CPA Consulting and Tax Service Professionals
Penny J. Morton, CPA, P.C. provides a wide range of services to individuals and businesses in a variety of industries. At Penny J. Morton, CPA, P.C., 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. Our professional services include:
From start-ups to established enterprises,
businesses rely on accurate and insightful financial information in order to maintain profitability
and capitalize on new opportunities. Penny J. Morton, CPA, P.C.'s accounting services steer you closer to these goals with
accurate record-keeping and reporting as well as support on financial issues such as initial
accounting system setup, cost-containment, tax planning, investments, and employee benefit and
profit-sharing plans.
These services include but are not limited to:
- General ledger
and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting
system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal
financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and
return preparation
We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.
Request information about Accounting Services below
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Request information about IRS Representation below
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Penny J. Morton, CPA, P.C. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Request information about Bookkeeping/Write-up below
QuickBooks Accounting Help and Assistance
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use if more efficiently and more effectively.
Penny J. Morton, CPA, P.C. offers the following solutions to help meet your QuickBooks needs:
Personal Training- We train you personally! Either one-on-one or several individuals within your organization at your company's location.
Installation- We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
Setup- We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Support- Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Review- Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
Request information about QuickBooks Accounting Help and Assistance below
Penny J. Morton, CPA, P.C.'s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.
Request information about Payroll Services below
A Complete tax service is provided, including normal compliance reporting, consulting, and tax planning relating to federal, state and local tax returns for corporations, individuals, partnerships and trust/estates.
