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Lee Morgan Associates

Management Consulting

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Finance 

 

Advocating for creative communities and entrepreneurs since 2003

Headquartered in Rockville, Maryland with a satellite office in San Diego, California, Lee Morgan Associates represents commercial, individual, and creative clients on and between both coasts. Our firm specializes in all Tax Preparation matters, from the formation of an entity to the growth planning of a large corporation. Whether you’re a public figure, entrepreneur, corporation, or small business owner, we will not only preserved what you earn, but we’ll also help it thrive in the world. We bring extensive experience and professionalism to every client and customize our support to your individual needs and concerns.

Our accountants have been practicing for over a decade and have extensive experience as Virtual CFOs (chief financial officer) for our diverse clients. We’re on the pulse of modern technology and media, and have monitored the evolution of tax law to inform our own finance approaches—all to give you exceptional advice that will last for years to come.

Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.

 

Contact

➤ LOCATION

2001 Veirs Mills Road, Suite #653
Rockville, MD 20851

 info@leemorganassociates.com

☎ (410) 858-6434

 

Areas of Practice


Corporate finance

Corporate finance is the area of finance dealing with the sources of funding and the capital structure of corporations, the actions that managers take to increase the value of the firm to the shareholders, and the tools and analysis used to allocate financial resources.
With the consistent introduction of varying revenue streams and distribution channels, the opportunity for profit grows, but so does the complexity. That’s where we come in.


Real estate and property taxes

Demystifying tax law for real estate professionals is in itself a creative practice. It requires finesse, strategic structuring, and in many ways, empathy.  That’s why we advise planning and accurate bookkeeping before anticipating income tax liabilities.


TELEVISION, professional sports, & THEATRE

The way people work in entertainment is constantly in flux, so the tax laws must adapt quickly. We strive to anticipate these changes so you can focus more on creating the performance of a lifetime.  The team at Lee Morgan Associates has experience representing public figures. 


BUSINESS STRATEGY

The startup and small business marketplace is still a new and fierce frontier that requires financial advice from consultants who are deeply entrenched in the particularities of venture financing. Our firm gives you an holistic approach, so your company can get the best competitive advantage.  


DIGITAL MEDIA & TECHNOLOGY

The internet, software, and technology are so pervasive that we can’t remember having ever lived without them. They make our lives simpler, but behind the curtain are fluctuating challenges in protection and monetization—challenges that our company stays two steps ahead of.


Accounting and Tax

In partnership with Diego Tax we assist clients with business accounting and tax preparation. Tax law is a little intimidating for some clients. There’s a lot of potential, but the rules can seem convoluted and vague at best. Protecting your wealth and estate involves anticipating expenses to align with personal goals.  

 
 

 
 
We must all obey the great law of change. It is the most powerful law of nature.
— Edmund Burke
 
 

 
 
 

Let's Chat.

Use the form below to contact us regarding your financial or tax enquiry. Please be as detailed as possible. Include your industry along with any specific document requests. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.

For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to help serve our diverse clients.

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Please do not include confidential or sensitive information in your message. In the event that we are representing a party with opposing interests to your own, we may have a duty to disclose any information you provide to our client.