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We are a certified public accounting firm offering services for individuals and businesses
in the Upper Valley area. We offer tax planning and preparation for individuals, businesses,
estates and trusts, and not-for-profit entities.
We work with our clients to plan events that could happen, not just record what has happened.
We explain what those numbers mean to you, your business and your family. We believe that our
clients are able to make the best financial decisions only when they have received the best
financial advice.
If there is anything we can do to assist, please call to schedule an appointment.
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Securities offered through Cetera Financial Specialists LLC, Member
FINRA/SIPC.
Advisory services are offered through the Patriot Financial Group, an SEC registered investment
advisor. Cetera companies and Charles F Morgan CPA PC are not affiliated. Tax services provided by
Charles F. Morgan, CPA Firm. The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal advice. Please consult
legal or tax professionals for specific information regarding your individual situation. The opinions
expressed and material provided are for general information and should not be considered a solicitation
for the purchase or sale of any security.
This site is published for residents of the United States and is for informational purposes only and
does not constitute an offer to sell or a solicitation of an offer to buy any security or product that
may be referenced herein. Persons mentioned on this website may only offer services and transact
business and/or respond to inquiries in the states or jurisdictions in which they have been properly
registered or are exempt from registration. Not all products and services referenced on this site
are available in every state, jurisdiction or from every person listed.
Securities offered through Cetera Financial Specialists
LLC,, Member
FINRA/SIPC.
Advisory services are offered through the Patriot Financial Group, an SEC registered investment advisor.
Cetera is under separate ownership from any other named entity.
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