Broker Check

Tax Preparation

About us

At Morgan Financial Group we help you find opportunities to lessen your tax liability. Whether you are a person who owns a small business or just needs someone to file their taxes for them, we are here to help. We develop relationships with our clients and are here for you year-round.

We offer in-person appointments as well as completely remote or both.

Online (100% Remote)

  • We will email you a link for you to securely upload your tax documents. 
  • You can also drop off at our office in our drop off box. 
  • We will schedule a phone call to go over the return with you. 
  • Payments, signatures, and returns can all be completed electronically.  

In person

  • Set up an appointment or walk in. 
  • Fill out intake form located in the lobby.
  • We will then go over the tax return with you.