About Us

Meet Kathleen Morgan, accountant, enrolled agent, and certified QuickBooks Pro advisor.

Kathleen has 25 years of experience working with small business accounting.

Morgan Financial Service provides individual (1040) and corporate (1065, 1120, 1120S and 1041) tax preparation services. She started Morgan Financial Service in 2001 because she discovered there was a significant need for accurate bookkeeping and tax services. Our goal is to provide you with quality services and save you money. We like to work one on one with our clients to help them understand the importance of a quality accounting system.

Kathleen earned her Bachelor of Science in Accounting from West Virginia State University, Graduate degree in Accounting from Southern New Hampshire University. She is an Enrolled Agent -IRS Specialist in Taxation and can provide IRS Representation.

Kathleen Morgan

Accountant, Enrolled Agent, Certified Accounting Analyst & QuickBooks Pro Advisor