Ensuring Your Financial Future. One Plan at a Time
For years, Phillip Morgan & Company, P.C. has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. As one of the leading firms in and throughout the area, we combine our expertise, experience, and the team mentality of our staff to ensure that every client receives the close analysis and attention they deserve.
Our Mission
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Phillip Morgan & Company, P.C. is dedicated to meeting these goals with high standards of excellence and professionalism.
Our Team
Our talented team of professionals is dedicated to providing exceptional service to our clients. Our team members are:
- Phillip Morgan, CPA
- Danielle Morgan
- Chip Gifford
- Taylor Gilchrist
- Dian Morris
- Cindy Parton
Services
Phillip Morgan & Company, P.C. provides a wide range of services to individuals and businesses in a variety of industries. Our professional services include:
- Tax Management Services
- Assurance and Advisory Services
- Estate and Trust Planning and Tax Preparation
- Bookkeeping/Write-up Implementation-and-Support
- Accounting Software Selection, Implementation, and Support
- Payroll Services
- Financial Projections and Forecasts
- Mergers, Acquisitions, and Sales Accounting Services
- Audits, Reviews, and Compilation
- IRS Representation
- Entity Selection and Restructuring
- Computer Consulting
- Cash Flow and Budgeting Analysis
- Business Valuation
- Debt and Finance Advising
Tax Management Services
At Phillip Morgan & Company, P.C., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
Accounting Services
From start-ups to established enterprises, businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. Phillip Morgan & Company, P.C.'s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, and tax planning and preparation.
Disappointing Experience with Phillip Morgan Company
The reviewer, Patti S., expresses her dissatisfaction with the services provided by Phillip Morgan Company. After being a long-time client, Patti was contacted by the IRS regarding errors in her 2018 tax return, which was prepared by Phillip Morgan Company.
Negligence and Lack of Accountability
Patti claims that the company ignored the information she provided, which led to errors in the return. Moreover, when she tried to reach out to the company to rectify the situation, her calls and emails were ignored. As a result, Patti had to seek the services of another accounting firm, which found multiple errors in her return.
Consequences of Incompetence
Due to the mistakes made by Phillip Morgan Company, Patti is now facing penalties and interest from the IRS. She expresses her frustration and disappointment, stating that the company's unprofessionalism has caused her significant trouble.
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