|Monday||8:00 a.m. to 6:00 p.m.|
|Tuesday||8:00 a.m. to 6:00 p.m.|
|Wednesday||8:00 a.m. to 6:00 p.m.|
|Thursday||8:00 a.m. to 6:00 p.m.|
|Friday||8:00 a.m. to 6:00 p.m.|
|Saturday||8:00 a.m. to 6:00 p.m.|
Taylor & Morgan CPA PC
About this pro
Ken C.Apr 13, 2018Verified
Not only did they make time to meet my schedule, they caught an error on a 1099 form that we got corrected right away, that would have taken a penalty & then weeks to months to correct! They are great to work with & very hospitable.Apr 4, 2018Verified
Mr. Field did a great job in just over an hour. Thanks again.Mar 15, 2018Verified
Craig was very easy to work with. He was very professional with our tax returns. In addition, he offered advise for us to maximize our returns for next year. Highly recommend.Apr 2, 2017Verified
Went with Chris at Taylor and Morgan. Has been very helpful with our taxes. Not only doing them but also saving us from paying excessive taxes. He's very responsive on his emails and is a pleasant person to work with.Apr 13, 2016Verified
Photos and Videos
- What should the customer know about your pricing (e.g., discounts, fees)?Tax return preparation starts at $300 for a standard individual return.Fees are based on an hourly charge, so will increase depending on complexity and volume of documentation. We have various hourly rates depending on the type of work. Monthly accounting ranges from $350 per month an upwards. Obtaining business finance starts at 1% of finance raised and reduces depending on complexity and amount of funding raised.
- What is your typical process for working with a new customer?In respect of Tax returns - clients either come in and we work through the tax return together. The process can take up to 2 hours but we often get everything done and finalized at once. Otherwise the tax information, tax organizer and supporting documents, is mailed in, dropped off or uploaded and we respond within a few days. In respect of consulting and financial planning outside of tax season we are happy to meet at your premises or at our office, or via video conference.
- What education and/or training do you have that relates to your work?I am a Chartered Accountant, Bachelor in Accounting, Enrolled Agent, hold a Series 65 investment certification and am a candidate CPA. I have over 20 years experience in accounting, tax and business both in the USA and abroad.