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Trusted Accounting Services

Morgan, Daggett and Wotman, Home of Tax Champions, is a full-service accounting firm that specializes in the overall financial well-being of our clients. Our talented financial experts can help you meet and exceed your personal and business goals. Read more to learn how our trusted accounting services can benefit you.

Trusted Accounting Services

Consequently, as a full-service accounting firm, we’re open all year-around. Our robust staff is qualified to proficiently manage your personal financial affairs, in addition to:

  • Individual tax preparation
  • Individual tax consulting

That means you’ll have access to professional resources throughout the year, instead of only throughout the tax season.

Although there’s no law that requires individuals to hire tax and accounting professionals to act on their behalf, many people do. It’s often recommended by experts as the best way to maximize deductions and minimize unhappy surprises.

In addition, hiring a skilled and reputable professional ensures that tax returns are prepared with accuracy and completeness. Of course, we’ll happily discuss any questions or concerns you have throughout the year, as well. When taxpayers hire credentialed tax experts, they’re relieved of the pressure that comes with big changes in life.

For example, consider a taxpayer who lost his or her job in the middle of the year. This taxpayer may draw on unemployment benefits to get by until he secures another job. Are these benefits taxable? Does the government withhold taxes from unemployment checks?

Overall, people who are going through this kind of “hiccup” in life aren’t enthusiastic about having to research, vet and hire a new professional. If your tax professional is part of a firm that offers trusted accounting services, reliable information is just one phone call away.

Additionally, the trusted professional is familiar with your financial challenges and goals. Professional advice from this perspective is invaluable.

Trusted Accounting Services for the Savvy Business Owner

Trusted accounting services aren’t limited to tax alone, although, this is a healthy portion of the needs of some business-owners. Our business services include the following:

  • Business tax preparation
  • Business tax consulting
  • Contract and business tax estimations
  • Tax planning for corporations, partnerships and LLCs
  • Payroll services
  • Bookkeeping services

Business owners certainly wear many hats to make sure their business runs smoothly. But when it comes to paying and filing taxes, there’s no room for error. We understand the unique needs of small and big business owners alike, so we offer our services accordingly.

We take pride in our unique ability to structure an excellent accounting system that’s tailored to the varying needs of each client. Let us take the reins on your business finances, so you can get back to the heart of your business and its success.

Finally, our careful navigation of your financial decisions allows you to pay only your fair share of taxes.  We’ll manage your tax liability, while we simultaneously help you:

  • Build your personal wealth through sound tax and financial planning
  • Easily resolve concerns that arise in your business
  • Plan for a comfortable retirement
  • Preserve your estate for your intended heirs

Our personal attention to our clients gives us the opportunity to design record-keeping and accounting systems that help their business function efficiently and profitably.

Which Clients are Ideal for Our Trusted Accounting Services?

Overall, our clients come from all walks of life. They’re individuals, married couples, business owners, partners, corporations. They’re also celebrities, first-time tax filers, military members, truck drivers, and everyone in between.

Tax Champions’ clients do have one thing in common, however; the opportunity to freely consider every opportunity that comes their way. Our trusted accounting services gives them the confidence of sound financial advice at their fingertips all year around.

Our clients also have peace of mind knowing that they’re financial health is strong and well-supported by our team. Above all, our courteous staff is widely credentialed and extensively experienced in all financial matters, with a specialty in tax.

Our A+ rating at the Better Business Bureau, as well as a record of no complaints with the Board of Accountancy or Internal Revenue Service says a lot. After more than 35 years of working with valued clients, it chiefly speaks to our trusted accounting services and our commitment to each one.

Where are Our Clients Located?

Tax and finance laws across the United States vary from state to state. Our staff is licensed and credentialed to represent individuals and businesses across the country, as well as overseas. Many of our clients have dual-citizenships, business and money in more than one country, and other unique circumstances that we’re highly qualified to manage.

If you’re looking for a one-stop shop for all your accounting and tax needs, you’ve come to the right place. Join our clients who sleep better at night knowing that knowledgeable professionals safeguard the good financial decisions they’ve made. Let Tax Champions empower you to focus on what really matters.

Where to Start

Contact us at 800.518.8964 or use the blue box on the right side of this page to send us your contact information. One of our knowledgeable staff members will certainly reach out to you.

We’ll start with a free initial consultation over the phone that allows us to get to know your needs and circumstances. There’s never any obligation to hire us. Rest assured that you will not encounter high-pressure salespeople, or any other strings attached. During the initial consultation, our staff will explain your options and answer your questions.

Next, if you’re interested in or ready to hire our firm, our staff will send you an engagement letter. Generally, this document reviews the strategy to address your needs and other information discussed during the consultation.

It will also include a Power of Attorney, if applicable. The IRS requires this document before we address your account with them on your behalf. Once you electronically sign it and return it to us, we’ll get started on your most pressing needs immediately.

Would you benefit from professional or business financial navigation? You’ve come to the right place. Our staff consists of licensed professionals with 35 years of experience in managing the financial health of big and small businesses.

Consultations are on a first come, first served basis and are available during standard business hours. We’re also available during the evenings and weekends for your convenience. Give us a call today at 800.518.8964 and speak to a knowledgeable representative for your free consultation.

Sources

Frequently Asked Questions FAQs - Become a CPA. (n.d.). Retrieved from //www.aicpa.org/becomeacpa/gettingstarted/frequentlyaskedquestions.html

Kenton, W. (2019, March 12). American Institute of Certified Public Accountants. Retrieved from //www.investopedia.com/terms/a/american-institute-of-certified-public-accountants.asp

Tax Champions: Better Business Bureau® Profile. (2019, September 16). Retrieved from //www.bbb.org/us/ca/ventura/profile/tax-consultant/taxchampions-1236-92012281

Image result for blue check mark   Individual Tax Prep

Image result for blue check mark  Business Tax Prep

Image result for blue check mark  Business Tax Projections

Image result for blue check mark  Tax Consulting

 

Image result for blue check mark  Tax Planning for Corporations, Partnerships & LLC's

Image result for blue check mark  Understanding Tax Laws

Image result for blue check mark  Payroll Services

Image result for blue check mark  Bookkeeping Services

Walter Wotman, CPA

Founder & Managing Partner

Walter Wotman, CPA is the author of "Tax Champions Guide to Tax Resolution." Amazon #1 Best Seller in the Personal Finance category. He is one of America's most experienced tax negotiators with over 35 years of experience helping thousands of clients settle difficult back tax issues.

Get Help Now (800)-518-8964

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