Accounting & Tax Services for Small Businesses

Bookkeeping Near Omaha, NE

Simplifying Your Finances and Empowering Your Business

Ida Morgan, EA
Expert Tax Strategist

Schedule a Consultation

Most business owners end up overpaying in taxes, wasting time doing their own books and miss out on major business opportunities because they don't have pristine financials.

Morgan Tax & Business Solutions is different. We provide year-round, pro-active guidance & tax reduction planning to help you keep more of what you make.

Are You Missing Out Because You Don't Have a Proactive Accountant?

Who We Are

Based in Omaha, Nebraska, Morgan Tax and Business Solutions LLC is a virtual tax and accounting firm that provides a variety of accounting and business services to help individuals and small businesses across the United States grow and thrive.

Whether you're a small business owner, a contractor, or a solo entrepreneur, we’re here to simplify your finances and guide you toward success. We bring extensive experience and professionalism to every case and customize our support to your individual needs and concerns.

Keep More of What You Make & Focus on What You Do Best!

Industries We Specialize In

In-Home Caregivers & Agencies

  • Shared Living Providers

  • Host Home Mentors

  • Adult Foster Care Providers

  • HCBS Waiver Caregivers

  • Residential Service Providers

  • Non-Medical Home Care Agency Owners

  • Developmental Disability (DD) Agency Owners

Childcare Providers

  • Daycare Center Owners

  • Preschool Operators

  • Licensed Childcare Providers

  • Home-Based Childcare Owners

Home Health & Therapy Providers

  • Home Health Agency Owners

  • Hospice & Palliative Care Agency Owners

  • Physical Therapists in Private Practice

  • Occupational Therapists in Private Practice

  • Speech Therapists in Private Practice

  • Independent Nurse Practitioners

Beauty Professionals & Salon Owners

  • Hairstylists

  • Barbers

  • Estheticians

  • Nail Technicians

  • Tattoo Artists

  • Permanent Makeup Artists

  • Body Piercers

  • Salon & Shop Owners

Health and Wellness Providers

  • Massage Therapists

  • Personal Trainers

  • Nutritionists

  • Yoga Instructors

  • Holistic Health Practitioners

  • Mental Health Counselors

  • Social Workers

  • Day Spa Owners

Our Services

Income Tax Preparation

Preparing accurate and timely business and personal tax returns while ensuring compliance with all regulations. This service includes identifying deductions and credits to maximize tax savings.

Bookkeeping

Providing organized and up-to-date financial records, ensuring accuracy, and addressing backlog issues to streamline financial management.

Payroll

Managing payroll for small businesses, including processing employee payments, handling tax withholdings, and ensuring compliance with state and federal regulations.

Tax Planning

Developing customized tax plans to minimize liabilities and optimize financial outcomes, tailored to meet long-term business goals.

Outsourced Accounting

Providing comprehensive accounting solutions, including bookkeeping, payroll, financial reporting, tax planning, business and personal income tax preparation, to empower businesses to focus on growth.

Contact Us

What's Included in our Outsourced Accounting Model?

  • We'll clean up your books, establish a perfect chart of accounts and ensure you're setup correctly.

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  • We'll set you up on the best payroll, and either run it for you or equip your staff to do it.

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  • We’ll provide excellent bookkeeping every month, keeping you up to date and doing it to perfection.

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  • We'll pay in your taxes throughout the year according to the tax plan, which eliminates year end surprises. Never overpay or build up a huge tax bill.

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  • We'll provide monthly or quarterly reports and management dashboards for key performance indicators.

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  • We'll meet before year end to make major tax mitigation decisions around investments, purchases and strategy.

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  • We'll close out your books and perform high levels of year end reporting.

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  • We'll make year-end tax season a breeze since we've done all the bookkeeping, tax payments and tax plans.

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  • Provide an in-depth analysis of your taxes, financial situation and accounting system.

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  • We'll create a comprehensive tax reduction plan for the current year and the future.

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  • We'll prepare & file your business and personal taxes.

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  • We'll guide you to build tax efficient wealth & provide guidance on mitigating risks for you, your business & family.

“Accounting numbers, of course, 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, Berkshire Hathaway Letters to Shareholders, 2023

Get in Touch

Have questions about your taxes or bookkeeping? We're here to help! Whether you're a small business owner, solo entrepreneur, or creative professional, Morgan Tax and Business Solutions LLC is ready to simplify your finances and guide you to success.

Contact us today to schedule a consultation and take the stress out of managing your money!

Schedule a Consultation