Charles F. Morgan, CPA, P.C.


31 Old Etna Road
Suite N-4 PO Box 111
Lebanon, NH 03766
Phone: (603) 448-6200
sales@lebanonnhcpa.com

Our Financial Services:


• Accounting Services
• Tax Services
• Consulting & Advisory Services
• Financial Services
• Assurance Services
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Tax Center


Due Dates
Retention-Guide
Tax Rates

Tax Tips


For Individuals
For Businesses
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Glossary
IRS forms

 

Services Offered By Charles F. Morgan, CPA Firm

Business Services:

  

Individual Services:
Accounting Services
  • Outsourced Accounting Department
  • Bookkeeping & Accounting
  • Bank Account Reconciliation
  • Accounts Payable / Receivables
  Accounting Services
  • Financial Budgeting
  • Financial Forecasting
  • Compilation and Review Financial Statements Preparation
Tax Services
  • Income Tax Preparation & Filing
  • Amending Prior Tax Returns
  • Nonprofit Taxation
  • IRS Resolution & Audit Support
  • Tax Credits
  Tax Services
  • Federal & State Correspondence
  • Tax Accounting Methods
  • Tax Planning and Projecting
  • Electronic Filing
Consulting & Advisory Services
  • Outsourced CFO
  • Outsourced Controller
  • Start-up Consulting
  • Business Plan Development
  • QuickBooks Setup & Training
  • Lease Versus Purchase Analysis
  • Job Costing Analysis
  • Debt Analysis
  • Financial Budgeting
  • Succession Planning
  • Business Valuation & Calculations Engagements
  • Mergers & Acquisitions
  • Litigation Support Services
  Consulting & Advisory Services
  • Self-Employment Consulting
  • Start-up Consulting
  • Business Plan Development
  • New Business Formation & Incorporation

Assurance Services

  • Regulatory Audits
  • Reviews & Compilations
Financial Services
  • Retirement Plan Design & Implementation
  • Retirement Plan Asset Management
  • Succession Plan Design & Implementation
  • Employee Education
  • Corporate College Savings Plans
  • Comprehensive Financial Planning
  • Investments
  • Asset Management
  Financial Services
  • Tax-Advantaged Retirement Strategies
  • College Savings Plans
  • Rollover IRA
  • Roth IRA
  • Traditional IRA
  • Life Insurance
  • Variable & Fixed Annuities
 
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Copyright 2004-2022 Charles F. Morgan, CPA, P.C. All rights reserved.
 
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.