Morgan Waldeier, CPA


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Morgan is a stockholder in the firm and has over 14 years of experience providing tax, audit, and advisory services to individuals, corporations, partnerships, trusts, and estates. Her areas of focus include individual, corporate, and partnership planning and taxation, as well as trust and estate planning and taxation. Morgan also has experience conducting audits of businesses and not-for-profits, and preparing financial statements, compilations, and reviews. She maintains active memberships with the Iowa Society of Certified Public Accountants and the American Institute of Certified Public Accountants.  Morgan serves as a Mt. Ayr Chamber of Commerce representative. Overall, Morgan is dedicated to providing top-notch financial guidance and services to her clients.

 

Education 

B.S. in Business, Iowa State University

Master of Accountancy, University of Phoenix

Licenses & Memberships

Iowa Society of Certified Public Accountants

American Institute of Certified Public Accountants

Mt. Ayr Chamber of Commerce Board Member

Ringgold County Community Development Board Member

Interests & Hobbies

Spending time with family and friends

Spending time on the farm

Traveling