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Practice Areas

From tax preparation, to general ledger processing and being your virtual controller, I will help you convert your accounting from an overhead cost to a valuable management resource.
Tax Return Preparation - Individuals, Businesses, Non-Profits, Trusts
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Financial Statement Preparation and Compilation Reports - Bank Compliance Reporting
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General Ledger Assistance - Chart of Accounts Set Up, General Ledger Clean Up
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Bookkeeping Services - Weekly, Monthly, and Annual Services Available
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Sales Tax Services - Texas Sales Tax and Multi-State Compliance
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Payroll Services and Form Preparation - Form 940, Form 941, State Unemployment, W-2, Form 1099-MISC, Other Compliance Forms and Reporting
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​Accounting Software Assistance - including QuickBooks, Restaurant 365, Compeat, Peachtree
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​Entity Selection and Elections - LLCs and S-Corporations or Partnerships
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Consulting and Planning - Make your accounting more than just an annual form.

Rachel M. Morgan, PLLC


Email: contact@rmmorgancpa.com

Contact
Memberships and Certifications
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