FAQ

Morgan’s Accounting and Tax is available to help you throughout the year with your tax, accounting and financial services and wealth management planning.  Contact us at (919) 365-9060 if you are facing situations such as:

  • Needing to begin the process of collecting unemployment after changing or leaving a job
  • Due to tax considerations, before receiving a distribution from a 401K, IRA or pension plan
  • Buy or sell a house or rental property
  • Receive an inheritance
  • Due to tax considerations, before you sell or redeem more than $2,000 in investments
  • Start, sell or close a small business
  • Giving or receiving a gift over #13,000
  • Retire or start receiving Social Security
  • Have a new child
  • Have a change in your marital status
  • Receive a notice from the IRS or State Department of Revenue
  • Any situation where you just want to talk or get a second opinion

If you are located in Wendell, Knightdale, Zebulon, Raleigh or beyond, let the team at Morgan’s Accounting and Tax help you with your needs.  Our experienced team can help you no matter the situation you face.  Call us at (919) 365-9060 to learn more about the tax and accounting services, business consulting services and QuickBooks software services we provide and how we can help you!