Accounting Services

Businesses rely on accurate financial information in order to maintain profitability and capitalize on new opportunities. Geoffrey E. Morgan, CPA, P.C.’s accounting services can help you achieve these goals with accurate record-keeping and reporting. We support financial issues such as initial accounting system setup, tax planning, investments, cost-containment.

These services include but are not limited to:

  • General ledger
  • Financial statement preparation
  • Bookkeeping
  • Accounting system setup and support
  • Cash flow budgeting
  • Personal financial statements
  • Corporate tax planning and return preparation

We can set up financial reports to streamline your business and save you valuable time. These reports can help guide your business in making financial decisions, planning, and evaluating performance.


Geoffrey E. Morgan, CPA, P.C. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Tax Services

Complete tax service is provided, including normal compliance reporting, consulting, and tax planning relating to federal, state and local tax returns for corporations, individuals, partnerships and trust/estates.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

QuickBooks Accounting Help and Assistance

Geoffery Morgan, CPA, P.C. offers the following solutions to help meet your QuickBooks needs:

  • Personal Training
  • Support
  • Review

Other Services:

  • Litigation Support
  • Business Success Planning
  • Strategic Planning
  • Banking
  • Loan Reviews
  • Debt Restructuring
  • Real Estate Management
  • Divorce Work
  • Bankruptcy Work
  • We can put together loan packages and loan requests to client’s banks.
  • We provide outsourced accounting services,
    at the client’s office or at our office.
  • References can be provided upon request.