Morton & Associates, Inc. Certified Public Accountants

Our firm provides professional accounting services for individuals, trusts, estates, fiduciaries,corporations, partnerships, and not for profit organizations. These services include...

Financial Statements... audit review compilation
Tax Return Preparation... income, estate, trust, sales, business property, payroll, exempt organizations...other government required forms.
Consulting... income tax and retirement and estate planning...design, development, and implementation of manual and computer-integrated accounting systems.

Our staff has extensive experience with individuals and businesses in transition, including stock options, companies in transition, stock options, start-ups, mergers, changes in marital status, and retirement planning.

SERVICE TO BUSINESS ORGANIZATIONS

Morton & Associates Inc. serves a wide range of industries...high technology, professional services, retail,manufacturers, printing, and distributors. Our services include audit, accounting, consulting, and tax compliance. Our comprehensive understanding of closely-held business benefits our clients by:

Improved Financial Analysis and Presentation... analytical review of company financial statements and assistance to management in evaluating liquidity, profitability, etc.
Improved Internal Accounting Controls... evaluation of the effectiveness of internal control structures for safeguarding assets and ensuring accurate, reliable accounting information...recommendations for improving controls or establishing new controls....assist in recommending new controlsd assist in implementing recommendations.
Improved Communication... between the organization and its board or other users of its financial statements.
Improved Accounting Systems... software evaluation...recommendations for optimum use of existing systems or development and implementation of new systems.

SERVICES TO INDIVIDUALS, TRUSTS AND ESTATES

Tax preparation and other accounting services to individuals, trusts, and estates are an important part of the practice of Morton & Associates Inc. These services include recommendations to:

Maximize Tax Savings.... review of tax attributes....evaluation of tax election alternatives
Estate Planning to Maximize benefits.... consider current gifting, family limited partnerships and trusts, and other mechanisms. Improved Internal Accounting Controls...
Income Tax Planning.... coordinate individual and business tax planning.Improved Communication...
Administration and Accounting.... for charitable remainder and other trusts.

SERVICES TO NON-PROFIT ORGANIZATIONS

Morton & Associates Inc. has expertise in serving the special requirements of non-profit organizations. In addition to the recommendations noted above for business organizations, we provide non-profits with:

Improved Communications to the Community.... strengthen financial statements to improve communication with board members, donors, fund-raisers, acation with board members, donors, fund-raisers, and the community being served by the organization.

Fill out Your Internet Tax Notebook

Fill out your tax organizer on line! Call us for your password and click on the icon below!

Please note that the Internet Tax Organizer will not work properly without Internet Explorer.

We feel that it is unfortunate that the Internet tax notebook was created with closed, proprietary components, however, we did not implement the design. Although we are but one of many customers, we have asked the company to allow our customers to use the Internet Tax Notebook with the web browser of their choice.

Internet Explorer is available natively in both Microsoft and Apple's operating systems. Linux users can also use Internet Explorer natively if they own Crossover Office.

Please contact James Leone for special information that you will need to use Internet Explorer in Linux, he will be happy to provide you with the necessary support.