Morton & Associates
Morton & Associates is a full-service professional accountancy corporation in Palo Alto, CA serving individuals, small businesses, and non-profit organizations for three decades.
About
Morton & Associates is a Palo Alto-based, full service professional accountancy corporation founded in 1980 by Jack Morton, Ph.D., CPA. The firm provides a broad range of accounting, auditing, tax, and related planning and consulting services to fully and properly serve individual, business, and non-profit clients.
They have built a special expertise working with not-for-profit organizations. Their clients represent a distinctive cross section of the residents, businesses, and human services organizations in the Bay Area.
Services
Accounting Services for Individuals
Full range of accounting services for individuals, families, trusts, and estates including tax and estate consulting, preparation and submission of Federal and State taxes, achieving maximum tax savings, estate planning, income tax planning, and financial planning.
Small Business Accounting
Services include accounting, audit, consulting, and tax compliance. Benefits include improved financial analysis and presentation, improved internal accounting controls, improved communication, and improved accounting systems.
Non-Profit Organization Services
Extensive expertise in the unique requirements of non-profit organizations. Services include improved communications with the community through strong financial statements and assistance with all business accounting services.
Tax Filing
Federal and State tax filing services for individuals, trusts, estates, small businesses, and non-profit organizations.
Financial Reporting
Financial reporting services including audits, compilations, and reviews.
Retirement and Estate Planning
Retirement and estate planning services to help clients achieve financial goals.
