As a professional, it is always good to know your limitations and although many tasks can be handled by the everyday accountant, there has always been a grey area in the arena of tax law. This is why I am privileged to work with Morgan Maxwell. As a tax attorney, he has experience dealing with complicated tax situations whether it be interpreting the tax ramifications of a business arrangement or legal agreement. In addition, I am sure you may have seen the late night tax settlement commercials which promise the world- but you end up dealing with a person online or over the phone who you are supposed to trust at once with all your pertinent tax and social security information. In contrast, Morgan provides a real face to face perspective and will help you understand the consequences and duties of the tax settlement. For these reasons, as well as the fact that he is a great resource for me to bounce ideas off of, I would not hesitate to refer any of my “special needs” clients to Morgan for assistance in tax resolution.
M.B.
February 17, 2015