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+1 602-263-0790
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| 1702 E Highland Ave Ste 205, Phoenix, AZ, 85016 | |
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1.7 miN Central Ave & Camelback Rd
1.7 miCampbell Ave / Central Ave
1.8 miCentral Ave / Camelback
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Specialties
Individual, Partnership, S and C Corporation, Fiduciary, Non-Profit Tax Preparation
Tax planning and tax projections
Retirement Planning
Estate and Trust Planning
Response to tax notices and audit support
Preparation of financial statements including compilations and reviews
QuickBooks training, setup and cleanup
Bookkeeping services include bank reconciliations, general ledger cleanup, payroll processing
History
Established in 1969.
The Firm dates back more than 40 years when Neil Morgan joined up with Marlow Davis to form Davis & Morgan. In the years that followed many changes have taken place but more importantly many things have stayed the same, namely, the trust of our clients. We have built long-term relationships with our clients based on mutual respect, trust and integrity.
Meet the Business Owner
Susan C.
Business Owner
Sue joined the Firm in January 1988. She became a partner in 1994. Her background includes financial accounting, taxation and estate planning.
