Strong relationships and clarity in communication bring about monumentally successful results. Let’s make that happen together!
Morgan delivers comprehensive tax and advisory services to the business and personal clients of DKB. She works hard to proactively communicate with her clients and have an understanding of what is going on in both their business and personal lives. This allows her to be best positioned to make a difference and provide forward thinking insight.
Morgan works with her clients to help them achieve their personal and financial goals through sound recommendations and advice, from a tax perspective. Her ability to coordinate with DKB’s financial assurance and accounting services team provides for a well-rounded client service experience. Morgan also works to provide our team members with a well-rounded work experience. She is an active mentor and coach for team members at DKB as they navigate through their career paths.
Morgan brings specific expertise to our clients who operate in the real estate and healthcare industry, as well as providing services to their respective business owners. She helps her clients in areas such as partnership taxation including, income and deduction allocations, analysis of partnership agreements and transfers of interest resulting from sale, purchase, gift, or death. She also has unique expertise in expatriate and inpatriate taxation, including dual status returns, foreign earned income exclusion, foreign tax credits and other income sourcing activities.
Morgan earned a Bachelor of Science degree in Accounting from the State University of New York College at Plattsburgh. She is a member of the AICPA.
Morgan currently resides in Greece, NY with her family and two cats. In her spare time she enjoys attending as many of the Rochester Americans, Buffalo Bills and Buffalo Sabres games as possible. She is an avid videogamer, and the founder of a gaming clan called Guardians United Dominate [GUD].