Hi, I’m Morgan! Numbers have always made sense to me (unlike trying to fold a fitted sheet — still haven’t cracked that code). I graduated from Point Loma Nazarene University with a degree in Business Administration, Accounting, and I’ve been working in the tax and accounting world ever since.

I started out in public accounting, but found my real passion in pairing number-crunching with people skill — making taxes and bookkeeping feel less intimidating. That led me into private practice services, where I had the privilege of guiding therapists through their tax and bookkeeping needs. From there, I grew into a leadership role, managing an extended bookkeeping team in the Philippines.

What I’ve discovered along the way is this: I love taking the overwhelming, jargon-filled world of taxes and turning it into something clear and empowering. My favorite moments are when clients go from stressed and confused to saying, “Oh, that actually makes sense!”

Outside of spreadsheets and tax codes, you’ll usually find me with my nose in a book—and no, not the bookkeeping kind, but an actual novel. I love a good story just as much as I love a well-balanced ledger. When I’m not reading, you’ll probably catch me at the beach or spending time with my wonderful husband — who just so happens to be a CPA himself.

I’m genuinely excited to come alongside you!