Services

  • 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

 

Have a question?

Contact Terry by phone:

661-829-7848

 or click here to email

Professional Designations

Terry M. Morgan has a Masters of Science in Taxation and a Masters in Business Administration and holds these professional designations:

Certified Financial Planner™ (CFP®)

CFP® is a designation offered by the Certified Financial Planner® Board of Standards for individuals who offer financial planning services.

Chartered Life Underwriter (CLU)

CLU is governed by The American College and is offered to insurance agents who specialize in life insurance for business and estate planning purposes.

Enrolled Agent (EA)

EA is a designation offered by the US Treasury Department for tax professionals to represent taxpayers before the IRS in matters regarding tax preparation, audits, collections and appeals.

Certified in Long Term Care (CLTC)

CLTC is a designation focused on the planning for long term care of middle aged clients.