Business Details
Trusted Accounting & Tax Services in Grand Rapids
Morgan & Morgan supports business owners with expert tax, accounting, and advisory services designed to foster year-round financial clarity and strategic decision-making. Our dedicated team provides personalized proactive tax strategies, automated accounting systems, and payroll assurance services tailored to industries including non-profits, education, and government sectors. With specialized expertise in tax resolution, audit preparation, and QuickBooks integration, we empower clients to focus on growth while we handle complex financial operations.Our commitment to leveraging technology ensures real-time data access and streamlined processes, backed by certified professionals with decades of combined experience. We serve clients across Grand Rapids, Muskegon, and Livonia, prioritizing transparency, compliance, and client-centric solutions to build long-term trust and success.
Services
Tax Strategy
Payroll Services
Accounting Automation
Audit Preparation
Tax Resolution
QuickBooks Support
Payroll Assurance
Financial Advisory
Highlights and features
- We offer proactive tax strategy development with average client savings exceeding $14,000 annually.
- Our team includes certified QuickBooks experts for seamless accounting system integration.
- 24/7 secure client portal for payroll and financial data access.
- Specialized services for non-profits, government entities, and complex tax situations.
- Proven audit preparation process combining compliance with strategic business insights.
Associations and certifications
- QuickBooks ProAdvisor
Services
Proactive Tax Strategy
Our personalized tax strategy service identifies legal deductions and credits to reduce annual tax liability. Certified CPAs analyze financial situations, develop customized plans, and provide ongoing guidance to maximize savings while ensuring compliance with evolving tax regulations.
Payroll Assurance
We automate payroll processing with direct deposit, tax reporting, and compliance management. Our system handles deductions, W-2 processing, and secure employee access to pay stubs, reducing administrative burdens while maintaining 100% regulatory compliance.
Accounting Automation
Leveraging robotic process automation streamlines financial operations by eliminating manual data entry. This technology enables real-time financial reporting, improves accuracy, and allows our team to focus on strategic analysis rather than routine tasks.
Tax Resolution
We negotiate with tax authorities to resolve delinquent accounts through installment agreements, offers in compromise, or penalty abatement. Our specialists have a proven track record of reducing liabilities while protecting client assets from levies and liens.
Audit Preparation
Our audit services combine compliance verification with operational analysis. We prepare businesses for IRS or state audits while identifying efficiency improvements, ensuring accurate financial reporting, and providing risk management recommendations tailored to industry-specific requirements.
People
Bill Morgan
President
Certified Public Accountant with 25+ years of experience in tax strategy and business advisory services. Specializes in helping entrepreneurs optimize financial operations through proactive planning and technology integration.
James T. Cook
CPA Partner
Experienced auditor and financial consultant with expertise in nonprofit organizations and government accounting. Focuses on compliance, risk management, and improving organizational efficiency through data-driven insights.
Joe Yost
Senior Tax Accountant
Specializes in complex tax resolution cases and payroll tax compliance. Provides strategic guidance for businesses facing IRS audits or seeking to restructure tax obligations while maintaining operational continuity.
Justin Barnes
Chief Operating Officer
Manages day-to-day operations and technology implementation. Focuses on integrating automation solutions to enhance accounting efficiency and client service delivery across multiple office locations.
Carleigh Martin
Bookkeeper/Payroll Specialist
Handles payroll processing and bookkeeping operations with expertise in QuickBooks systems. Ensures accurate, timely financial reporting while maintaining compliance with federal and state employment regulations.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, tax planning, payroll services, and QuickBooks integration tailored to small business needs with proactive financial guidance.
How can you help reduce my tax liability?
Our personalized tax strategy identifies legal deductions and credits specific to your situation, with an average client savings of $14,000 annually through proactive planning.
Do you offer payroll automation solutions?
Yes, we automate payroll processing with direct deposit, tax reporting, and secure employee access to pay stubs while ensuring full regulatory compliance.
What tax resolution services are available?
We negotiate IRS installment agreements, offers in compromise, and penalty abatement while protecting assets from tax liens and levies through proven strategies.
Are you available for year-end tax planning?
Yes, we recommend scheduling year-end planning meetings to optimize tax positions and prepare for the next fiscal year's financial strategy.
What areas do you serve?
We serve clients in Grand Rapids, Muskegon, Livonia, and surrounding areas with both in-person and virtual accounting solutions.
