Profile
Forrester | Morgan, PLLC
ListedPlano Tax and Accounting Firm for Businesses and Individuals
About
About
Forrester | Morgan, PLLC is an accounting firm based in Plano, TX, serving small businesses and high-net-worth individuals with tax and accounting support.
The firm works with clients in healthcare, real estate, and other local industries, and its site describes support for dental accounting, healthcare accounting, bookkeeping, cash flow…
Forrester | Morgan, PLLC is an accounting firm based in Plano, TX, serving small businesses and high-net-worth individuals with tax and accounting support. The firm’s stated services include accounting services, payroll services, tax services, and tax planning, with additional focus areas such as estate planning.
The firm works with clients in healthcare, real estate, and other local industries, and its site describes support for dental accounting, healthcare accounting, bookkeeping, cash flow management, business valuations, business plans, new business formation, nonprofit organizations, internal controls, and litigation support.
Source materials state that the team includes accountants and CPAs with 20+ years of experience. Services are available in person, with virtual appointments also noted.
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| Accounting services | Remote | ||
| Payroll services | In-person | ||
| Payroll services | Remote | ||
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
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