One of the greatest financial mistakes Americans make is paying more taxes than is necessary.
At Morelli Financial Group, our goal is to find every tax benefit available to our clients, sometimes reducing their tax bill by thousands of dollars.
Finding every available tax benefit can save you thousands of dollars per year, but learning about all of them is time consuming, difficult and confusing, especially since they are constantly changing.
Morelli Financial Group puts a combined 80 years of tax knowledge into every tax return we prepare, including federal, state, local and business tax returns.
We also strive to educate all of our clients on the relationship between their taxes and their investments, so that we can create a cohesive financial picture, complete with plans and goals for retirement and wealth accumulation.
Services/Products
Tax Service
Our Enrolled Agents and tax specialists put a combined 80 years of tax knowledge into every return we prepare including federal, state, local, and business taxes. An Enrolled Agent is a tax professional who is licensed by the federal government to represent tax payers to the Internal Revenue Service. What does this mean to you? If you are ever audited or have any other problem with the IRS you have the full resources of our firm acting on your behalf - you will always have a professional in your corner.
Payroll Service
Fast, efficient and trouble-free. Our confidential, cost-effective and complete payroll service eliminates the tedious chore of payroll processing in your office. Our complete payroll service produces professional, computer-generated checks for your employees and all tax agencies and other payments along with a variety of available payroll reports and analyses. With our complete payroll service, payroll is no longer a tedious process, but rather a smooth function of your business.
Business Counseling
This is the backbone of all the services we offer. A personal discussion of your individual financial needs or of business financial matters is available when you need it and is as close as your phone. We will assist in the interpretation of your financial records & reports to help you improve your profitability. We will help you analyze your expenses to control unnecessary outflow, reconcile your bank statements to avoid costly leaks.