Morton Advisory provides comprehensive, strategic income tax and accounting solutions tailored specifically to the unique needs of each client. We are dedicated to navigating tax law to maximize our clients' financial success, optimize tax positions, minimize liabilities, and unlock opportunities for growth.
Erin is a licensed CPA with over 15 years of experience. She specializes in income tax compliance, preparation, planning, and advisory for closely held businesses, along with their owners and executives. After years of working for firms interested in growth and expansion, Erin established her own practice dedicated to long-term relationships with a select group of clients focused on providing proactive guidance that goes beyond compliance.
SERVING
- Service-Based Businesses, Owners, Investors & Executives
- Real Estate Investors, Owners, Developers, & Property Managers
- Farm & Other Agricultural Operations
- High-Income Professionals & Equity Investors
- Wealth Management Firms & Family Offices
- Filers of Multi-State Income Tax Returns
PROVIDING
- Business & Individual Income Tax Planning, Preparation, Compliance & Advisory Services
- General Business Accounting & Fixed Asset Management Services
- Business Entity Structure & Simplification
- Real Estate Transactions: Purchases, Sales, Basis & Gain Calculations, Like-Kind (1031) Exchanges
WHAT SETS US APART
At Morton Advisory your work is handled by an experienced CPA and receives the attention it deserves. Our fixed fee structure encourages year-round communication and enhanced collaboration without surprise invoices. With timely, proactive service and coordination with your other advisors, we are able to provide cohesive service to meet your universal financial goals. By elevating your financial guidance and tax compliance with Morton Advisory, you will have the support to take your business to the next level.
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