Morgan Financial Service, LLC

With over 25 years of accounting and tax experience, Morgan Financial is one of the most knowledgeable and professional small business accounting firms I know. Kathleen is insightful and thorough, and I don't hesitate to refer her clients. She's been such a pleasure to work with.

I reached out to Kathleen after doing research and reading reviews while looking for someone to prepare my taxes. What stood out about Kathleen was her extensive experience and knowledge in the field. It was important to me to find someone knowledgeable and credible. She quickly answered all of my tax questions and informed me on how to handle my situation not only now but in the present as well. I can rest peacefully knowing if an issue arises she also has the ability to provide IRS representation. Her fees were affordable and well within reason. I would eagerly recommend Morgan Financial Services to anyone and know they will get top quality service. I look forward to working with Kathleen again.

Morgan Financial has really made a difference for us. After changing accountants several time in just a few years, she was the perfect fit for our company and is on top of everything. Much appreciated, if I could give Kathleen 10 stars, I would do just that! Thank you!!!

Kathleen is amazing. she was in contact with me every step of the way. I have been using her for the last two years. I highly recommend her.

Kathleen is a pleasure to work with, she is prompt and efficient.