Morgan Financial Service, LLC

5(28 reviews)Auburn, Georgia
All
By owner
Street View & 360°
All
By owner
Street View & 360°

Morgan Financial Service provides individual (1040) and corporate (1065, 1120, 1120S and 1041) tax preparation services. Kathleen Morgan started Morgan Financial Service in 2001 because she discovered there was a significant need for accurate bookkeeping and tax services. Her goal is to provide you with quality services and save you money. Morgan Financial works one-on-one with clients to help them understand the importance of a quality accounting system. Morgan Financial Service provides professional bookkeeping, small business accounting, tax preparation, IRS representation and QuickBooks training. They are dedicated to providing our clients with professional and personalized accounting services.

Services

Service Options

Accessibility

Business Hours

Monday
8:30 am–4 pm
Tuesday
8:30 am–4 pm
Wednesday
8:30 am–4 pm
Thursday
8:30 am–4 pm
Friday
Closed
Saturday
Closed
Sunday
Closed

Find Us on Google Maps

1551 Torrington Dr, Auburn, GA 30011, United States

Customer Reviews

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Reviews

5(28 reviews)
Vince Fowler
Mar 7, 2024on
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Very professional and attentive towards your tax and business needs.

Nancy Wallace
Feb 7, 2024on
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Thank you for getting me back on track, Kathleen! I truly appreciate your efforts and look forward to working with you over the years.

Joseph Boisvert
Nov 7, 2023on
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What a great experience that I usually find difficult! Kathleen was very helpful and was very quick to answer any questions I had. I am pleased to have a Go to now for her services. Thanks Kathleen!

Dan
Nov 7, 2023on
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Knowledgeable and efficient. Great advice.

Jonathan Buckner
Nov 7, 2023on
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Morgan Financial has really made a difference for us. After changing accountants several time in just a few years, she was the perfect fit for our company and is on top of everything. Much appreciated, if I could give Kathleen 10 stars, I would do just that! Thank you!!! Positive Responsiveness, Quality, Professionalism, Value

erin gray
Nov 7, 2023on
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Diligent. Flexible. Honest. Timely. We can’t say enough great things about Kathleen and her team!

Blane Mullinax
Nov 7, 2023on
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Morgan Financial has taken such good care of me & my business that I now have friends & family that also use them. Very grateful to have them as my accountant!

Patty Taylor
Nov 7, 2023on
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Morgan Financial Service has exceeded my expectations. I rest easy knowing my business financials are in good hands. Thank you!

graciela lopez
Aug 20, 2023on
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I worked with Kathleen Morgan at Morgan Financial Service and I found the service to be friendly and professional. Kathleen assisted me with accounting clean up of my small business bookkeeping. Kathleen was fast and efficient. I would definitely recommend their services.

Carol Ketchens
Feb 17, 2023on
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I have been using Kathleen as my tax preparer for many years. She is very knowledgeable and friendly. She answers all of our questions and makes sure we don't forget anything. Also, our taxes are done quickly. I would highly recommend using her!

Adam Brown
Feb 8, 2023on
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Kathleen was awesome! I started my first business last year and worked with a company over seas so I had many questions about filing taxes and knew I needed to work with someone who understood everything. She was great and is very knowledgeable and answered all of my questions, explained everything very thoroughly, and made the whole process very easy. Definitely will be coming back and recommend!

Jessica Kent
Nov 7, 2022on
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Kathleen is the absolute best! I cannot recommend her enough. Easy to work with, knowledgeable and goes out of her way to help.

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