Business Details
Your Trusted Partner for Tax Solutions in Novato, CA
Morling & Company & Company has built a reputation for delivering exceptional tax and financial services rooted in professionalism, responsiveness, and quality. Our firm specializes in tax preparation, planning, and relief for individuals and businesses, helping clients navigate complex tax laws with confidence. With decades of combined experience, we provide personalized financial planning, retirement strategies, and estate planning solutions tailored to each client's unique needs. Our team is dedicated to resolving tax problems, including IRS audits, liens, and back taxes, while ensuring compliance with evolving regulations.Clients trust us for our affordability, expertise, and commitment to simplifying the tax process. We serve small businesses through bookkeeping, payroll management, and new business formation support. Our mission is to maximize client savings through strategic tax planning while minimizing liabilities. With offices in Novato, Larkspur, and Orinda, we offer accessible, localized service backed by industry-specific knowledge. Our success is measured by our clients' financial well-being and long-term trust in our advisory role.
Services
Tax Preparation
Retirement Planning
Estate Planning
Bookkeeping Services
Tax Relief
IRS Audit Representation
New Business Formation
Highlights and features
- We offer personalized tax strategies developed by experienced professionals.
- Our team specializes in resolving complex IRS compliance and audit issues.
- We provide comprehensive financial planning for retirement and estate management.
- Our small business services include bookkeeping and tax-efficient business formation.
- We guarantee responsive service with direct access to tax experts.
What people say
Professional and responsive
Leading firm in the area
Close personal attention
Quality service
Services
Tax Preparation
Our tax preparation service ensures accurate filing for individuals and businesses. We handle complex returns while identifying deductions to minimize liabilities. Our experts stay current with changing regulations to guarantee compliance. Clients receive clear explanations of their returns and potential tax-saving opportunities.
IRS Audit Representation
We provide expert representation during IRS audits. Our team handles communication, documentation submission, and negotiation with tax authorities. This service includes preparing responses to IRS inquiries and ensuring proper tax code interpretation to protect client interests.
Estate Planning
Our estate planning service creates comprehensive strategies for asset distribution. We help clients establish trusts, wills, and gifting plans while addressing tax implications. The process includes reviewing beneficiary designations and coordinating with legal advisors to implement effective succession plans.
Bookkeeping Services
We maintain accurate financial records for small businesses. This includes accounts payable/receivable management, payroll processing, and financial statement preparation. Our system ensures real-time visibility into business finances while simplifying tax preparation and regulatory compliance.
Tax Relief
Our tax relief service addresses back taxes, payment plans, and penalty abatement. We negotiate with the IRS to reduce liabilities through offers in compromise or installment agreements. The process begins with a detailed analysis of the client's tax debt situation to determine optimal resolution strategies.
Questions
What tax services do you offer for individuals?
We provide tax preparation, retirement planning, estate planning, and IRS audit representation for individuals.
Do you handle business tax requirements?
Yes, we offer bookkeeping, payroll tax management, and business formation services for small businesses.
Can you help with IRS tax debt problems?
We specialize in resolving IRS liens, levies, back taxes, and payment plan negotiations.
Are your tax planning services cost-effective?
Our tax planning focuses on maximizing deductions while maintaining compliance with current regulations.
How can I schedule a consultation?
Contact us via phone or our website contact form to arrange a free initial consultation.
