(616) 776-6457 | [email protected]

Life Changes

Because one of the only certainties in life is taxes

We make your life less taxing. A lot of that comes from helping you anticipate and plan for all the many events in life with significant financial implications. The rest is addressing all the complications that may arise in a given year when there just isn’t time to sit down with your accountant before a major life event. Morgan & Associates also works to recognize the subtle changes in the lives of its clients that can result in surprising financial implications. As one example, we offer a specialty tax preparation service for cohabitating couples that has been proven to reduce the individual tax liabilities of both parties.

We can help you prepare for the financial implications of:

  • Births, Adoptions and Family Planning
  • Education
  • Marriage, Cohabitation and Divorce
  • Graduation and other conditions used to determine dependence by insurance carriers
  • Retirement Planning
  • Extraordinary Medical or Dental Events
  • Travel
  • Relocation, Eviction and Multi-Nexus Commuting
  • Property Acquisitions and Other Major Purchases
  • Energy Efficiency or “Green” Investments
  • Death and Estate Planning
  • Philanthropy
  • New Employment and Unemployment
  • Entrepreneurship
  • Naturalization and Overseas Employment
  • Military Service and Hazard Employment

In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.


BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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 Our Specialties


We understand that the countless number of tasks associated with running a successful practice leaves you with little time to deal with your numerous accounting and tax responsibilities. That is where ...

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Property Management

With proactive tax strategies and industry-specific expertise, we have a proven track record of helping property management firms succeed from...

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If you contract your services as a salesperson, freelance writer, graphic designer, real estate professional, or other profession contact us to learn about the comprehensive, affordable...

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Morgan & Associates has extensive experience in nonprofit accounting, currently providing audit and tax return services to a growing number of...

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