Morgan, Daggett & Wotman, LLP is a full-service accounting firm located in Ventura, California. We can provide you with assistance in all your tax, financial, and business affairs - assistance that will improve your total financial well-being. Designing recordkeeping and accounting systems that help your business function efficiently and profitably.
We want you to get the best financial and tax help possible. Explore our website to discover the many ways we can serve you. Then if you would like to get together to discuss your tax and accounting needs, contact us via e-mail or by phone at (805) 642-2495.
We want you to get the best financial and tax help possible. Explore our website to discover the many ways we can serve you. Then if you would like to get together to discuss your tax and accounting needs, contact us via e-mail or by phone at (805) 642-2495.
Services
Spend your time building your business - and your profits; let us handle your bookkeeping, recordkeeping, and report filing.
We'll work with you to identify the services you need.
Then we'll set up a schedule so data is collected, recorded, and handled efficiently and timely.
You're likely to save more than our services cost.
Your in-house staff needs will be reduced, so you will reduce associated employee costs such as payroll taxes, employee benefits, training time and expense, equipment and software costs, and employee management costs.
We'll work with you to identify the services you need.
Then we'll set up a schedule so data is collected, recorded, and handled efficiently and timely.
You're likely to save more than our services cost.
Your in-house staff needs will be reduced, so you will reduce associated employee costs such as payroll taxes, employee benefits, training time and expense, equipment and software costs, and employee management costs.
Most people don't like to think about death, much less plan for it.
And since there is no legal requirement to do estate planning, many of us put it off.
Yet the truth is that investing a little time in estate planning can pay off in lower taxes and administrative costs, increased financial security for your loved ones, and best of all, your own peace of mind.
Estate planning is not just a task for the wealthy.
Tax implications kick in depending on the value of your estate and the federal and state laws in effect at the time of your death.
And since there is no legal requirement to do estate planning, many of us put it off.
Yet the truth is that investing a little time in estate planning can pay off in lower taxes and administrative costs, increased financial security for your loved ones, and best of all, your own peace of mind.
Estate planning is not just a task for the wealthy.
Tax implications kick in depending on the value of your estate and the federal and state laws in effect at the time of your death.
We can review your investment ideas with you and your investment advisor and make recommendations to maximize your after-tax return.
Don't ignore the impact of taxes on your investments.
While taxes should not drive your investment strategy, understanding how taxes affect your earnings will help you minimize taxes and maximize your return.
Long-term capital gains and dividends carry a favored tax status.
Consider putting more dollars in investments that give you dividend income and long-term capital gains.
Don't ignore the impact of taxes on your investments.
While taxes should not drive your investment strategy, understanding how taxes affect your earnings will help you minimize taxes and maximize your return.
Long-term capital gains and dividends carry a favored tax status.
Consider putting more dollars in investments that give you dividend income and long-term capital gains.
We monitor the changes in the tax law that could affect you and recommend tax-saving strategies.
We will prepare all your tax returns and serve as your advocate in all tax matters.
If you are contacted by any government agency concerning your tax matters, your first call should be to us.
We will take care of it so that you can get on with your business.
There is a certain mystique that has grown up around tax planning and tax-cutting techniques.
We are here to put tax planning in plain English for you.
We will prepare all your tax returns and serve as your advocate in all tax matters.
If you are contacted by any government agency concerning your tax matters, your first call should be to us.
We will take care of it so that you can get on with your business.
There is a certain mystique that has grown up around tax planning and tax-cutting techniques.
We are here to put tax planning in plain English for you.
Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional.
It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year.
Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.
We prepare hundreds of tax returns every year.
We know what to look for when your return is prepared.
More importantly, you will have someone to answer your questions during the rest of the year.
It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year.
Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.
We prepare hundreds of tax returns every year.
We know what to look for when your return is prepared.
More importantly, you will have someone to answer your questions during the rest of the year.
Reviews
Be the first to review Michael Morgan.
Write a Review
