Cunningham, Malone & Morton

Tax and accounting help for households and small firms

Cunningham, Malone & Morton is a US accounting and tax practice that serves individuals, families and small businesses. Its website opens with an offer of a free tax organizer to help new clients begin a return properly, and it keeps a prominent route for people who are in trouble with the IRS.

Preparing returns and planning ahead

Tax preparation is the core service. The firm argues that preparing your own return often leaves more questions than answers, and offers to handle it instead. It goes further than compliance, saying it proactively recommends strategies that reduce what a client owes within the law, and describes tax planning as the way to lower liability legitimately. For people who owe back taxes or face a dispute, a separate help page for troubled taxpayers explains how it can assist, with a link for retrieving a client's IRS file.

Books for small business owners

Small business owners can hand the bookkeeping over. The firm's reasoning is that an owner has better things to do than keep accounts, so it takes over the books and lets the owner return to running the business. It works with QuickBooks, and its client portal is set up to receive very large QuickBooks files.

Personal, estate and elder financial care

The practice also offers personal financial planning, with one-on-one guidance and a comprehensive plan intended to manage risk, improve performance and protect wealth over time. Estate planning is described as a topic that becomes complicated and costly when handled alone, touching state taxes, probate, heirs, life insurance, retirement accounts, burial arrangements and end-of-life treatment wishes. An elder care service helps families when an older relative finds day-to-day tasks such as balancing a checkbook and paying household bills harder to manage.

Secure portal and file exchange

Clients get a password-protected portal for storing and retrieving financial documents from anywhere, including tax returns, work papers and accounting data. It is also used to exchange working documents and scanned receipts. A SecureSend page lets anyone deliver a file directly to a chosen member of the firm, who is notified when the upload completes. The firm also uses NetClient CS, a system for downloading finished documents and exchanging files at any hour, which it likens to online banking in ease of use. Clients can also make payments through the site.

Cunningham, Malone & Morton is an accounting and tax practice for individuals, families and small firms. Clients can exchange files and view tax returns through a secure online portal, and the practice also helps people facing IRS problems.

What Cunningham, Malone & Morton offers

• Tax preparation: income tax returns, with a tax organiser to gather records.
• Tax planning: advice aimed at lawfully cutting tax bills.
• Small business accounting: bookkeeping done for owners who would rather not keep their own books.
• Personal financial planning: one-to-one planning to manage risk and protect wealth.
• Estate planning and elder care: estate matters and help for older relatives with bills and daily finances.
• Troubled taxpayer help: obtaining IRS files and resolving tax disputes.

Who it serves

It serves individuals, families with elderly relatives and small business owners.