About The Firm
The advisor behind
the numbers.

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.

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
Let’s simplify your finances.
Schedule a free consultation and take the stress out of managing your money.
