San Antonio, TX

Geoffrey E. Morgan, CPA

We are a full service accounting firm committed to providing our clients with professional, individualized services and direction in a wide range of financial and business needs. When calling you will speak directly to a tax specialist.

Our Mission

Our mission is to help clients maintain financial growth in the present while taking a dedicated course to reach future goals. This requires ongoing communication, complete research, and sound analysis to thoroughly reach an understanding of our clients’ needs.

News and Updates

Recent Blog

What information do you need when you hire a new employee?

What information do you need when you hire a new employee? Under the Affordable Care Act (ACA), employers must provide a Notice of Coverage Options to all new hires. This requirement took effect on October 1, 2013. The purpose of the Notice is to inform employees of...

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Why you should contribute more to your 401(k) in 2015?

Contributing to a traditional employer-sponsored defined contribution plan, such as a 401(k), 403(b) or 457 plan, offers many benefits: Contributions are pretax, reducing your modified adjusted gross income (MAGI), which can also help you reduce or avoid exposure to...

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How to determine if you need to worry about estate taxes?

Here's a simplified way to project your estate tax exposure. Take the value of your estate, net of any debts. Also subtract any assets that will pass to charity on your death. Then, if you're married and your spouse is a U.S. citizen, subtract any assets you'll pass...

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