Bring peace to your tax and accounting responsibilities
Comprehensive tax consulting services tailored to your needs
Services
To meet your needs
Individual
Tax Prep & Filing
Gather the necessary financial information and assist individuals in preparing and filing their tax returns accurately and on time.
Tax Planning and Strategy
Provide proactive tax planning to help individuals make informed financial decisions that have positive tax implications.
Tax Compliance
Ensure that clients are in compliance with tax laws. Handle inquiries and notices from tax authorities on behalf of the client.
Business
Tax Prep & Filing
Simplify the tax preparation and filing process for your business by entrusting us to navigate the complexities and identify optimal tax strategies.
Tax Planning & Strategy
Provide proactive tax planning to empower businesses with strategic financial decisions for favorable tax outcomes.
Financial Statements
Ensure precision in financial statements, seamless compliance, and valuable insights. Our experts tailor solutions for your success, from tax optimization to risk management.
Business Services
Entity Selection
Optimize your business structure for profit and tax efficiency. We guide and manage diverse tax aspects, ensuring full compliance.
Tax Return Review
Find peace of mind by allowing our professionals examine your previously completed tax return for accuracy, compliance, and potential tax optimization.
Business Consulting
We employ a comprehensive strategy to optimize budgets, plan strategically, and mitigate risks for long-term business health.
Other Services Offered:
- Accounting Software Implementation
- Cash Flow Management
- Tax Planning for Retirement
- Buying or Selling a Business
- Estate & Trust Tax Preparation
- Financial Analysis
- IRS Notice Assistance
- Management Advisory Services
Guided by integrity, trust, and client focus, our values drive our every move.
Integrity
Uphold high ethical standards and act with honesty, transparency, and professionalism in all your interactions.
Trust and Confidentiality
Recognize the significance of trust and confidentiality within our client relationships.
Objectivity
Unbiased advice grounded in thorough analysis, research, and a comprehensive understanding of your financial situations.
Expertise
Remain current with industry trends, regulations, and best practices so that we can provide well-informed guidance.
Long-Term Relationships
Cultivate enduring client connections with trust, transparent communication, and shared respect.
Accountability
Track progress, assess strategies, and adapt as required to keep you on course toward your financial goals.
Testimonials
Those who trust us
John Morton Accounting has not only handled our taxes for over 20 years but has also provided invaluable business consulting as we’ve scaled our company. Thank you for this fantastic experience.
I have been with John R Morton CPA for several years and the team has always taken care of me. Whether it’s through payroll, financial statements, or tax returns I’m come to reply on their expertise and professionalism to get the job done!
John Morton has been doing our taxes, personally and for both of our businesses for 20+ years. He is absolutely the best in his field. I highly recommend him to anyone who is looking for a CPA.
Mr. Morton and his incredible staff have been our CPA for 17 years now. John is such a professional and his knowledge is beyond reproach!! Highly recommend this team for your taxes.
Get started
Schedule your personalized consultation today by calling 1.360.705.9795
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