About Neil S. Morgan
As a CPA & CFP, I provide personalized accounting, tax, financial and investment services to businesses, families and individuals. I provide full accounting, tax planning and preparation services for businesses, individuals, estates, trusts and retirement plans as a CPA. As a CFP, licensed in insurance and securities, I provide planning for risk management & insurance, investments, portfolio design & asset allocation, education, retirement, estate creation & preservation, and budgeting, as well as other specialized ares. All initial consultations are without cost or obligation. My goal is to build a solid relationship based on trust, respect, service and professionalism, and most importantly, peace of mind.
Accountant Details
Education and Degrees
BS, AAS
Languages Spoken
Neil Morgan provides accounting services to clients in the following language(s):
- English
Specialties and Skills:
Contact the accountant directly to find out about learn more about their skills and specialties, since not all may be listed. All CPAs, including Neil Morgan, have at the minimum an undergraduate degree in accounting verified by the state board of accountancy, and have passed a rigorous national exam. All certified public accountants must also adhere to mandated continuing education requirements, set by the state in which they are licensed.
- Basic Accounting Services
Industry Specialties
- No Industry Specialties
Professional Memberships
AICPA, NYSSCPA, FPA
Contact Information
Address:
Neil Morgan15 Country Greens Drive
Bellport, NY 11713
Phone Number:
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Fax Number:
631-286-2441
Website:
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