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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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Jun 15
Jun 15 Couples and COVID-19: Here are 5 Ways to Work Together During the Pandemic to Protect Your Finances

Debbie Morgan
Marriage and Family, Money Management

Create a financial plan with your spouse or partner to put any concerns regarding finances and the pandemic to rest.

May 15
May 15 Not All PPP “Forgivable” Loans Will be Forgiving

Debbie Morgan
Business Owners, Covid-19 Updates, Debt, Tax Law Updates

The federal government has recently taken steps to protect small business owners. Though the PPP loans are forgivable, the requirements are not as broad as borrowers originally thought.

May 13
May 13 Checking Your Federal Refund Status Is Easy

Debbie Morgan
Tax Tips

If you have already filed your federal tax return and are due to receive a refund, you can check the status of your refund online.

May 11
May 11 IRS Guidance: PPP Loan Expenses Not Tax-Deductible

Debbie Morgan
Business Owners, Accounting, Covid-19 Updates, Tax Law Updates

On April 30th, the IRS released guidance announcing that expenses related to Paycheck Protection Program (PPP) forgivable loans will not be tax-deductible.

May 7
May 7 When Will I Get My Stimulus Check?

Victoria Swarthout
Covid-19 Updates, Dependents, Tax Law Updates, Tax Tips

The IRS has already sent out 80 million stimulus payments to taxpayers that included their direct deposit information on their most recently filed 2019 or 2018 return.

Apr 23
Apr 23 IRS Provides Online Tools for Recovery Rebates

Debbie Morgan
Covid-19 Updates, Dependents, Marriage and Family, Money Management, Tax Terms, Tax Law Updates

A new IRS online tool allows you to track your stimulus payment, update address information, submit non-filer’s direct deposit information, and more.

Apr 22
Apr 22 Paycheck Protection Program (PPP) Information Sheet: Borrowers

Debbie Morgan
Covid-19 Updates, Business Owners, Debt, Tax Law Updates

In the face of growing COVID-19 pandemic, Congress has passed the Paycheck Protection Program, a $349 billion effort to support small businesses

Apr 22
Apr 22 Rebates Are Finally Flowing- Did You Get Yours?

Debbie Morgan
Marriage and Family, Money Management, Tax Law Updates, Tax Terms, Tax Tips, Covid-19 Updates

The IRS has started making the much anticipated Economic Impact Payments, or stimulus checks.

We Have a New Office!
Sep 12

Sep 12 We Have a New Office!

Debbie Morgan

Please note our new suite number as of September 2019: Unit 187.

Tax Preparation Professionals: How Are They Different from One Another?
Aug 8

Aug 8 Tax Preparation Professionals: How Are They Different from One Another?

Victoria Swarthout
Accounting, Business Owners, Tax Terms

Enrolled Agents, CPAs, and CTEC Registered Tax Preparers are all qualified to prepare and sign your tax returns- though the requirements for licensure are vastly different. Which tax professional is right for you?

Prepare-Your-Own Tax Software: Is This the Best Way to File?
Jul 30

Jul 30 Prepare-Your-Own Tax Software: Is This the Best Way to File?

Victoria Swarthout
Business Owners, Home Business, Homeowners, Marriage and Family, Tax Tips

Beware of do-it-yourself tax software - you may be missing out on deductions.

TAX TIP TUESDAY: IRA Contribution Limits
Jul 26

Jul 26 TAX TIP TUESDAY: IRA Contribution Limits

Victoria Swarthout
Retirement Planning, Tax Law Updates, Tax Tip Tuesday

For the first time in six years, limits for IRAs have risen.

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