Business Details
43 Years
experience
Trusted Tax Solutions for Individuals and Businesses in Novato, CA
Morling & Company & Company is a California-based firm dedicated to providing comprehensive tax and financial services to individuals and businesses. With decades of combined experience, our team of professionals specializes in tax preparation, financial planning, estate planning, and IRS audit representation. We prioritize professionalism, responsiveness, and quality in every client interaction, ensuring personalized solutions tailored to unique financial needs. Our expertise extends to complex tax situations, business formation, and retirement planning, helping clients navigate the intricacies of modern tax laws. We are committed to delivering accurate, cost-effective services while fostering long-term relationships built on trust and expertise.Our focus on client education empowers individuals and businesses to make informed financial decisions. By staying current with evolving tax regulations, we provide reliable guidance to maximize deductions and minimize liabilities. Our teams deep understanding of industries such as technology, healthcare, and real estate enables specialized support for diverse clients. We pride ourselves on offering accessible, one-on-one service combined with cutting-edge technology to streamline financial processes. Whether resolving tax disputes or crafting retirement strategies, Morling & Company & Company remains a trusted partner in achieving financial well-being.
Services
Tax Preparation
Financial Planning
Bookkeeping Services
Estate Planning
IRS Audit Representation
Retirement Planning
Business Formation
Tax Relief
Payroll Services
Tax Consultation
Details
- Year established: 1983
Highlights and features
- We offer over 35 years of combined experience in tax and financial planning.
- Our team provides personalized service tailored to individual client needs.
- We specialize in resolving complex tax situations and IRS disputes.
- Our expertise spans diverse industries including technology, healthcare, and real estate.
- We prioritize client education to empower informed financial decisions.
What people say
Professional and responsive
Quality service
Expertise in tax matters
Personalized attention
Trusted partner
Services
Tax Preparation
Morling & Company & Company provides accurate and comprehensive tax preparation for individuals and businesses. Our experts ensure compliance with current tax laws while maximizing deductions and credits. We handle complex returns for high-income earners, business owners, and professionals across diverse industries.
IRS Audit Representation
We represent clients during IRS audits to protect their interests and minimize liabilities. Our team manages all communication with tax authorities, resolves disputes, and appeals unfavorable decisions. This service ensures clients receive fair treatment while navigating complex audit processes.
Financial Planning
Our financial planning services help clients achieve long-term financial goals through strategic budgeting, investment analysis, and retirement planning. We create customized roadmaps for asset protection, tax-efficient savings, and wealth transfer to secure clients' financial futures.
Estate Planning
We develop comprehensive estate plans to ensure proper asset distribution and tax efficiency. Services include trust administration, gift tax strategies, and business succession planning. Our approach safeguards clients' legacies while minimizing estate tax burdens for beneficiaries.
Bookkeeping Services
We provide outsourced bookkeeping solutions for small businesses, including accounts payable/receivable management and payroll processing. Our systems ensure accurate financial reporting and streamlined operations, allowing business owners to focus on growth while maintaining compliance with tax regulations.
People
Peter W. Ling
Partner
With over 35 years of experience, Peter specializes in business tax strategy and complex tax situations. He advises high-growth tech companies and entrepreneurs on financial planning and international tax compliance.
Richard Limmer
Partner
A former Fortune 500 finance director, Richard offers expertise in tax planning and business start-up consulting. He joined Morling & Company & Company in 2007 after operating his own financial services firm.
John San Agustin
Enrolled Agent
John provides tax planning services for startups and tech professionals. With three decades of experience, he specializes in stock options and Silicon Valley business taxation.
Lou Battilana
Partner
A UC Extension tax instructor, Lou specializes in real estate taxation and small business accounting. He has served clients since 1983, offering solutions for complex personal and business tax matters.
Questions
What tax services do you offer for small businesses?
We provide bookkeeping, payroll processing, business tax preparation, and tax planning services tailored to small businesses.
Can you help with IRS audit representation?
Yes, our team handles IRS audit correspondence, dispute resolution, and appeals to protect your interests during tax audits.
Do you offer financial planning for retirement?
We create customized retirement plans, analyze Social Security strategies, and develop distribution plans for long-term financial security.
What estate planning services are available?
We offer trust administration, gift tax strategies, business succession planning, and comprehensive estate tax planning solutions.
How do you handle complex tax situations?
Our experts specialize in resolving back taxes, payroll tax problems, IRS liens, and international tax compliance issues.
