Business Details
44 Years
experience
Your Trusted CPA Partner in Troy, Michigan
Since 1982, Taylor & Morgan has provided quality, personalized tax and financial guidance to individuals and businesses nationwide. Our firm is headquartered in Southeast Michigan with an additional office in Charlotte, North Carolina. We ensure the success of our clients by providing a wide range of services from experts in each field. Clients trust the Taylor & Morgan team for tax management & planning, business consulting, accounting, business valuations, merger & acquisition advising, audit & assurance, and asset management. Individuals and businesses call us first because they receive the close analysis and attention they deserve.Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year. With 40+ years of experience, 28 professionals across 4 locations, we combine deep industry knowledge with personalized service. Our team includes CPAs, Certified Valuation Analysts, and investment advisors who deliver tailored solutions for complex financial matters. We maintain rigorous compliance with professional standards while prioritizing client education and transparent communication.
Services
Tax Advisory
Business Valuations
Asset Management
Payroll Services
Audit & Assurance
Estate Planning
QuickBooks Consulting
Litigation Support
Business Consulting
Retirement Planning
Details
- Year established: 1982
Highlights and features
- We have 40+ years of experience in accounting and financial advisory services
- Our team includes Certified Public Accountants and Certified Valuation Analysts
- We offer comprehensive services from tax planning to asset management
- We maintain rigorous compliance with professional standards
- We prioritize personalized service and client education
Associations and certifications
- CPA
- CVA
- Registered Investment Advisor
What people say
Successful outcome
Ever changing business tax laws
Great online system
Seasoned tax professionals
Personalized service
Services
Tax Advisory
Our tax advisory services help businesses and individuals navigate complex tax regulations while optimizing financial outcomes. We provide strategic planning to minimize liabilities, ensure compliance, and maximize cash flow. With expertise in estate, gift, and business tax matters, our CPAs deliver tailored solutions for changing regulatory environments.
Business Valuations
We perform certified business valuations for mergers, acquisitions, and succession planning. Our CVA professionals analyze financial data to determine accurate valuations for SBA loans, bankruptcy proceedings, and divorce settlements. Services include normalized EBITDA calculations and market analysis across all 50 states.
Asset Management
Our asset management division creates tax-efficient investment strategies for individuals and businesses. As a Registered Investment Advisor, we combine CPA expertise with portfolio management to optimize returns while minimizing tax exposure. Services include retirement planning, estate planning, and quarterly performance reviews.
Audit & Assurance
We provide audit and assurance services for private businesses, nonprofits, and public institutions. Our experienced team conducts financial audits to meet bank requirements, regulatory compliance, and grantor obligations. Services include financial statement analysis and internal control assessments for organizations nationwide.
Payroll Services
Our online payroll system simplifies payroll processing for businesses of all sizes. We offer streamlined onboarding, tax filing compliance, and direct deposit services. The platform integrates with accounting software to ensure accurate financial reporting while saving business owners time.
People
Thomas Taylor
Partner Emeritus
Co-founder with decades of experience in accounting and business advisory services. Provides strategic guidance while mentoring younger professionals.
William Morgan
Partner Emeritus
Co-founder specializing in tax law and financial planning. Maintains active client relationships while overseeing firm operations.
Robert Taylor
Partner
JD and CPA with expertise in business transactions and estate planning. Leads complex tax advisory engagements for corporate clients.
Laura Payne
Partner
Certified in forensic accounting, specializing in litigation support and financial investigations. Manages audit engagements for nonprofit organizations.
Kristen Steelman
Director of Payroll Services
Manages payroll operations with focus on client onboarding and system implementation. Ensures compliance with tax regulations across all payroll clients.
Questions
What accounting services does Taylor & Morgan offer?
We provide tax planning, business valuations, audit services, asset management, payroll solutions, estate planning, and business consulting.
Do you specialize in business tax planning?
Yes, our team keeps current with tax law to help businesses minimize liabilities while maintaining compliance with regulations.
Can you help with business valuations for mergers?
Yes, we perform SBA-compliant valuations for mergers, acquisitions, and business transitions across all 50 states.
Do you offer investment advisory services?
Yes, our asset management division provides tax-efficient investment strategies tailored to individual and business client needs.
Are your professionals certified?
Our team includes Certified Public Accountants, Certified Valuation Analysts, and Registered Investment Advisors.
