Business Details
Trusted Tax Solutions for Individuals and Businesses in Novato
Morling & Company & Company is a California-based accounting firm dedicated to providing professional, responsive, and quality tax and financial services. With decades of combined experience, our team specializes in tax preparation, planning, and resolution of complex tax issues for individuals and businesses. We prioritize personalized attention, leveraging our expertise in IRS audit representation, financial planning, and business tax strategies to help clients achieve long-term financial stability.Our commitment to staying current with evolving tax laws ensures clients receive accurate, compliant solutions tailored to their unique needs. We serve a diverse range of industries, including technology, healthcare, and real estate, while maintaining a strong focus on client education and transparency. Our goal is to simplify tax and financial challenges, allowing clients to focus on their personal and business growth with confidence.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
Financial Planning
Retirement Planning
Estate Planning
Bookkeeping Services
Business Tax Services
Tax Relief
Payroll Tax Services
Highlights and features
- We offer over 35 years of combined experience in tax and financial services.
- Our team provides personalized IRS audit representation and resolution strategies.
- We specialize in tax planning for high-growth industries like technology and healthcare.
- We integrate financial planning with tax strategies for comprehensive client solutions.
- Our firm maintains a strong track record in resolving complex tax disputes.
What people say
Professional and responsive
Quality service
Leading firm
Personalized attention
Expertise in tax problems
Services
Tax Preparation
Morling & Company & Company provides accurate tax preparation for individuals and businesses. Our experts ensure maximum deductions while maintaining compliance with federal and state regulations. We handle complex returns for high-income earners, entrepreneurs, and specialized industries.
IRS Audit Representation
We represent clients during IRS audits with proven strategies to minimize liability. Our team manages all communications, negotiates settlements, and appeals decisions when necessary. Services cover both field audits and correspondence audits involving tax notices.
Financial Planning
Our financial planning services integrate tax strategies with retirement and estate planning. We create customized roadmaps for asset protection, risk management, and long-term wealth preservation tailored to individual client goals.
Bookkeeping Services
We offer comprehensive bookkeeping solutions for small businesses including accounts payable/receivable, payroll processing, and financial reporting. Our services ensure accurate records for tax compliance and business decision-making.
Tax Relief
Morling & Company & Company specializes in resolving back taxes, wage garnishments, and IRS liens. We develop payment plans, negotiate offers in compromise, and provide relief for payroll tax problems while protecting client interests.
People
Peter W. Ling
Partner
With 35+ years of experience, Peter specializes in business tax strategy and complex entrepreneur tax solutions. He advises high-growth tech and healthcare companies while handling international tax matters and stock option planning.
Richard Limmer
Partner
A former Fortune 500 finance director, Richard offers expertise in business start-ups and financial management. He consults on tax planning and represents clients before the IRS with a focus on multi-state taxation.
John San Agustin
Enrolled Agent
John brings three decades of tax consulting experience, specializing in Silicon Valley startups and tech sector clients. He focuses on stock options, business formation, and evolving Bay Area economic trends.
Lou Battilana
Partner
A UC tax instructor and former Price Waterhouse consultant, Lou specializes in real estate taxation and complex individual returns. He has provided personalized tax solutions since joining Morling & Company & Company in 1992.
Questions
What tax services do you offer for individuals?
We provide complete individual tax preparation, audit representation, and tax planning services. This includes handling complex returns for high-income earners, stock options, and international tax matters.
Do you handle business tax issues?
Yes, we offer corporate tax preparation, payroll tax problem resolution, new business formation, and multi-state tax compliance for businesses of all sizes.
Can you help with IRS audit situations?
Our firm specializes in IRS audit defense, including correspondence audits and field examinations. We represent clients throughout the audit process to minimize liability and resolve disputes.
What financial planning services are available?
We offer retirement planning, estate planning, and investment strategy analysis integrated with tax planning to help clients achieve long-term financial goals.
