Morgan Zimbelman, EA

Morgan Zimbelman, EA

Morgan graduated in 2013 with a bachelor's degree in Accounting from the University of Northern Iowa. She attained her EA (Enrolled Agent) certification in 2016. As an EA with 10+ years of experience, she spends the majority of her time on corporate and individual tax returns, incorporations, and bookkeeping. Morgan is also a certified QuickBooks® ProAdvisor.

Switching Gears

After the rush of the individual tax season and plenty of work left to be done; now is the time to start switching gears towards thinking about 2018 fiscal year ends, pass-through entities and some of the big changes that…

A Taste of Taxes in Texas

In June, I had the opportunity to attend a three-day conference hosted by the National Restaurant Association for financial officers and tax executives in San Antonio, Texas. The first day of the conference focused on the restaurant industries trends and…