
Family Legacy Financial Solutions
Comprehensive financial planning built around family goals
Full-service accounting and tax preparation for individuals and businesses215 East Chatham Street, Suite 210, Cary, NC
HB Morgan is a full-service accounting firm with CPAs and tax preparers who handle individual and business taxes, bookkeeping, payroll and QuickBooks setup and training. The firm also works on tax problems such as IRS audit representation, back taxes owed, IRS payment plans and offers in compromise, and it helps with personal financial planning and estate planning.
The firm is licensed in North Carolina and serves individuals, executives, independent professionals and businesses across various entity types. Bank financing is available for businesses. HB Morgan has offices in Cary, Wendell, Fuquay-Varina and Pinehurst, and the Cary office is at East Chatham Street. Consultations are scheduled by phone or email, and the team meets clients in person as well.

Comprehensive financial planning built around family goals


Goals-based financial planning and long-term coaching

Roth conversion planning and managed retirement income
Listing your business here is free. Featured is $49 a month: