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Individual Services

Taylor & Morgan, CPA, PC provides a wide range of services to individuals and businesses in a variety of industries. At Taylor & Morgan, CPA, PC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Preparation

At Taylor & Morgan, our tax consultants work full time to keep up with all the tax law changes. 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. Our tax practice is comprised of professionals with deep backgrounds and experience 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 needed to help clients address all their tax issues.

Estate and Trust Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Taylor & Morgan, CPA, PC'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 well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Financial and Retirement Planning

Taylor & Morgan, CPA, PC's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Taylor & Morgan, CPA, PC can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Investment Advisory (Asset Management)

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.


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