Business Details
44 Years
experience
Trusted Accounting & Business Advisory Services Since 1982
Since 1982, Taylor & Morgan has delivered personalized tax and financial guidance to individuals and businesses nationwide. Headquartered in Southeast Michigan with offices in Charlotte, North Carolina, our firm combines deep expertise in tax management, business consulting, and asset management. Our team of seasoned professionals provides audit, assurance, and business valuation services, prioritizing high standards and client-focused solutions.With 40+ years of experience and 28 dedicated professionals, we ensure clients receive strategic advice tailored to their unique needs. Our commitment to excellence and comprehensive service offerings has earned the trust of clients seeking reliable financial partnerships.
Services
Tax Advisory
Business Valuations
Asset Management
Payroll Services
Audit & Assurance
Estate Planning
Forensic Accounting
QuickBooks Consulting
Details
- Year established: 1982
Highlights and features
- We offer 40+ years of experience in accounting and tax advisory services.
- Our team includes certified professionals with specialized expertise in business valuations.
- We provide personalized financial strategies tailored to individual and business client needs.
- Our multi-office presence ensures accessible support across Michigan and North Carolina.
- We guarantee comprehensive audit and assurance services meeting regulatory requirements.
Associations and certifications
- Certified Valuation Analysts (CVA)
What people say
Successful outcome
Great online system
Simple transition
Expertise
Ever changing tax laws
Services
Tax Advisory
Our tax advisory services help clients minimize liabilities while maximizing cash flow through strategic planning. We specialize in estate tax, income tax, and executive compensation planning for individuals and businesses. With expertise in evolving tax regulations, we provide compliance solutions that align with long-term financial goals.
Business Valuations
Certified Valuation Analysts deliver SBA-compliant business valuations for mergers, acquisitions, and succession planning. We analyze financial records to determine normalized EBITDA and provide detailed reports for loan applications, bankruptcy proceedings, or divorce litigation cases across all 50 states.
Asset Management
As registered investment advisors, we create tax-efficient portfolios tailored to individual risk profiles. Our services combine CPA expertise with wealth management strategies, offering quarterly reviews and customized plans for retirement, estate, and education funding needs.
Payroll Services
We provide cloud-based payroll solutions with streamlined onboarding and compliance management. Our system handles tax filings, direct deposits, and year-end reporting while integrating with accounting software to simplify financial workflows for businesses of all sizes.
Audit & Assurance
We conduct audits for private businesses, nonprofits, and municipalities to meet regulatory and lender requirements. Our team ensures financial statements comply with GAAP standards while providing actionable insights to improve operational efficiency and transparency.
People
Thomas Taylor
Partner Emeritus
Co-founder with decades of experience in tax law and business consulting. Provides strategic oversight for complex client engagements while mentoring junior staff members.
William Morgan
Partner Emeritus
Seasoned accounting professional specializing in audit assurance and forensic accounting. Leads litigation support services for commercial disputes and bankruptcy cases.
Robert Taylor
Partner
JD and CPA with expertise in business succession planning and estate taxation. Advises high-net-worth individuals on wealth transfer strategies and compliance matters.
Laura Payne
Partner
Certified in forensic accounting, she specializes in fraud investigations and financial record analysis. Leads the firm's litigation support team with 15+ years of courtroom experience.
Shawna Farrell
Partner
CPA with specialization in QuickBooks consulting and small business accounting. Develops technology-driven solutions to improve financial reporting efficiency for growing companies.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, payroll processing, financial audits, business valuations, and QuickBooks consulting tailored to small business needs.
Do you provide nationwide business valuation services?
Yes, our Certified Valuation Analysts perform SBA-compliant valuations in all 50 states for mergers, acquisitions, and loan applications.
How can your asset management services benefit investors?
We create tax-efficient investment portfolios aligned with your financial goals, combining CPA expertise with personalized wealth management strategies.
Are your audit services compliant with regulatory requirements?
Our audits meet bank, grantor, and regulatory standards for privately held businesses, nonprofits, and public institutions.
What locations do you serve?
We operate from Troy and Flint, Michigan; Charlotte, North Carolina; and Grand Blanc, Michigan, serving clients nationwide.
