Morgan Waldeier, CPA
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Morgan 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. Additionally, 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