Becky Morgan serves as the Tax Practice Leader, Tax Director, and Partner at Creative Planning Business Services, where she leverages her extensive expertise in income tax, tax advisory, and tax preparation to deliver exceptional financial solutions to clients. With a strong foundation in mathematics from...
Becky Morgan serves as the Tax Practice Leader, Tax Director, and Partner at Creative Planning Business Services, where she leverages her extensive expertise in income tax, tax advisory, and tax preparation to deliver exceptional financial solutions to clients. With a strong foundation in mathematics from Coe College and a diverse background that includes teaching high school math, Becky has cultivated a unique skill set that combines analytical prowess with a passion for education and mentorship.
At Creative Planning, Becky is instrumental in leading key projects that focus on optimizing tax strategies for individuals and businesses alike. Her role involves not only overseeing tax preparation and compliance but also providing strategic tax advisory services that help clients navigate complex tax regulations and maximize their financial outcomes. Collaborating closely with BerganKDV, the independent CPA firm, Becky ensures that clients receive comprehensive audit and assurance services, enhancing the overall financial health of their businesses.
Becky's expertise extends beyond traditional tax services; she is adept at budgeting, accounts receivable, payroll, and bookkeeping. Her holistic approach to financial management allows her to develop tailored solutions that address the unique needs of each client. As a leader in the industry, Becky is committed to staying abreast of the latest tax legislation and trends, ensuring that her clients benefit from innovative strategies that drive growth and sustainability. Through her dedication and leadership, Becky Morgan continues to make a significant impact in the field of tax and financial services, empowering clients to achieve their financial goals with confidence.
