensuring your books are clean, accurate, and ready for tax time. Add-on options include payroll management and sales tax filings for a full-service solution.

What information do I need to provide for my tax return?

The documents vary based on your situation, but generally include W-2s, 1099s, income and expense summaries, and any relevant forms for investments, real estate, or business activity. We’ll provide a personalized tax checklist through your client portal so you know exactly what’s needed and nothing gets missed.

How can I reduce my tax liability as a small business owner?

Reducing your tax burden starts with proactive tax planning. We help identify legitimate deductions, optimize your business structure, and time income and expenses strategically. That might include maximizing retirement contributions, leveraging Section 179 deductions, or tracking deductible business expenses effectively. Our planning services are designed to help you save money year-round — not just at tax time.