As experienced CPAs, business and financial advisors, we at Taylor & Morgan understand your desire to find effective solutions that meet your unique and ever changing business and financial needs. Focused on core values of technical excellence and personalized advice, we serve a diverse, multi-national clientele with whom we strive to build lasting relationships.

Our commitment to quality and service is evident in all that we do. Please take a moment to review this brief synopsis of our services. We look forward to demonstrating our capabilities, as we help you achieve your strategic financial and business goals.

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About Us

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For years, Taylor & Morgan, CPA, PC has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Taylor & Morgan, CPA, PC is one of the leading firms in and throughout the area.

Services

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At Taylor & Morgan Asset Management, LLC we strive to understand your specific investment objectives and unique tax situation. With Federal, State and City tax rates combing to equal 40% or more, your investment returns can be greatly diminished by poor tax planning. Having an Investment Advisor who is also a CPA allows you to keep more of what you make.

Services

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Taylor & Morgan provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. We look forward to hearing from you.

Planning Tools

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These calculators have been provided as a resource for you to help plan your financial matters. Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice, or supplement the advice of a professional advisor.

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