Professional Tax Planning and Preparation - Terry M. Morgan of Mastertax!

Mastertax has been in business since 1982 serving Bakersfield residents and businesses with income tax preparation, tax planning, and audit assistance. We provide electronic filing as well as completion of IRS and all 50 state tax returns. Terry Morgan is an Enrolled Agent (EA) with the IRS authorized to represent taxpayers before the IRS. Terry has a Masters in Taxation and an MBA as well as being a Certified Financial Planner and Chartered Life Underwriter. Our office is available all year round, not just during income tax season.

Mastertax
9910 Rosedale Highway
Suite B1
Bakersfield, CA 93312
(661) 397-7184

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Hours & Operations

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Mastertax

Tax Planning & Preparation

Terry Morgan specializes in income tax preparation, audit representation, financial planning services, and estate planning for individuals and small business owners. Why choose a professional tax return preparer?

* Loss of Employment
* Bankruptcies
* Foreclosures
* Divorce
* Starting a New Business
* Past Tax Bills
* IRS/State Tax Audits
* Years of Unfiled Tax Returns
* Passing of a Family Member
* Recent Move to California
* Retiring from Employment
* Tax Liens and Levies

These and many other life events come with serious tax consequences. Terry Morgan will guide you through a ful range of tax planning and preparation options that will minimize your tax liabilities and fulfill your responsibilities with an ever increasing set of state and federal tax laws. Terry Morgan is fully licensed to represent taxpayers before the IRS and state audits.

Visit: www.TerryMorganTax.com

Professional Designations

Terry M. Morgan has a Masters of Science in Taxation and a Masters in Business Administration and holds these professional designations:

Certified Financial Planner (CFP)
CFP is a designation offered by the Certified Financial Planner Board of Standards for individuals who offer financial planning services.

Chartered Life Underwriter (CLU)
CLU is governed by The American College and is offered to insurance agents who specialize in life insurance for business and estate planning purposes.

Enrolled Agent (EA)
EA is a designation offered by the US Treasury Department for tax professionals to represent taxpayers before the IRS in matters regarding tax preparation, audits, collections and appeals.

Certified in Long Term Care (CLTC)
CLTC is a designation focused on the planning for long term care of middle aged clients.

Visit: www.TerryMorganTax.com

Find us in: Bakersfield, CA