Jennifer L. Morse, EA, MST
CEO/Tax Strategist at Clayton, Morse and Associates, LLC- Claim this Profile
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Bio
Joseph Rosales
I met Jennifer about a year ago and was immediately impressed with her professional presence and knowledge of tax strategy. Since that time Jennifer has become a trusted advisor, friend and now our Accountant of Record. Having Jennifer and the team at Clayton Morse advise us on our tax strategies and tax returns has been very effective and easy. She has helped us understand some important new strategies and kept in touch with us throughout tax preparation process. Jennifer is a valued resource to our business team and a active member of our mastermind group here in Phoenix. I highly recommend Jennifer and the team at Clayton Morse if you are looking for an accounting firm that provides professional advisement, excellent service and outstanding results.
Samantha Hansen
Jennifer Morse at Clayton, Morse & Associates is amazing. She helped get all my financial information in order when I started my own business. She got me set up with Quick Books and taught me how to use it. She's always available when I have questions. And then she prepared my complicated taxes, something I wouldn't have been able to do myself or through a tax website. She's fantastic. I HIGHLY recommend her.
Robyn Giannini
Jennifer is the only tax professional I trust. She is thorough and has amazing morals. She won’t take short cuts or compromise her integrity. I’ve worked with others and I questioned their ethics, with Jennifer I’ve never felt that way. Not only is she an amazing professional but she’s a wonderful person as well. Trust me, you won’t regret having her on your side, I know I don’t!
Joseph Rosales
I met Jennifer about a year ago and was immediately impressed with her professional presence and knowledge of tax strategy. Since that time Jennifer has become a trusted advisor, friend and now our Accountant of Record. Having Jennifer and the team at Clayton Morse advise us on our tax strategies and tax returns has been very effective and easy. She has helped us understand some important new strategies and kept in touch with us throughout tax preparation process. Jennifer is a valued resource to our business team and a active member of our mastermind group here in Phoenix. I highly recommend Jennifer and the team at Clayton Morse if you are looking for an accounting firm that provides professional advisement, excellent service and outstanding results.
Samantha Hansen
Jennifer Morse at Clayton, Morse & Associates is amazing. She helped get all my financial information in order when I started my own business. She got me set up with Quick Books and taught me how to use it. She's always available when I have questions. And then she prepared my complicated taxes, something I wouldn't have been able to do myself or through a tax website. She's fantastic. I HIGHLY recommend her.
Robyn Giannini
Jennifer is the only tax professional I trust. She is thorough and has amazing morals. She won’t take short cuts or compromise her integrity. I’ve worked with others and I questioned their ethics, with Jennifer I’ve never felt that way. Not only is she an amazing professional but she’s a wonderful person as well. Trust me, you won’t regret having her on your side, I know I don’t!
Joseph Rosales
I met Jennifer about a year ago and was immediately impressed with her professional presence and knowledge of tax strategy. Since that time Jennifer has become a trusted advisor, friend and now our Accountant of Record. Having Jennifer and the team at Clayton Morse advise us on our tax strategies and tax returns has been very effective and easy. She has helped us understand some important new strategies and kept in touch with us throughout tax preparation process. Jennifer is a valued resource to our business team and a active member of our mastermind group here in Phoenix. I highly recommend Jennifer and the team at Clayton Morse if you are looking for an accounting firm that provides professional advisement, excellent service and outstanding results.
Samantha Hansen
Jennifer Morse at Clayton, Morse & Associates is amazing. She helped get all my financial information in order when I started my own business. She got me set up with Quick Books and taught me how to use it. She's always available when I have questions. And then she prepared my complicated taxes, something I wouldn't have been able to do myself or through a tax website. She's fantastic. I HIGHLY recommend her.
Robyn Giannini
Jennifer is the only tax professional I trust. She is thorough and has amazing morals. She won’t take short cuts or compromise her integrity. I’ve worked with others and I questioned their ethics, with Jennifer I’ve never felt that way. Not only is she an amazing professional but she’s a wonderful person as well. Trust me, you won’t regret having her on your side, I know I don’t!
