Forrester | Morgan, PLLC

Accountant · 1400 Preston Road, Ste 400, Plano, Texas

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About us

If you're looking for a Premier Dallas area CPA firm that delivers personal service and a friendly atmosphere.

We specialize in tax planning, preparation, and advisory services for small and medium-sized businesses, entrepreneurs, professional service organizations and individuals. We help you make informed business and financial decisions. We put your interests first. At Forrester | Morgan, PLLC, we work with you one on one, so you are able to bring your concerns directly to us. We strive to be the only one point of contact you need. We take time to talk with you, learn about your industry or profession and address the questions or concerns you may have.

Affiliations

American Institute of CPAs

Meet the team

Forrester | Morgan, PLLC advisors: 5 - Xero certifications: 2

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Phillip Morgan

CPA

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

I work with clients on establishing fair market values for their entities, determining reasonable compensations, and training a company’s existing staff to become more efficient and profit driven.

Forrester | Morgan, PLLC: Bank experience

Clients of Forrester | Morgan, PLLC connect to a range of banks via Xero. Forrester | Morgan, PLLC specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

American Express (US)
Chase Bank (US)

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Forrester | Morgan, PLLC: Industry experience

Forrester | Morgan, PLLC works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Construction and trades
Retail

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Find us

Forrester | Morgan, PLLC has an office in 1 location

Plano: 1400 Preston Road, Ste 400, Plano, 75093, Texas; +972 380-4900

New to Xero? Forrester | Morgan, PLLC can help

Xero is beautiful online accounting software for smaller businesses. Forrester | Morgan, PLLC can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Partner since 2018

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.