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.

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. 

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.

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.

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.