Business Details
44 Years
experience
Trusted CPA Services in Troy, MI
Since 1982, Taylor & Morgan has provided quality, personalized tax and financial guidance to individuals and businesses nationwide. Our firm is headquartered in Southeast Michigan with an additional office in Charlotte, North Carolina. We ensure the success of our clients by providing a wide range of services from experts in each field. Clients trust the Taylor & Morgan team for tax management & planning, business consulting, accounting, business valuations, merger & acquisition advising, and audit & assurance. Individuals and businesses call us first because they receive the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.With 28 professionals across four locations, we combine decades of collective experience with a commitment to staying ahead of evolving financial regulations. Our team includes Certified Valuation Analysts, CPAs, and specialists in QuickBooks consulting, payroll services, and forensic accounting. We serve clients nationwide while maintaining a personalized approach to every engagement. Our reputation for resolving complex tax matters and delivering actionable financial strategies has made us a trusted partner for over four decades.
Services
Tax Advisory
Business Consulting
Payroll Services
Business Valuations
Audit & Assurance
Details
- Year established: 1982
Highlights and features
- We have over 40 years of experience in tax and financial advisory services.
- Our team includes Certified Valuation Analysts and CPAs with specialized expertise.
- We offer personalized service with a nationwide reach and local market knowledge.
- Our comprehensive solutions cover tax planning, payroll, valuations, and business consulting.
- We maintain a proven track record of resolving complex financial challenges for clients.
Associations and certifications
- CVA
What people say
Successful outcome
Great online system
Guidance through tax laws
Services
Tax Advisory
Our tax advisory team helps clients minimize liabilities while maximizing cash flow through strategic planning. We specialize in individual and business tax compliance, estate tax strategies, and navigating complex regulatory changes. With decades of experience, we ensure clients remain compliant while optimizing financial opportunities.
Business Consulting
We provide actionable insights for business growth, including operational efficiency improvements and financial restructuring. Our consultants identify weaknesses and implement corrective plans tailored to specific industry needs. Services include contract CFO support and merger & acquisition advisory for sustained profitability.
Payroll Services
TM Payroll offers an automated online platform that handles tax filings, direct deposits, and compliance reporting. Our system saves businesses up to 50% compared to traditional providers while ensuring accurate year-end W-2 and 1099 processing with integrated accounting solutions.
Business Valuations
Certified Valuation Analysts deliver SBA-compliant valuations for mergers, acquisitions, and succession planning. We analyze normalized EBITDA and adjust for discretionary expenses to determine accurate business valuations across all 50 states with specialized industry expertise.
Audit & Assurance
We conduct audits for private businesses, nonprofits, and public institutions to meet regulatory and loan covenant requirements. Our team ensures financial transparency through comprehensive reviews of accounting records while providing actionable recommendations for improved financial controls and reporting accuracy.
People
Thomas Taylor
Partner Emeritus
Co-founder with decades of experience in tax advisory and business consulting, specializing in complex financial regulations and strategic planning.
William Morgan
Partner Emeritus
Seasoned CPA with expertise in audit services and assurance engagements for public and private sector clients across multiple industries.
Robert Taylor
Partner
JD and CPA professional focusing on business valuations, merger & acquisition strategies, and litigation support services for corporate clients.
Laura Payne
Partner
Certified in financial forensics, Laura specializes in forensic accounting, fraud investigations, and complex financial dispute resolutions for businesses and individuals.
Kristen Steelman
Director of Payroll Services
Payroll expert managing TM's online payroll solutions, helping businesses streamline tax compliance and reduce administrative burdens through innovative technology.
Questions
What services does Taylor & Morgan offer?
We provide tax advisory, business consulting, payroll services, business valuations, audit & assurance, and QuickBooks consulting.
Where are Taylor & Morgan's offices located?
Our offices are in Troy, Flint, and Grand Blanc, Michigan, plus Charlotte, North Carolina.
How does TM Payroll simplify payroll processing?
Our online system automates tax filings, direct deposits, and year-end forms while saving clients up to 50%.
What makes your business valuations unique?
We deliver SBA-compliant valuations with normalized EBITDA analysis for accurate business worth assessments.
Do you handle both individual and business tax planning?
Yes, we specialize in individual tax strategies and complex business tax compliance solutions.
