About The Firm

The advisor behind
the numbers.

Portrait of Ida Morgan, Enrolled Agent, founder of Morgan Tax and Business Solutions LLC

Founder & Tax Advisor

Ida Morgan, EA

Based in Bellevue, Nebraska, in the Omaha metro area, Morgan Tax and Business Solutions LLC serves individuals and small businesses across the United States — in person at our office or virtually.

Ida brings seven years of tax practice to every engagement. Before that, she spent more than thirteen years as a home health aide. That background is why the paperwork behind caregiving work — difficulty-of-care payments, Medicaid waiver reporting, small agency payroll and provider classification — is familiar ground here rather than something to research on your dime. The firm partners with developmental disability and aged and disabled waiver agencies in all 50 states.

Whether you are a small business owner, a contractor, or a solo entrepreneur, the support is built around your situation: your industry, your filing obligations, and the goals you are working toward.

The mission is simple. Simplify your finances, keep you compliant, and help you keep more of what you make.

  • Enrolled Agent — U.S. Treasury
  • BBB Accredited
  • Commissioned Notary, State of Nebraska

02

How We Work

Three principles, applied year-round.

01

Proactive

We plan your taxes and manage your books all year, so April is a formality rather than a reckoning.

02

Precise

Clean books, reconciled financials, and a second review on every return before it is transmitted. Details are the job.

03

Personal

Support built around your situation: your industry, your filing obligations, and the goals you are working toward.

03

Who We Serve

The businesses we know best.

Home health nurse caring for a senior client during a visit

01 — Industry

Care Provider Agencies

Skilled Home Health · Non-Medical Home Care · Developmental Disability Agencies · Hospice & Palliative Care

Preschool table with blocks, books and colored pencils

02 — Industry

Daycare Providers

Childcare Centers · Preschool Operators · Adult Day Services · Home-Based Childcare

A beauty professional laughing in a bright modern hair salon

03 — Industry

Beauty Professionals

Hairstylists & Barbers · Estheticians & Nail Technicians · Tattoo Artists · Permanent Makeup

Massage therapist preparing warm oil for a treatment

04 — Industry

Health & Wellness Providers

Massage Therapists · Personal Trainers · Nutritionists · Counselors & Day Spa Owners

Caregiver sharing a moment with a young adult

05 — Industry

Disability & Waiver Providers

Shared Living Providers · Independent Providers · PAS Providers · Home Health Aides

Online course creator recording a lesson with a microphone and laptop

06 — Industry

Coaches & Course Creators

Life & Business Coaches · Online Course Creators · Membership Communities · Digital Product Sellers

Real estate investor holding a model house at a desk with a calculator

07 — Industry

Real Estate Investors

Long-Term Rentals · Short-Term Rentals · House Flippers · Small Portfolios

Let’s simplify your finances.

Schedule a free consultation and take the stress out of managing your money.