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Morgan & Associates CPAs P.C.

Morgan & Associates CPAs P.C.

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and efficiency. Clients praise the team's responsiveness, knowledge, and ease of use, with many noting years of trust. Fast turnaround, clear communication, and helpful guidance for businesses stand out. A rare negative mention cites poor responsiveness and unmet needs. Most emphasize strong recommendations, citing competitive pricing, personal touch, and stress-free tax handling. Long-term clients value consistency and proactive support.

About This Listing

Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
GAAP Compliance
Multi-state Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
GAAP Compliance
Multi-state Experience

Contact Information

Address

1787 Grand Ridge Ct NE STE 200

Grand Rapids, Michigan 49525

Visit Website Call Now Get Directions

Hours

Monday 9AM-3PM
Tuesday 9AM-3PM
Wednesday 9AM-3PM
Thursday 9AM-3PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

Morgan & Associates is an excellent CPA firm that is fast, efficient, and responsive to any inquiries while managing my tax needs! They are also competitively priced and have an easy-to-use interface that allows everything to be uploaded and/or downloaded conveniently. I recommend them to anyone looking for a new CPA firm or a first firm. No business is too small!

Morgan & Associated helped me immensely clean up and complete my taxes. The people I worked with were always bith professional and supportive. I cannot say enough good things about the team they have put together there

Excellent experience with Morgan & Associates. Highly recommend. Lily has been so helpful, kind and efficient. The entire team is great. Thank you!

I've been a client of Morgan & Associates for over 12 years only because they are trustworthy, know their business and great to work with

Shouts of praise to Morgan & Associates for their accurate, caring and client kindness. Justin Barnes and Rachelle are outstanding!!

Have had Morgan & Associates do my Federal and State taxes for several years now and I am always impressed. My spouse and I are usually out of the country in February and March; this year we were unable to get our documents to them until April 2nd and they were still able to complete the filing on time. Lilly did excellent work for us. Rachelle Block, the Office Manager, is always very helpful, efficient, and friendly. It is a pleasure to work with this firm and everyone associated with it.

My wife and I are first time clients. We have a travel agency and personal tax's. Larry and Rachael were excellent in every way, communications, execution and great results! I will recommend them to our friends.

Very positive and easy experience working with Joe and this business. He is very kind, quick to respond to all my messages, and processes my tax-related tasks in a timely manner. Working with Joe has taken all the stress out of taxes for me!!

Justin exhibited a high level of knowledge. He was readily available to address my concerns even through phone contact. I have enjoyed working with Mark but I?m giving Justin a chance and so far I feel very comfortable and safe.

Team was excellent, efficient, timely, knowledgeable with detailed information and communication thanks. BMW

Jason was quick, efficient, and helpful. He answered all my questions, and got my taxes done 4 full days before he promised! The whole process was super simple and VERY affordable. I would definitely tell all my friends to use them!

They are friendly, personable, and willing to answer specific questions and not be bothered by them. I mean any question. They answer questions by email in a timely manner. Professional and they do a complete job. They provide a comprehensive workbook that you fill out for them to complete your return. Very reasonable prices. They helped me at the last minute in April in 2022 with a friend who suffered a hardship and needed to file a return. I highly recommend them.

I do like how efficient having the electronic files for the returns. I would ask/recommend a couple things: 1. When sharing our returns with us, is it necessary to include all the worksheets in addition to the actual return? One of my files was close to 30 pages and I like to have printed hard copies; 30 sheets is a lot! 2. If someone has to pay taxes, please include links and instructions to make payments. In the past, even if filed electronically, my accountant would provide a paper voucher in the

Greatly appreciate the professional, courteous and prompt service from James Cook at Morgan & Associates. Highly recommend this CPA firm to other nonprofit organizations.

I?m always happy with their outstanding service.

Morgan & Associates have prepared my taxes for the past six years. Their job is always efficient and they're pleasant to work with.

Seamless online experience with a personal touch! They helped me file both my personal and business Taxes with restructuring as needed. Highly recommend, knowledgeable, trustworthy, convenient, efficient!

Justin did a poor job with our company. He does not meet customers needs. He did not respond to emails for weeks, he didn't seem to know how to work with people well. He told us things that were not true. When expressing dissatisfaction the company was dismissive, will not go back next year. I would not suggest this company

Being a small business owner, I feel safe and secure knowing that Bill and his entire team have my back! They are always there to answer my questions and to assist me with planning for the future of my business. I highly recommend Morgan & Associates!

Morgan and Morgan CPA's have been fantastic to work with over the years. After bouncing around to a few different CPA's trying to find someone I clicked with and knew how to handle a rental portfolio, I found Morgan and Morgan. Eric Stage, Bill and Blaire have always been very helpful with everything I have going on. Responsive and proactive when it comes time to file my returns. A+++

Great tax service and value for cost! Their team was super helpful in navigating the complexities of owning a small business and optimizing my write offs. I will be using again next year!

Jason is very knowledgeable and efficient. He is very easy to work with and he answered our questions in a timely manner via email or phone calls. Very pleased with his work!

Morgan and Morgan have always been good to me and have helped in any way possible. Thank you for all you do!

Great communication,explained the whole process since this was my first time ever filing business taxes.Great smooth experience.

Excellent service, extremely fast turnaround on tax return prep, mostly automated processes to make it very simple!

Super efficient work - good online system to exchange information. Better than my prior experiences with other firms!

These guys always do amazing work for our business and personal tax returns!

I have utilized Morgan and Associates for almost 10 years. They are professional and very prompt. Thank You.

Very professional..easy to work with..accurate I feel very confident in their high standards..thanks to all at Morgan and Associates CPA's

Every one was very helpful with all my issues thank you again

Best accountant in town! Would highly recommend

Jason and his office staff is very professional and prompt.

The return was done quickly and in a professional manner. Will use again.

They are great to work with!

Amazing team to work with!

Easy to work with, good communication

Everything was great

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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