To meet the needs of our clients, Morgan & Wotman, LLP was established as a California CPA firm to provide accounting, tax and business advisory services to corporations, small businesses and individuals throughout the United States. Recognizing that each client has unique goals, we tailor our services to meet your specific needs. With over 130 combined tax seasons worth of experience at Morgan & Wotman, LLP we stand ready to meet whatever challenge your tax return presents. Our professional staff works hard to make that happen for you by preparing and presenting your financial statements in a way that gives the bank comfort while keeping your tax expense as low as possible. Our experience gives us the ability to provide all the standard accounting services you need today, plus key insight and advice for tomorrow. We've created packages designed to meet the needs of your business on the most basic level, but also to provide the kind of counsel and vision that can really make the difference for you and your company in the long-term. We provide... - All tax services
- Incorporation and new business advisor
- Strategic tax consulting
- Financial statement preparation
- Compilations
- Accounting and bookkeeping
- Accounting software assistance -- QuickBooks
- Budgets and financial projections
- Litigation support
- IRS problem resolution
- New business advisor and start-up services
- Payroll
- Estate and tax planning
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