About MorganTFS
Federally licensed. Locally trusted. Nationally respected.
A boutique tax and financial services firm led by an Enrolled Agent — built around accuracy, advocacy, and year-round planning.
Enrolled Agent
President & Founder
Morgan Tax & Financial Services
Leadership
A President credentialed by the Treasury — not just a preparer.
The President of MorganTFS is an Enrolled Agent (EA) — a federally licensed tax practitioner authorized by the U.S. Department of the Treasury. EAs hold the highest credential the IRS awards and may represent any taxpayer, on any tax matter, before any IRS office.
With decades of combined practice serving individuals, business owners, and non-profits, our firm has built a reputation for technical depth, calm guidance, and a "no surprise" approach to tax season.
Unlimited IRS Representation
Audits, collections, appeals — we step in directly so you don't have to.
Strict Ethical Standards
Bound by Treasury Circular 230, continuing education, and IRS oversight.
Client Advocacy First
We negotiate, document, and defend your position — not just file forms.
Decades of Practice
Across individual, business, non-profit, and resolution work.
Why choose an Enrolled Agent?
Not all tax preparers are created equal. Here's how an EA differs from an uncertified preparer.
- Federally licensed by U.S. Treasury
- Unlimited rights to represent taxpayers before the IRS
- Rigorous testing & 72 hrs continuing education every 3 years
- Bound by Circular 230 ethical standards
- Specialized in all tax matters — individuals, businesses, estates
- No federal credential required
- Limited or no IRS representation rights
- Variable training requirements
- Often seasonal, not year-round
- Generalist — may lack depth for complex returns