• Income Tax Preparation for Individuals and Small Businesses
  • Offer In Compromise
  • Installment Agreement
  • Audit Representation
  • Tax Planning for Divorce, Bankruptcy, and Unfiled Returns
  • Financial Planning for Education, Retirement, and Estate Planning
  • Life Insurance Planning for Individuals


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Professional Tax Planning
and Preparation

Terry Morgan specializes in income tax preparation, audit representation, financial planning services, and estate planning for individuals and small business owners.

There are many reasons to choose a professional tax return preparer:

  • Loss of Employment
  • Bankruptcies
  • Foreclosures
  • Divorce
  • Starting a New Business
  • Past Tax Bills
  • IRS/State Tax Audits
  • Years of Unfiled Tax Returns
  • Passing of a Family Member
  • Recent Move to California
  • Retiring from Employment
  • Tax Liens and Levies

These and many other life events come with serious tax consequences. Terry Morgan will guide you through a ful range of tax planning and preparation options that will minimize your tax liabilities and fulfill your responsibilities with an ever increasing set of state and federal tax laws. Terry Morgan is fully licensed to represent taxpayers before the IRS and state audits.