Morling & Company

Business Details

Trusted Tax and Accounting Services in Novato

Morling & Company & Company is a California-based accounting firm dedicated to delivering professional, experienced, and affordable tax and financial services. Our commitment to professionalism, responsiveness, and quality drives our ability to provide personalized solutions for both individuals and businesses. With expertise in tax preparation, financial planning, and IRS problem resolution, we ensure clients maximize deductions, maintain compliance, and achieve long-term financial stability.

Our team prioritizes close client relationships, offering tailored guidance to navigate complex tax laws and address unique financial needs. For over two decades, we have built a reputation as a trusted advisor, helping clients optimize their financial well-being through strategic planning and comprehensive service offerings.

Services

Personal Financial Planning Retirement Planning Estate Planning Small Business Bookkeeping Tax Preparation Tax Relief Services IRS Audit Representation Payroll Tax Management Business Formation Tax Planning

Highlights and features

We offer over 20 years of experience in tax and financial services tailored to individuals and small businesses.
Our team provides personalized attention and strategic planning to maximize tax savings and compliance.
We specialize in resolving complex IRS issues with discreet, efficient representation.
Our services include comprehensive bookkeeping, estate planning, and retirement strategies under one roof.
Clients benefit from our local expertise in Novato, Larkspur, and Orinda, CA.

What people say

Professional and responsive Quality service Leading firm Close personal attention

Website

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Services

Tax Preparation

Morling & Company & Company provides accurate and comprehensive tax preparation for individuals and businesses. Our professionals ensure compliance with evolving tax laws while maximizing deductions and credits. Clients benefit from personalized guidance to navigate complex returns and avoid common pitfalls associated with DIY software.

Tax Relief

We specialize in resolving IRS issues including audits, levies, liens, and wage garnishments. Our team negotiates payment plans, offers in compromise, and innocent spouse relief with discretion and efficiency. Clients receive strategic support to minimize penalties and restore financial stability.

Bookkeeping Services

Our bookkeeping services ensure businesses maintain organized financial records for informed decision-making. We manage accounts payable, receivable, payroll, and financial statements tailored to industry-specific needs. This foundational service supports tax compliance, audits, and long-term business growth.

Retirement Planning

We help clients develop retirement strategies aligned with their financial goals. Services include tax-efficient savings plans, investment guidance, and risk management. Proactive planning ensures clients maximize retirement accounts while minimizing tax liabilities during pre- and post-retirement phases.

Estate Planning

Our estate planning services address asset distribution, trust management, and tax implications. We assist clients in creating wills, trusts, and advanced directives to streamline probate and protect beneficiaries. The goal is to ensure legacy preservation and family financial security.

Questions

What tax services do you offer for individuals?

We provide personal tax preparation, retirement planning, estate planning, and tax relief for individuals. Our services ensure compliance and optimize deductions.

Can you help with IRS tax problems?

Yes, we specialize in resolving IRS audits, liens, levies, and payment plans. Our team offers discreet representation to minimize penalties.

Do you serve businesses only in Novato?

While based in Novato, we serve clients throughout Marin County, including Larkspur and Orinda, CA, with bookkeeping and business tax services.

What distinguishes your financial planning services?

Our approach combines personalized guidance with strategic tax planning to optimize wealth management for long-term individual and business success.

Reviews (7)

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Rosemarie G.

Oct 15, 2021 Report

I have been a client for almost 15 years. They help with documentation and explanations regarding my taxes and all of my financials. Fast response and friendly. I work with Richard Limmer and his team.

M. S.

Oct 09, 2019 Report

I have been with Morling and Company for over 5 years. They have increased the cost of doing my taxes by 40% over the years with no change in the complexity in my taxes. When I called to ask for justification for the rise in cost, I was made to feel like an undervalued customer because I was not in their price point followed by a farewell and best of luck in finding a new tax service company. I regret staying with them as long as I have and really have no faith that Morling cares about their customers which is especially concerning since the advice I have received around tax preparation has always

Mohammad G.

Dec 28, 2018 Report

John San Agustin is my CPA and much more. Best thing I ever did for my business was hire John. He is a pro and VERY gracious and patient with control freaks like me who don't know much but want to learn EVERYTHING. I can't recommend John enough.

Katherine H.

Sep 21, 2018 Report

I am in the real estate industry and have been using Lou Battilana for over 20 years. He has saved me thousands and has a wealth of knowledge of real estate accounting and investment property exchanges. He always looks for ways to save me money and add to my bottom line. Everyone at the company is very professional, knowledgeable and efficient during the return filing process! Highly recommended!

Mark A.

Nov 03, 2017 Report

I am a small business owner and amateur tax procrastinator. Before I started using Morling & Company a few years ago, I loathed everything about filing my yearly taxes and would almost rather have a root canal, if it would get me out of having to do my yearly taxes. My Dad, a very successful person with a complex tax situation, referred me to his accountant, Lou Battilana of Morling & Company. When I initially hired Morling & Company, Lou Battilana personally met with me and did my tax returns. He was awesome, focused and fast, while still finding all the deductions I was legally

Liz T.

Jan 10, 2017 Report

My accountant is Jason Mendoza with Morling & Company. I am, let's just say, a financially thriving "art major" with a fear and loathing for financially based paperwork, planning, taxes and anything IRS related. He makes everything OK in my world and is funny and kind to boot. He is prompt to answer my calls and emails and untangles my imagined hairballs - every time. Jason comes through under pressure like few I've ever seen. Thank you Jason:)

Scott E.

Oct 15, 2015 Report

I have worked with Lou Battilana for over 15 years and have always had an excellent experience. Lou has become a trusted adviser and each year we talk about opportunities, financial planning, real estate, family, investments and other various potential directions. This year both he and his assistant Jason Mendoza came through with a last minute filing just under the 10/15 deadline with only 48 hours notice. These guys made it happen with ease and a professional and pleasant demeanor despite my obvious procrastination and last-minute fire-drill. Thanks again Lou and Jason!