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About Us

About Our Firm

For years, Karen's Tax and Financial Services has been providing quality, personalized tax and accounting services to local individuals and businesses. Karen Morgan, Enrolled Agent, deals on a day to day basis with tax strategies for individuals and small businesses.

Karen's Tax and Financial Services is one of the leading firms in and throughout the Sierra Foothills. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the attention they deserve. Our dedication to high standards and work ethic is the reason our client base returns year after year.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Karen's Tax and Financial Services is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the Placerville and Jackson business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around Placerville and Jackson. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Karen's Tax and Financial Services receive competent and timely advice.

Our Team

Karen Morgan, Enrolled Agent (530)626-1540