Alan King, President of HB Morgan, is a licensed Certified Public Accountant in the state of North Carolina (License #18424) He holds a Bachelors degree in Accounting from The University of Tennessee and a Masters of Taxation from The University of Denver.
Alan spent 31 years with PricewaterhouseCoopers LLP, primarily in their Private Company Services business. He was a partner for over 20 years with PwC.
Merri Lynne Morgan formed Morgan’s Accounting and Tax Services nearly 35 years ago in Wendell, NC. She has been providing accounting and tax services every since to a large number of very loyal clients. Merri Lynne holds an Enrolled Agent Certification with the IRS.
Merri Lynne Morgan holds a Bachelors degree in Accounting from North Carolina State University.
Our staff consists of top notch professionals dedicated to serving our clients’ Tax, Accounting, and Business Advisory needs. Our firm focuses on you, the clients. Quite simply, your needs become our needs. We treat your business like it’s our own. You can expect to reach us easily by phone or email. If you miss us, we will always get back to you promptly. Exceptional client service is always our #1 goal.
Our pledge to our clients:
- To genuinely care about you and your business
- To promptly return phone calls
- To timely and efficiently perform the “have to do’s” (reports, returns, etc.)
- To bring value-added advice and ideas
- To stay in touch
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The following is a sampling of the types of industries we serve:
- Professionals (MD’s, attorneys, and Dental practices)
- Retail businesses (restaurants, furniture, retail, etc.)
- Wholesale distribution companies
- Auto dealers
- Real estate development and leasing