Business Details
44 Years
experience
Your Trusted CPA Partner in Troy, MI
Since 1982, Taylor & Morgan has delivered personalized tax and financial guidance to individuals and businesses nationwide. Headquartered in Southeast Michigan with offices in Charlotte, North Carolina, our firm combines decades of expertise with a client-first approach. Our team of certified professionals specializes in tax management, business consulting, accounting, business valuations, and audit services. We prioritize high standards, employing seasoned tax experts who provide tailored analysis and strategic advice. With four locations and over 40 years of service, we ensure clients receive comprehensive solutions for complex financial matters.Our dedication to quality has built a loyal client base that trusts us for accurate, reliable counsel. We serve diverse industries, offering services ranging from merger advisory to forensic accounting. Our payroll division streamlines HR tasks with an intuitive online system, saving clients time and costs. By staying ahead of regulatory changes, we help clients minimize liabilities while maximizing growth opportunities. Our mission remains focused on empowering clients to achieve long-term financial success through expertise and innovation.
Services
Tax Advisory
Business Valuations
Payroll Services
Audit & Assurance
Estate Planning
Forensic Accounting
QuickBooks Consulting
Contract CFO Services
Details
- Year established: 1982
Highlights and features
- We offer 40+ years of experience in accounting and tax advisory services
- Our team includes Certified Valuation Analysts and licensed CPAs
- We provide cost-effective payroll solutions with 50% savings over traditional providers
- Our services span four strategic locations across Michigan and North Carolina
- We combine personalized attention with cutting-edge financial technology
Associations and certifications
- CVA
What people say
Successful outcome
Great online system
Ever-changing tax guidance
Streamlined transition
Expert analysis
Services
Tax Advisory
Our tax advisory services help clients navigate complex tax regulations while optimizing financial strategies. We specialize in income, estate, and business tax planning for individuals and corporations. With certified professionals staying current on legislative changes, we develop customized strategies that minimize liabilities and maximize growth opportunities.
Business Valuations
We provide certified business valuations for mergers, acquisitions, and SBA loan compliance. Our CVA professionals analyze financial data to determine accurate business valuations. Services include normalized EBITDA calculations and succession planning support for small to mid-sized businesses nationwide.
Payroll Services
TM Payroll offers an online system for efficient payroll processing with automatic tax filings. Features include direct deposit, W-2 processing, and accounting software integration. Our service saves businesses up to 50% compared to traditional providers while ensuring compliance with federal and state regulations.
Audit & Assurance
We conduct audits for private businesses, nonprofits, and public institutions to meet regulatory requirements. Our team ensures compliance with banking covenants and grantor stipulations. Services include financial statement reviews and assurance reporting tailored to each organization's specific needs and industry standards.
Estate Planning
Our estate planning services focus on minimizing tax liabilities during asset transfer. We assist with trust creation, charitable giving strategies, and succession planning. By navigating complex tax laws, we help clients ensure smooth wealth transfer while protecting beneficiaries' financial interests through comprehensive planning solutions.
People
Thomas Taylor
Partner Emeritus
Co-founder with decades of experience in accounting and business advisory services for local and national clients.
William Morgan
Partner Emeritus
Co-founder specializing in tax strategy and financial planning for businesses and high-net-worth individuals.
Robert Taylor
Partner
JD and CPA professional handling complex business transactions and legal financial matters.
Laura Payne
Partner
Certified forensic accountant providing audit and assurance services to corporate and nonprofit clients.
Kristen Steelman
Director of Payroll Services
Payroll expert managing TM Payroll's operations and client implementation processes.
Questions
What accounting services do you offer?
We provide tax planning, business valuations, audit services, payroll solutions, and financial consulting for businesses and individuals.
Do you serve clients outside Michigan?
Yes, we serve clients nationwide with offices in Michigan and North Carolina and remote service capabilities.
How does your payroll service work?
Our online system automates tax filings, direct deposits, and year-end reporting while saving clients up to 50% over traditional providers.
What makes your business valuations unique?
We offer SBA-compliant valuations with normalized EBITDA analysis performed by Certified Valuation Analysts nationwide.
Do you handle estate tax planning?
Yes, our experts specialize in minimizing estate tax liabilities through strategic trust creation and wealth transfer planning.
