Business Details
Your Trusted Tax Preparation Partner in Kensington
Morfin Financial Service is a family-run business with decades of combined experience in tax preparation, financial advising, and legal expertise. Our team includes licensed professionals such as Enrolled Agents, psychotherapists, and former attorneys, ensuring a unique blend of financial and psychological insight. We specialize in individual and business tax preparation, audit representation, and personalized financial consultation. Our approach combines technical precision with a deep understanding of clients' emotional and practical financial needs. For over 40 years, we have served clients with tailored strategies to minimize tax liabilities and navigate complex tax laws.Our services extend to year-round tax planning, education on regulatory changes, and ongoing support for unexpected tax questions. We operate remotely via phone and email appointments, prioritizing convenience without compromising thoroughness. Our process includes a detailed Tax Data Organizer, comprehensive review sessions, and proactive planning for future tax years. The firm's founders and staff bring extensive academic credentials and professional experience from diverse fields, including social work, counseling, and litigation. This multidisciplinary background enables us to address financial matters with unparalleled empathy and technical expertise.
Services
Tax Preparation
Audit Representation
Tax Planning
Financial Consultation
Tax Education
Highlights and features
- We offer 40+ years of experience in tax preparation and audit representation.
- Our team includes licensed Enrolled Agents and professionals with multidisciplinary expertise.
- We provide personalized financial consultation integrating psychological and practical insights.
- Our remote service model ensures convenience without sacrificing thoroughness.
- We prioritize proactive tax planning to prevent future penalties and surprises.
Associations and certifications
- Enrolled Agent (IRS)
Services
Tax Preparation
We prepare comprehensive tax returns for individuals, businesses, trusts, partnerships, and corporations. Our process ensures accuracy through detailed review sessions and use of our proprietary Tax Data Organizer. Clients receive year-round support for tax-related questions.
Audit Representation
Our Enrolled Agents represent clients during IRS and Franchise Tax Board examinations. We leverage decades of experience to navigate audits efficiently, minimizing liabilities while protecting client interests throughout the process.
Tax Planning
We develop customized strategies to reduce future tax liabilities through proactive planning sessions. Our approach considers evolving tax laws and individual financial circumstances to optimize long-term outcomes.
Financial Consultation
Integrating psychological insights with financial expertise, we help clients make informed decisions about investments and money management. Our consultation addresses both practical needs and emotional relationships with finances.
Tax Education
We educate clients on federal and state tax law changes through ongoing resources and personalized guidance. Our materials simplify complex regulations to ensure compliance and informed decision-making.
People
Peter Morfn
Enrolled Agent
Licensed Clinical Social Worker and Enrolled Agent with 40+ years of tax preparation experience. Specializes in individual and business tax returns, audit representation, and mental health-informed financial guidance.
Emily Morfn
Financial Consultant
Former psychotherapist and licensed Marriage and Family Therapist with expertise in financial planning. Combines psychological insight with practical financial strategies for holistic client solutions.
Leah Morfn
Former Estate Planning Attorney
Former litigator with experience in commercial law and estate planning. Managed payroll services and tax return preparation for over a decade before closing the legal practice in 2022.
Linda Hom
Tax Preparation Specialist
Business Administration graduate with extensive HR experience. Managed payroll services and tax preparation operations, leveraging organizational expertise to streamline client processes.
Questions
What tax services do you offer?
We prepare taxes for individuals, businesses, trusts, partnerships, and corporations. Our services include audit representation, tax planning, and ongoing regulatory education.
How does your remote tax preparation process work?
We use phone/email appointments. Clients complete our Tax Data Organizer form, review returns with us virtually, and receive planning guidance for future years.
What credentials do your tax professionals hold?
Our team includes IRS-licensed Enrolled Agents, former attorneys, and licensed psychotherapists with specialized tax and financial expertise.
Do you provide year-round tax support?
Yes, we offer ongoing assistance for tax questions that arise throughout the year, not just during filing season.
How do you combine financial and psychological expertise?
Our background in mental health allows us to address clients' emotional relationships with money alongside practical financial strategies for holistic solutions.
