About Jayson

Jayson Morgan is a Tax & Business Services Partner in Costa Mesa, California and serves as partner-in-charge of the Firm’s National Service Offering Specialty Groups. He is also the leader of the Firm’s National Business Enterprise Tax Services Group (for private entities). Mr. Morgan has over 25 years of experience serving business and individual clients with respect to strategic business planning, transactional assistance, entrepreneurial issues, tax planning and tax compliance. Mr. Morgan is passionate about private businesses and their owners. He has spoken frequently to both internal groups (national and local presentations), and external organizations (Real Estate Conference, Banking Symposium, and Insurance Groups) on business, tax, and planning for private businesses.

Prior to joining Marcum, Mr. Morgan was a Founding Partner of the California firm WilsonMorgan LLP, and served as the Firm’s Managing Partner. WilsonMorgan LLP merged with Marcum LLP in July, 2013. Mr. Morgan also has experience from a Big Four accounting firm.

Mr. Morgan is a CPA licensed in the State of California, and holds the CGMA (Chartered Global Management Accountant) designation from the AICPA. Mr. Morgan is also a Life Insurance Agent licensed in the State of California.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA), CGMA designation, Member
  • California Society of Certified Public Accountants (CalCPA), Member
  • Regional Board Member, Marcum Foundation
  • Founding Member, Center for Investment & Wealth Management, UC Irvine / Paul Merage School of Business

Expertise

Business Planning
Succession Planning
Mergers & Acquisitions
Tax Compliance

Industry Focus

Manufacturing
Distribution
Professional Services
Software & Technology
High-Net-Worth Individuals
Real Estate
Construction
Cannabis Industry

Education

Bachelor of Science in Accounting
California State Polytechnic University Pomona

Masters in Business Taxation
University of Southern California