CPA & BUSINESS ADVISORY
At Taylor & Morgan, we help our clients achieve their goals in an ever-changing financial and regulatory environment.
Business Services
Tax Advisory
At Taylor & Morgan, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals. Our experience, analysis, and thorough research allow us to optimize financial opportunities in tax law. Bring us your receipts, bills, and notices from taxing authorities and we will help you get issues resolved.
Advisory Services for Buying and Selling
Business transactions and transitions are complicated affairs. Whether you're buying, selling, or considering a merger, Taylor & Morgan can help you structure and negotiate the deal. We employ careful analysis and due diligence to determine an asking price, favorable tax structures, financial and cash flow impact, and compatible business functions. Scaling your business is a huge undertaking. With our expert advice, you can make the right decisions for your business.
Audit & Assurance
Taylor & Morgan provides audit and assurance services to privately held businesses, non-profit organizations, public and charter schools, and municipalities. Our experienced team will efficiently complete your audit or review to satisfy loan covenants from banks, buyer requests, grantor, or regulatory requirements.
Business Consulting & Contract CFO
Business owners rely on our experts to help them remain productive and profitable.
Our business consultants identify deficiencies, then create a corrective plan. Whether topline growth or bottom-line enhancement is the goal, there is a personnel, investment, software, or selling solution available.
Is your company too large to rely on a bookkeeper or a small accounting department to meet your accounting and analytical needs, yet too small to budget for a full-time Controller or CFO? Let Taylor & Morgan assist you with a contract CFO to oversee your accounting staff, implement processes and ensure compliance, and provide management with financial reporting vital to decision-making.
Litigation Support & Forensic Accounting
Taylor & Morgan litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services involve quantification of economic loss or damages, fraud and theft investigation, and analysis of financial records. Financial and personal records are often vast and confusing to sort through. Our professionals make sense of these records and transactions and get to your bottom line.
QuickBooks Consulting & Accounting
QuickBooks can provide useful and timely information through financial statements, reports, and graphs. However, it can only provide this information if you purchase the right product and install, set up, and use it properly. We don't just help you use the software; we help you use it more efficiently and effectively.
Taylor & Morgan offers the following solutions to help meet your QuickBooks needs:
- Personal Training
- Installation
- Setup
- Support
- Review
Don't have the staff or time to do your own accounting in QuickBooks or other software? One of our professional bookkeeping staff members can help. Call or click below to request a needs assessment and we will provide a quote for services.
Individual Services
Tax Preparation & Planning
The Taylor & Morgan team keeps up with current tax law to help you reduce your tax burden without incurring unnecessary risk. Our professionals have deep backgrounds in estate tax, income tax, gift tax, trust tax planning, charitable giving planning, executive compensation and benefits, and life insurance planning. Our team members have the insight and knowledge to help clients address all their tax issues.
Estate & Trust Planning
Effective estate and trust planning can ensure financial security for your loved ones. For businesses, it can maintain a smooth succession of ownership. Taylor & Morgan's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a thoughtful plan on how to distribute the assets left in their estate to avoid complications and ensure that the individual’s wishes are followed. Having your taxes and estate carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Financial & Retirment Planning
Taylor & Morgan is here to help you reach your financial goals and maintain financial independence throughout retirement. We can guide you through complicated decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating existing investments, we will minimize tax implications though proper planning. The road to retirement is a long one and we can help you reach your goals.
Investment Advisory
At Taylor & Morgan Asset Management, LLC, we develop investment strategies based upon your investment profile and your specific tax circumstances. We employ a long-term investment objective while emphasizing tax minimization strategies. We develop strategies that will allow you to take full advantage of the law, and we use our best judgment and experience to advise you as to what actions you can take to reduce your tax burden yet achieve your investment goals.
We'd like to learn about your specific needs.
