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Deborah Morgan and Company, Inc. has been helping entrepreneurs, business owners, non-profits and individuals like you grow and prosper for more than 25 years. We specialize in helping you achieve the long-term growth you seek, and we pride ourselves on our uniquely proactive approach to both defining and fulfilling the individual needs of each and every one of our clients

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Deborah Morgan and Company, Inc.
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TAX TIP TUESDAY: Don't Let a Divorce be More Taxing Than Necessary
Jul 23

Jul 23 TAX TIP TUESDAY: Don't Let a Divorce be More Taxing Than Necessary

Victoria Swarthout
Dependents, Homeowners, Marriage and Family, Money Management, Tax Tips

Filing for divorce? Make sure you have a plan for tax time.

Jul 16
Jul 16 TAX TIP TUESDAY: Know the Facts About Dependents

Victoria Swarthout
Tax Tip Tuesday, Marriage and Family, Dependents, Tax Terms

Who exactly qualifies as a dependent on your tax return?

Conducting a Financial Review
Jul 15

Jul 15 Conducting a Financial Review

Victoria Swarthout
Homeowners, Business Owners, Debt, Money Management, Investments, Retirement Planning, Tax Tips

Conducting an annual financial review can aid you in reaching your long term financial goals.

Don't Overlook Valuable Tax Credits
May 11

May 11 Don't Overlook Valuable Tax Credits

Victoria Swarthout
Tax Tips

Tax credits are one of the most powerful ways to lower your income taxes.

Apr 16
Apr 16 Private Agencies Now Collecting for The IRS

Victoria Swarthout
Tax Law Updates, Tax Tip Tuesday

The IRS recently notified all taxpayers regarding the outside collection of past-due tax bills.

Understanding Tax Terms: Head of Household
Apr 12

Apr 12 Understanding Tax Terms: Head of Household

Victoria Swarthout
Homeowners, Marriage and Family, Tax Terms

Do you know the requirements for filing Head of Household?

Health Savings Accounts Pay Medical Costs and Cut Taxes
Apr 5

Apr 5 Health Savings Accounts Pay Medical Costs and Cut Taxes

Victoria Swarthout
Insurance, Tax Tips, Investments

Health savings accounts can be used to build tax-sheltered nest eggs that can pay out-of-pocket medical expenses with tax free dollars.

TAX TIP TUESDAY: Tax Strategies for Homeowners
Apr 4

Apr 4 TAX TIP TUESDAY: Tax Strategies for Homeowners

Victoria Swarthout
Homeowners, Tax Tip Tuesday, Tax Law Updates

Buying or selling a home? It's important to be aware of potential tax benefits and pitfalls.

TAX TIP TUESDAY: New Parents, Take Advantage of Tax Benefits
Apr 3

Apr 3 TAX TIP TUESDAY: New Parents, Take Advantage of Tax Benefits

Victoria Swarthout
Marriage and Family, Tax Tips

Whether you are a first time parent, grandparent, or know someone who is expecting, here are some tax tips to consider:

Cash or Accrual? What's the Difference?
Mar 29

Mar 29 Cash or Accrual? What's the Difference?

Victoria Swarthout
Business Owners, Home Business, Accounting

Do you know the differences between Cash vs. Accrual basis? Take time to review the pros and cons of each before starting your new business.

TAX TIP : Homeowners, Review Your Tax Forms
Mar 26

Mar 26 TAX TIP : Homeowners, Review Your Tax Forms

Victoria Swarthout
Tax Tip Tuesday, Tax Law Updates, Homeowners

New tax laws require you to prove how funds are used to qualify for a deduction. This can mean that not all of the interest and points reported on your 1098 statements are tax-deductible.Tax Tip: Include a note with each 1098 you receive to track what the loan is for.

Do You Need to File a Tax Return?
Mar 21

Mar 21 Do You Need to File a Tax Return?

Debbie Morgan
Tax Tips

One common tax question is whether you need to file a federal tax return this year. Here are some quick tips to help you determine your answer:

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