Joseph Rosales
I met Jennifer about a year ago and was immediately impressed with her professional presence and knowledge of tax strategy. Since that time Jennifer has become a trusted advisor, friend and now our Accountant of Record. Having Jennifer and the team at Clayton Morse advise us on our tax strategies and tax returns has been very effective and easy. She has helped us understand some important new strategies and kept in touch with us throughout tax preparation process. Jennifer is a valued resource to our business team and a active member of our mastermind group here in Phoenix. I highly recommend Jennifer and the team at Clayton Morse if you are looking for an accounting firm that provides professional advisement, excellent service and outstanding results.
Samantha Hansen
Jennifer Morse at Clayton, Morse & Associates is amazing. She helped get all my financial information in order when I started my own business. She got me set up with Quick Books and taught me how to use it. She's always available when I have questions. And then she prepared my complicated taxes, something I wouldn't have been able to do myself or through a tax website. She's fantastic. I HIGHLY recommend her.
Robyn Giannini
Jennifer is the only tax professional I trust. She is thorough and has amazing morals. She won’t take short cuts or compromise her integrity. I’ve worked with others and I questioned their ethics, with Jennifer I’ve never felt that way. Not only is she an amazing professional but she’s a wonderful person as well. Trust me, you won’t regret having her on your side, I know I don’t!
Credentials
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Quickbooks Online Certified ProAdvisor
IntuitJan, 2016- Oct, 2024 -
Enrolled Agent
Internal Revenue ServiceMar, 1993- Oct, 2024
Experience
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Clayton, Morse and Associates, LLC
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United States
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Accounting
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1 - 100 Employee
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CEO/Tax Strategist
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Nov 2019 - Present
“Doing It Right The First Time”
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Managing Partner, Tax and Accounting
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Sep 2015 - Oct 2019
Doing it right the first time!
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SMEED CPA, INC.
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Accounting
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1 - 100 Employee
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Senior Associate, Tax and Accounting
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Dec 2014 - Jul 2015
Preparation or review of the majority of the Firm’s individual income tax returns during the 2015 tax season. Created a streamlined interview process in coordination with the front office staff, and conducted all new client interviews. Serviced the needs of several new business clients, from basic bookkeeping through income tax preparation. Preparation or review of the majority of the Firm’s individual income tax returns during the 2015 tax season. Created a streamlined interview process in coordination with the front office staff, and conducted all new client interviews. Serviced the needs of several new business clients, from basic bookkeeping through income tax preparation.
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Bauerle Lee & Associates LLP
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Accounting
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1 - 100 Employee
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Tax Manager
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Dec 2008 - Dec 2014
Tax senior responsible for a high volume of business and individual income tax returns for a well respected Los Gatos CPA firm catering to a high wealth clientele. Reviewed returns of tax staff and assisted with training on software and office procedures as needed. Tax senior responsible for a high volume of business and individual income tax returns for a well respected Los Gatos CPA firm catering to a high wealth clientele. Reviewed returns of tax staff and assisted with training on software and office procedures as needed.
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Nextpress
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Printing Services
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CFO/VP/Accounting
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Apr 1998 - Dec 2008
Converted from a cumbersome and expensive accounting system to a combination of software packages including Peachtree Accounting, Lacerte Taxation, and Microsoft Office, saving the company both time and money.Structured the sale of the business according to a relevant tax case, potentially resulting in the savings of thousands of dollars in corporate taxes. Converted from a cumbersome and expensive accounting system to a combination of software packages including Peachtree Accounting, Lacerte Taxation, and Microsoft Office, saving the company both time and money.Structured the sale of the business according to a relevant tax case, potentially resulting in the savings of thousands of dollars in corporate taxes.
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Partner
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1992 - 1998
Attracted and retained clients ranging from yacht clubs to non-profit organizations, attorneys to nationally recognized restaurant chains.Provided clients with accurate financial information to assist them in making important business decisions. Prepared all federal and state tax returns as a tax practitioner enrolled to practice before the Internal Revenue Service. Attracted and retained clients ranging from yacht clubs to non-profit organizations, attorneys to nationally recognized restaurant chains.Provided clients with accurate financial information to assist them in making important business decisions. Prepared all federal and state tax returns as a tax practitioner enrolled to practice before the Internal Revenue Service.
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Business Systems Processing, Inc
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United States
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Information Technology & Services
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Accountant
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1989 - 1992
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Education
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2009 - 2012
Golden Gate University
MS Taxation, Taxation and Accounting -
2003 - 2007
University of Phoenix
BS Business/Accounting, Accounting
Community
