Lisa Morgan, CPA

About Lisa Morgan, CPA

Lisa Morgan, CPA is a Certified Public Accountant serving clients in New Bedford, Massachusetts and the surrounding region. With 37 years of professional experience, the firm of Morgan CPA Group handles a focused range of federal and state tax matters for individuals, families, and small businesses.

As a Certified Public Accountant licensed by the Massachusetts Board of Accountancy, Lisa Morgan, CPA is authorized to prepare federal returns, e-file with the IRS, and assist clients with year-round tax planning. This credential also conveys unlimited representation rights before the IRS, meaning the preparer can advocate on a client’s behalf in audits, collection cases, and appeals.

Specialties

• Individual returns (Form 1040)
• Energy efficiency credits
• Innocent spouse relief
• Trust accounting
• Gift tax returns (Form 709)
• Restaurant industry accounting

Service area

Primary office in New Bedford, MA (ZIP 02578). Federal returns can be prepared for clients anywhere in the United States; state-specific work focuses on Massachusetts. Virtual consultations are offered for clients outside the immediate New Bedford metro area.

How to verify this preparer

Every preparer listed on TaxPrepFinder can be cross-checked against the IRS Return Preparer Office public directory using the PTIN shown above. The IRS provides a free Directory of Federal Tax Return Preparers with Credentials and Select Qualifications at irs.treasury.gov/rpo/rpo.jsf. Search by last name, ZIP code, or credential to confirm an active filing-season status.

For CPAs, the Massachusetts Board of Accountancy maintains a public license-lookup tool. For tax attorneys, the Massachusetts State Bar offers a similar member-search facility. Confirming credentials directly with the issuing authority is always recommended before engaging any preparer for a complex matter.