Life Changes

Taxes are a Certainty

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 co-habitating 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