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PROVIDING PEACE OF MIND, one client at a time.

For years, Phillip Morgan & Company, P.C. has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. We are one of the leading firms in and throughout the area, combining our expertise, experience, and the team mentality of our staff to assure that every client receives the close analysis and attention they deserve.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. We are dedicated to meeting these goals with high standards of excellence and professionalism.

Our Team

Our team consists of experienced professionals, each with their own unique set of skills and expertise. Our team includes:

  • Phillip Morgan, CPA - Email: pmorgan@morgancpas.com
  • Danielle Morgan - Email: dmorgan@morgancpas.com
  • Chip Gifford - Email: cgifford@morgancpas.com
  • Taylor Gilchrist - Email: tgilchrist@morgancpas.com
  • Dian Morris - Email: dmorris@morgancpas.com
  • Cindy Parton - Email: cvaughn@morgancpas.com

Services

Philip Morgan & Company, P.C. provides a wide range of services to individuals and businesses in a variety of industries. Our professional services include:

  • Tax Management Services
  • Assurance and Advisory Services
  • Estate and Trust Planning and Tax Preparation
  • Bookkeeping/Write-up
  • Implementation-and-Support Accounting Software Selection, Implementation, and Support
  • Payroll Services
  • Financial Projections and Forecasts
  • Mergers, Acquisitions, and Sales Accounting Services
  • Audits, Reviews, and Compilation
  • IRS Representation
  • Entity Selection and Restructuring
  • Computer Consulting
  • Cash Flow and Budgeting Analysis
  • Business Valuation
  • Debt and Finance Advising

Taught Solutions

At Phillip Morgan & Company, P.C., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning and financial forecasting.

Welcome

Thank you for visiting our website. Phillip Morgan & Company, P.C. is a full-service accounting firm serving clients throughout the area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. On this website, you will find information about Phillip Morgan & Company, P.C., including our list of services. We have also provided you with online resources to assist in the tax process and financial decision-making.

Reviews
Negative: The reviewer experienced unprofessional and unresponsive service from the Phillip Morgan Company, leading to errors in their tax return and subsequent problems with the IRS.

Disappointing Experience with Phillip Morgan Company

The reviewer, Patti S., was thoroughly disappointed with the services offered by Phillip Morgan Company. Despite being a long-time customer, the company failed to properly handle her 2018 tax return. The IRS contacted her regarding errors in the return, which the company ignored and failed to correct. Even worse, when attempts were made to contact the company for assistance, they refused to respond to calls and emails.

Unprofessional and Unresponsive

The reviewer was forced to seek the help of a different accounting firm to refile her return, which uncovered multiple errors and led to penalties and interest charges from the IRS. Notably, the Phillip Morgan Company has yet to respond to the reviewer's concerns, leaving her with a sense of frustration and injustice.

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