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Jayson Morgan CPA*

Partner - Tax & Business
Three Men Standing
 
1920 Main Street
Suite 950
Irvine, CA 92614

949.236.5640
jayson.morgan@marcumllp.com
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*Licensed by the State of California

Jayson Morgan is a Partner in the Firm's Irvine office. Mr. Morgan has over 20 years of experience serving business and individual clients. He serves his clients with respect to strategic business planning, transactional assistance, entrepreneurial issues, tax planning and compliance.

Prior to joining Marcum, Mr. Morgan was a Founding Partner of WilsonMorgan LLP, based in Irvine. WilsonMorgan LLP merged with Marcum LLP in July, 2013. Mr. Morgan also has experience from a Big Four accounting firm.

Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • Member, Center for Investment & Wealth Management, UC Irvine, The Paul Merage School of Business
Subject Matter Expertise

Business Planning
Succession Planning
Mergers & Acquisitions
Tax Compliance

Practice Focus

Manufacturing
Distribution
Professional Services
Software & Technology
High-Net-Worth Individuals

Education

Bachelor of Science in Accounting
California State Polytechnic University Pomona

Masters in Business Taxation
University of Southern California

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