Our Services Include:


Accounting and Bookkeeping

We are committed to providing timely and accurate financial information to our clients. Meaningful, well-organized financial records ensure that your business operations run efficiently on a daily basis. Our accounting and bookkeeping services include: 

  • General ledger and financial statement preparation 
  • Bookkeeping (Monthly/Quarterly/Annual) 
  • Accounting system setup for new businesses 
  • Payroll services 
  • Personal financial statements 


We can help identify areas that negatively affect the profitability and growth of your business and develop a customized solution to address those issues.

IRS Audit Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that ensures our clients are being properly represented before the various federal and state tax agencies. 

IRS Offer in Compromise

An offer in compromise is an agreement that allows taxpayers to settle with the IRS on tax debt that has been assessed or for liabilities they cannot afford to pay. We will work with the IRS on your behalf to provide required documentation to ensure an agreement is met.

IRS Installment Agreement 

If you find yourself unable to fully pay your back tax liabilities, you may be able to get an IRS installment agreement to pay the balance over time. There are several different types of installment agreements depending on how much is owed, your current financial condition, the amount of time the IRS has to collect the debt, etc. We can analyze your situation and negotiate the best results for you on your behalf. 

Cash flow expense planning

We provide you with the knowledge and tools needed to help your business succeed. Our new business advisor services include:

  • Selecting a business structure that best fits your needs by evaluating tax advantages, legal exposure, ease of operation and portability should you need to relocate
  • Selecting the right accounting software by evaluating your budget, needs and hardware
  • Preparing a cash flow budget so you know exactly how much money you need to keep the business alive each month for the first few years 
  • Assisting with billing procedures to maximize your cash flow
  • Reviewing your home office to maximize tax deductions
  • Preparing and filing required state and local licenses and permits
  • Preparing and filing your application for your Federal Employer Identification Number
  • Providing payroll and payroll tax filing, if you have employees
  • Complying with employment laws to avoid fines


We provide payroll tax solutions that can be customized to suit any size business. Our payroll services include:

  • Weekly, bi-weekly or monthly payroll processing
  • Preparation of W-2s, W-3s and 1099s
  • All federal and state payroll tax filings
  • Worker's compensation audits
  • Unemployment claims
  • Customized reporting

Speaking Engagements

Deborah Morgan, Certified Public Accountant and Author, is available for speaking engagements. We will work with you to develop a presentation specific to your needs. 

Tax Planning and Preparation

Whether you are an individual or a multi-tiered partnership, we develop strategies that take advantage of new tax laws and legislation aimed at reducing your tax liability, saving you the most money on taxes.