Phillip Morgan & Company

Phillip Morgan & Company, P.C. is a full-service CPA firm delivering tax management, accounting, assurance, and advisory services to clients throughout the Birmingham area. The firm provides expert guidance on tax planning and preparation, helping clients minimize liabilities while maximizing cash flow and achieving financial goals. Core services include tax management, accounting services, assurance and advisory, audits and reviews, estate and trust planning, IRS representation, bookkeeping and write-up services, entity selection and restructuring, accounting software selection and support, computer consulting, payroll services, cash flow and budgeting analysis, financial projections and forecasts, business valuation, mergers and acquisitions, and debt and finance advising. The firm addresses the full range of assurance needs with three levels of service: audits for the highest level of verification, reviews for limited assurance, and compilations for internal purposes. The team guides clients through complex tax law changes and provides strategic analysis of business opportunities. With deep expertise across multiple service areas, Phillip Morgan & Company serves businesses of all sizes and non-profit entities with responsive, knowledgeable professional service.