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Bill Morgan, CPA/ABV/CGMA/CITP/MAFF

Bill Morgan, CPA/ABV/CGMA/CITP/MAFF

CPA, SBA Planner and Cares Act Guide

5.0(21)

About

Guide you through the CARES Act and SBA to give the best strategy.

Expertise

general

Business Strategy and Planning

Optimize your new or growing business’s potential. Whether it be through tax guidance, financial consulting, strategic business management or promotion and marketing, I can offer a multidisciplinary approach to achieving your firm’s objectives. If you’re facing high penalties, audits, or other inconsistencies, I offer specialized service in helping our clients navigate the complexities involved with these common tax problems. Resolution is often reached through our strategic tax planning procedures, and our experience in communicating with the IRS to negotiate penalty abatement or payment plans that are more suitable to our client’s financial capabilities.

Reviews

5.0(21)

5.0

★★★★★

21 reviews

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20
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Irene A.

Irene A.

✓ Verified
★★★★★· May 2026

Bill is definitely very knowledgeable about SBA and businesses in general. I highly recommend a conversation with him.

Ben W.

Ben W.

✓ Verified
★★★★★· May 2026

Abdel R.

Abdel R.

✓ Verified
★★★★★· May 2026

Walter J.

Walter J.

✓ Verified
★★★★★· May 2026

Henley C.

Henley C.

✓ Verified
★★★★★· May 2026

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