Stephanie Morgan
Senior Associate
Stephanie Morgan is a tax professional with more than 22 years of accounting and tax experience. Her background includes 15 years in corporate tax, service as an auditor for the State of Ohio, and public accounting experience since 2018. She holds a Bachelor’s Degree in Accounting from Franklin University and a Master’s Degree in Accounting and Taxation.
Stephanie specializes in tax compliance, planning, and consulting for individuals, partnerships, corporations, trusts, estates, and nonprofit organizations. She is known for her responsive, client-focused approach and enjoys helping clients navigate complex tax matters while building long-term relationships based on trust and communication.
Outside of work, Stephanie enjoys home décor and DIY projects. She and her husband have been married for nearly 20 years and have three children. Stephanie is a Chicago Bears fan and she also enjoys Chili’s famous fajita skillets. She brings her passion for teaching into her work by helping clients better understand their financial and tax decisions.