Tax & Accounting — Bellevue, Nebraska
Keep more of
what you make.
Most business owners overpay in taxes and lose their evenings to their own books. Morgan Tax & Business Solutions works differently — an Enrolled Agent–led firm in Bellevue giving year-round, proactive tax preparation, bookkeeping and tax-reduction planning, so you can focus on what you do best.
- Licensed Accountant
- Expert Tax Strategist
- BBB Accredited
Income Tax Preparation ◆ Bookkeeping ◆ Payroll Setup ◆ Tax Planning ◆ Tax Resolution ◆ Outsourced Accounting & Advisory ◆
01
The Proactive Difference
Are you missing out because you don’t have a proactive accountant?
Overpaying in taxes. Losing evenings to your own books. Missing opportunities because the financials aren’t clean.
We provide year-round, proactive guidance and tax-reduction planning — not once-a-year data entry. Your estimated taxes are planned and paid throughout the year, your books are reconciled monthly, and you always know where your business stands.
02
What We Do
Six disciplines. One standard.
01
Income Tax Preparation
Accurate, timely business and personal returns, with every deduction and credit you are entitled to documented and supported.
- Business & personal returns
- Deduction & credit review
- Federal, state and multi-state
02
Bookkeeping
Organized, current financial records, with backlog cleanup that gets you caught up and keeps you there.
- Monthly books closed & reconciled
- Backlog cleanup & catch-up
- A chart of accounts built for you
03
Payroll Setup
Your payroll set up correctly on a well-supported platform, so you or your administrator can run it with confidence.
- Payroll platform setup
- Employee and withholding setup
- Training for your owner or administrator
04
Tax Planning
Year-round planning built around your situation, aimed at reducing liability within the law and aligning with your longer-term goals.
- Year-round tax reduction planning
- Quarterly estimates, fewer surprises
- Pre-year-end strategy sessions
05
Tax Resolution
Representation when there is a balance owed, a notice you do not understand, or years of returns that never got filed.
- Notice review and response
- IRS transcript analysis
- Installment agreements
06
Outsourced Accounting & Advisory
Your complete finance department: bookkeeping, payroll setup, tax planning and preparation in one proactive package.
- Full-service monthly accounting
- KPI dashboards & reports
- Tax planning and preparation included
03
Industries We Serve
Specialists in the industries we know best.
01 — Industry
Care Provider Agencies
Skilled Home Health · Non-Medical Home Care · Developmental Disability Agencies · Hospice & Palliative Care
02 — Industry
Daycare Providers
Childcare Centers · Preschool Operators · Adult Day Services · Home-Based Childcare
03 — Industry
Beauty Professionals
Hairstylists & Barbers · Estheticians & Nail Technicians · Tattoo Artists · Permanent Makeup
04 — Industry
Health & Wellness Providers
Massage Therapists · Personal Trainers · Nutritionists · Counselors & Day Spa Owners
05 — Industry
Disability & Waiver Providers
Shared Living Providers · Independent Providers · PAS Providers · Home Health Aides
06 — Industry
Coaches & Course Creators
Life & Business Coaches · Online Course Creators · Membership Communities · Digital Product Sellers
07 — Industry
Real Estate Investors
Long-Term Rentals · Short-Term Rentals · House Flippers · Small Portfolios
04
The Signature Package
Outsourced Accounting & Advisory.
Your entire finance function — bookkeeping, payroll setup, tax planning and tax preparation — delivered as one proactive partnership, so April holds no surprises.
01
We clean up your books, establish a solid chart of accounts and make sure you are set up correctly.
02
We set up your payroll on a well-supported platform and train your owner or administrator to run it.
03
We keep your bookkeeping current and reconciled every month, so nothing is a mystery in March.
04
We plan your estimated tax payments for the year and remind you before each due date, reducing the risk of a year-end surprise.
05
We provide monthly or quarterly reports and management dashboards for the numbers that actually drive decisions.
06
We meet with you throughout the year to make tax mitigation decisions around investments, purchases and strategy.
— plus year-end closeout, an in-depth analysis of your tax and financial position, a comprehensive tax reduction plan, filed returns, and guidance on building tax-efficient wealth.
Accounting numbers are the language of business and as such are of enormous help to anyone evaluating the worth of a business and tracking its progress.
Warren Buffett
Meet Your Advisor
Ida Morgan, EA
An Enrolled Agent — federally authorized to represent taxpayers before the IRS — Ida founded Morgan Tax & Business Solutions to give small businesses, solo entrepreneurs and care-industry providers the proactive, year-round financial partnership they deserve.
Thirteen years as a home health aide came first. That is not a detour from tax work; it is why the paperwork behind caregiving, Medicaid waiver payments and small agency payroll is familiar territory here rather than a research project.
- Enrolled Agent
- BBB Accredited
Where We Work
Tax help in Bellevue, Omaha and across the country.
Our office is at 1408 Fort Crook Rd S in Bellevue, Nebraska. We meet clients in person and virtually, and we serve individuals and small businesses in all 50 states.
As an Enrolled Agent, Ida Morgan is authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS in every state — so where you live does not limit the help you can get.
Begin The Conversation
Ready to keep more of what you make?
Schedule a free consultation and take the stress out of managing your money — for good.