Morrow & Co.

What Morrow & Co. does

Morrow & Co. LLC is a Wichita, Kansas-based certified public accounting firm founded in 1988, providing traditional tax, accounting, and auditing services. The firm serves five distinct client segments — individuals, small-to-medium businesses, nonprofits, labor unions, and expatriate clients — across twelve practice areas that include tax preparation, audit/accounting/reviews/compilations, payroll, bookkeeping, audit representation, litigation support, budgeting, expatriate tax, financial planning, business consulting, and a Beneficial Ownership Information (BOI) filing service aligned with the federal Corporate Transparency Act.

The firm's technology stack is conventional CPA practice infrastructure: a ShareFile-based client portal for secure document exchange, standard third-party accounting/tax software platforms, and an active blog/newsletter content channel with archives dating back to 2007. There is no proprietary technology, no AI/ML capability, and no disclosed data assets. The firm is a privately held LLC, has 11-50 employees, operates from a single Wichita office (relocated in 2023 to larger space), and has no parent organization, no external funding, and no disclosed M&A activity.

The business model is engagement-based professional services billing. Go-to-market is sales-led, relying on referrals, direct client engagement, and long-tenured local reputation rather than a structured demand-generation function. Revenue is generated through fee-for-service arrangements across tax, audit, advisory, compliance, and litigation support work, with structural seasonality concentrated in the U.S. tax filing cycle.

Name

Morrow & Co.

Legal name

Morrow & Co. LLC

Website

https://morrowco.cpa

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

11–50 employees

Short description

Morrow & Co. LLC is a Wichita, Kansas-based CPA firm founded in 1988 offering tax preparation, auditing, bookkeeping, payroll, BOI filing, and litigation support services to individuals, small-to-medium businesses, nonprofits, labor unions, and expatriate clients.

Ownership category

akta.pro rank

Product category

Accounting and Tax Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

akta.pro primary industry

Tax-Aware Retirement & Estate Coordination (FSAEABAJ)

Keywords

• Tax preparation services
• Accounting and auditing
• Payroll processing
• Bookkeeping services
• CPA firm services

Headquarters

HQ city

Wichita

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Preparation Services: Professional preparation of Federal and State Income Tax returns for individuals and businesses, including electronic filing capabilities
2. Audit & Accounting Services: Highest level of assurance CPA services including audits, reviews, and compilations of financial statements
3. Payroll Processing: Complete payroll processing services including tax calculations, direct deposit, and quarter/year-end reporting
4. Bookkeeping Services: Ongoing bookkeeping assistance including check keying, bank reconciliations, and sales tax preparation
5. IRS & State Tax Audit Representation: Representation services during audits of income tax, sales tax, and payroll tax returns (separate from regular preparation)
6. Litigation Support: Expert witness reports, financial document review, and research for cases involving accounting, audit, tax, or business disputes
7. Budgeting and Projections: Cash flow and budgeting services to help clients plan for tax payments, loan applications, and profitability analysis

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Morrow & Co. LLC is a CPA firm providing tax preparation, accounting, auditing, payroll, bookkeeping, IRS audit representation, budgeting, and litigation support services to individuals and businesses. The firm delivers these professional services directly through its Wichita, Kansas office using industry-standard accounting software and a secure ShareFile client portal.

Product overview

Morrow & Co. is a full-service CPA firm offering a comprehensive suite of accounting, tax, and advisory services. The firm's portfolio consists of twelve core professional service offerings: Income Tax Preparation (federal, state, and out-of-state returns with electronic filing), Audit & Accounting (highest assurance level financial statement audits), Review (limited assurance analytical procedures), Compilation (management representation financial statements), Bookkeeping (general ledger, reconciliations, and tax reporting), Payroll Processing (comprehensive payroll services with multiple submission options), Accounting Software Support (QuickBooks, Quicken, Peachtree), IRS & State Tax Audit Representation, Budgeting and Projections, Specific Forms and Processing (comprehensive tax form preparation), Expatriate Tax Services (foreign income and housing exclusions), and Litigation Support (expert reports and financial document review). The services are tailored to individual and business client needs across industries including agricultural cooperatives, employee benefit plans, construction, nonprofits, retail, wholesale, and machine shops.

Differentiator

Problem solved

Functional benefit

Products and services

• Income Tax Preparation Professional preparation of Federal and State Income Tax returns for individuals, partnerships, S-Corps, C-Corps, trusts, estates, and nonprofits with electronic filing capabilities, plus year-round staff support for client questions.
• Audit & Accounting Highest level of financial statement assurance provided by the CPA firm, placing an opinion that financial statements present fairly the financial position of a company; includes quality reviews every three years by an external CPA firm.
• Review An analytical review service providing limited assurance that financial statements are free of material misstatements and presented in conformity with Generally Accepted Accounting Principles or another Comprehensive Basis of Accounting.
• Compilation The lowest level of financial statement assurance where the firm places no opinion on accuracy but provides financial statements representing management's information, frequently used by business owners, bankers, insurance agents, and attorneys.
• Bookkeeping Ongoing bookkeeping assistance including check keying for general ledger creation, bank reconciliations, after-the-fact payroll tax reporting, and sales and excise tax preparation, tailored to small businesses in Wichita and surrounding areas.
• Payroll Processing Full-service payroll processing handling Sec.125 cafeteria plans, 401(k) plans, SIMPLE plans, garnishments, and tipped employees; payroll submission available via online, fax, phone, email, or client software with 24-hour turnaround available.
• Accounting Software Support Support for small business accounting software including QuickBooks, Quicken, and Peachtree, ranging from software selection and installation to ongoing support.
• IRS & State Tax Audit Representation Representation services for taxpayers during audits of income tax returns, sales tax returns, and payroll tax returns; explicitly noted as not included in regular tax preparation fees.
• Budgeting and Projections Expert cash flow and budgeting services to help clients plan for income tax payments, loan applications, profitability planning, or transaction impact analysis.
• Specific Forms and Processing Preparation of various tax forms including Annual Returns (1040, 1041, 1065, 1120S, 1120, 990-C, 990, 5500, LM-2, Kansas Annual Reports, Out-of-State returns), Payroll Tax and Information Returns (941, 940, KW-5, KCNS-100, W-2, W-3, KW-3, 1099 series, 1096, Sales & Excise Tax Returns), and Other forms (Personal Property Tax Returns, Applications for Tax Exemption).
• Expatriate Tax Services Tax services for U.S. citizens or resident aliens living abroad, helping clients comply with worldwide income tax filing requirements and claim benefits such as foreign earned income exclusion and housing exclusions.
• Litigation Support Financial and accounting expertise throughout the litigation process, including written expert reports, review of financial documents, and research on issues for cases involving accounting, audit, tax, or business disputes.

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Market position

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/MorrowCoLLCCPAs

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Morrow & Co.