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 has prepared taxes since 2019. She also brings seventeen years of caregiving experience: twelve years as a home health aide and five years as a Shared Living Provider. 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