Monthly services range from complete bookkeeping, to just a little help with the bank reconciliation. We strive to help small businesses succeed and will custom tailor a monthly service to meet your needs. Back
Bookkeeping and Accounting Support
Our staff of small business specialists will take care of any and all of your accounting needs. No matter what your accounting needs are, we have an answer. We can help you set up an accounting system and provide support and answer questions to a system once in place. Or if you prefer, we will take care of the bookkeeping from start to finish and leave you more time for running your business. Whatever your needs, we will provide a solution for a surprisingly affordable fee. Back
Quickbooks® Support
We are registered Quickbooks® advisors, and have several Quickbooks® experts on staff. We can help you set up Quickbooks®, or if you are already using Quickbooks®, we can help you get the most out of the program. Back
Financial Statements
Our financial statement services include:
• Compilations
• Reviews
• Audits
Our staff has extensive experience in preparing financial statements and we are well situated to provide high quality business assurance service at a very reasonable price.
Mr. Morse is actively involved in all phases of every financial statement engagement, applying his more that 30 years of experience to your engagement. Back
Tax Preparation and Planning
Our tax practice covers a broad range of services. We prepare federal and state income tax returns for any state. We also prepare state franchise and other returns, as well as county property tax reports for any locale. We monitor all federal, state and local tax filing requirements for our clients, we are thus able to see that they meet all of their requirements and avoid costly late filing penalties.
We have extensive experience in preparing tax returns for individuals, partnerships, corporations, estates and trusts, foundations, employee benefit plans, and others.
Our tax planning services include income tax projections, preparing quarterly estimate payments, transaction structuring, and estate and trust planning.
Other tax services include payroll report preparation, information returns, business registration and representation before the Internal Revenue Service to name a few. Back
Business Start-Up
Morse & Co. has assisted many individuals in starting a new business. There are many things to consider, starting with the choice of an entity including sole proprietorship, limited liability company, or corporation.
Decisions regarding payroll preparation and related tax filing requirements must also be made. Filings with various state agencies are also required, along with IRS registration. Arrangements for establishing and maintaining accounting records must be made. Often, banking relations must be established and financing secured. We have many years experience in all these areas. Back
Business
Consulting
Our firm has worked with small business owners for over thirty years.
It is no surprise that we know about many of the problems faced by small
business owners, in addition to the accounting and tax issues.
We have assisted small business concerns in budgeting, as well as financing
and refinancing.
There are times when a change in entity or legal structure is necessary.
We support owners in making such changes. Our years of experience allow
us to offer valuable advice and insight in purchasing or selling a business.
This includes the formation of Employee Stock Ownership Plans(ESOP) whereby
the owners sell all or a portion of their stock to the ESOP – at
very favorable tax consequences.
Recruiting and training of accounting personnel is another area in which
our expertise can be a valuable resource to our clients. Back
We advise our clientele on numerous personal financial planning matters, ranging from college planning and retirement planning to estate and trust formation. Through our sister company, Morse Capital Management, Inc., we can install company retirement plans, such as 401(k), SEP, and profit sharing plans. Back
