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 these situations:

  • 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!

Morgan's Accounting and Tax Services
2485 Wendell Blvd.
Wendell, NC 27591
(919) 365-9060

Our Mission:

Provide accurate federal and state income tax return services to our customers. Strive for excellence in customer service. Have the right answers to your questions. Charge reasonable rates based on the work requested and finish in a timely manner.

Filing personal, joint or business income taxes is a responsibility all Americans must fulfill. We help Eastern and Central North Carolina meet that responsibility.

Call Morgan's Accounting and Tax Service in Wendell, NC for an appointment today. 919-365-9060