A tax practice built on clarity.
While studying at Utah Valley University and working at various tax firms, Ewan pursued and obtained the highest designation the IRS has to offer: the Enrolled Agent license. At the time, he became one of the youngest individuals ever authorized to represent taxpayers before the IRS.
After graduating with a B.S. in Personal Financial Planning, Ewan took his specialized combination of knowledge in both financial planning and tax to start Morkel Financial, where he provides personalized, white-glove tax services to individuals and small businesses.
"The right tax firm doesn't take your information, file your return, and say 'see you next year.' The right tax firm is deliberate in educating their clients on where the numbers come from and how they can effectively mitigate their tax liability going forward."
Three principles.
Education Over Mystery
You'll understand why your return looks the way it does, not just what you owe. Every figure has a story, and you deserve to hear it.
Strategy Over Compliance
Filing is the floor, not the ceiling. We look ahead: entity structure, withholding, equity exercises, retirement contributions. April shouldn't surprise anyone.
Relationships Over Volume
We'd rather serve a small number of clients deeply than process thousands shallowly. That's a deliberate choice, and a permanent one.