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OUR SERVICES

Financial Statement Preparation
Audit, review or compilation statement – which level of service do I require? This is a commonly asked question by businesses. Morgan Moses & Company will help you determine and prepare the correct, cost-conscious level of service required by examining your internal and external reporting requirements.


Accounting Services
Accurate, well organized accounting records ensure that business decisions are made with timely and relevant information as well as help your business run more efficiently on a daily basis. Morgan Moses & Company provides a full range of cost effective accounting services including the following:
  • General Ledger & internal financial statement preparation
  • Bookkeeping services (Monthly/Quarterly/Annually)
  • Accounting system setup (accounts, financials, etc.)
  • Payroll tax preparation
  • Personal financial statements
  • Financial forecasts and budgeting
 


Tax Services
The compliance preparation and filing of your corporate or individual tax return is only a small piece of our tax service. We believe that the most important element of our tax services is our proactive approach towards tax minimization. We will work with your attorney, banker and financial advisor in instituting a tax plan which results in keeping your tax liability to a minimum. Tax services we offer include:

  • Income tax planning and preparation: Individuals, Corporations and Partnerships.
  • Estate, trust and gift taxes
  • Representation before taxing authorities
  • Benefit Plans
  • Year-end W-2's and 1099 forms
 


New Business Consulting
Contemplating starting your own business? Have you started a new business and now find yourself overwhelmed or confused about all the administrative requirements? Many of our existing clients came to us as fledgling companies with the same questions you have. Where can I get financing? What are my payroll reporting requirements? What type of entity should I be? How should I be accounting for my business? We at Morgan Moses & Company will answer these and other questions and provide ongoing management help for you. Our goal is to help business owners focus on providing the goods and services that they excel in by freeing them from the excessive time spent on accounting and reporting requirements. Among the services we can provide but not limited to are:

  • Entity selection (e.g. “S” Corporation, partnership, limited liability corporation, sole proprietor)
  • Business registration with taxing agencies
  • Bank financing packages
  • Budgeting and cash controls
  • Bookkeeping services
  • Inventory maintenance
  • Equipment acquisition (buy/leases, bank financing)
  • Designing an accounting system, including software selection and implementation
  • Payroll tax preparation
  • Income tax return preparation
  • Financial statement preparation (internal and external use)
  • Retirement planning and plan implementation

Employee Benefit Plans
The accounting and tax issues related to employer sponsored benefit plans can be complex and confusing. Morgan Moses & Company can assist with the development, implementation and administration of your benefit plan.