Matt Morgan, Tax Incentives  at CFO Services, a trg company

Matt Morgan

Tax Incentives at CFO Services, a trg company | Omaha, Nebraska, United States

Profile last verified August 2026
Accounting Verified Profile Omaha, Nebraska, United States Kaplan University
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Matt Morgan Socials
Matt Morgan Work Experience

Tax Incentives at CFO Services, a trg company in April 2021 - Present

Compliance/Internal Auditor at BQ & Associates in August 2020 - February 2023

Compliance Analyst at Nebraska Department of Revenue in May 2006 - June 2020

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Store Reporting Clerk at Pamida Corporate in July 2002 - May 2005

New Business Specialist at Westport Benefits LLC in October 1999 - July 2002

Matt Morgan Education

Kaplan University, Bachelor's degree, January 2006 to January 2007

Nebraska College of Business, Associate's degree, January 1997 to January 1999

Nebraska College of Business, Associate's degree, January 1997 to January 1999

Matt Morgan Skills
Tax Credits Creative Problem Solving Audio Recording Computing Tax Forms Arithmetic Sales & Use Tax Compliance Training Seminars Reporting & Analysis Written Communication
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Fraud Investigations Organization Skills Client Confidentiality Negotiation Logics Search Engines Internet Savvy Tax Law Teamwork Customer Service Professional Skills Skilled Multi-tasker Compliance Management Attention to Detail Legal Compliance Tax Accounting Financial Reporting Analytical Skills Communication Microsoft Office Accounting Auditing Research Payroll Tax Microsoft Excel Microsoft Access Microsoft Outlook AS400 PeopleSoft Hyperion Essbase Crystal Reports Lotus Notes Quattro Pro QuickBooks Data Analysis SharePoint Critical Thinking Problem Solving Business Analysis
About Matt Morgan’s Current Company
CFO Services, a trg company

CFO Services, a results-oriented consulting firm, was founded on the principle that consultants should deliver results, not just reports. By defining results as the generation of substantial, lasting financial impact...our team of professionals have helped create "bottom-line"​ benefits. Through knowledge and perspectives gained working with virtually every industry and type of client (Fortune 500, medium-size and small companies), CFO Services has committed to a strategy of providing a depth of knowledge in a narrow field of focus: business incentives and credits. Providing tried and tested methodologies, our professionals can help almost any business employ proactive and reactive approaches to obtaining and maximizing benefits in the following areas: --Federal and State Research and Development Credits --State Tax Incentives and Credits --State Sales and Use Tax

Discover more about CFO Services, a trg company
Matt Morgan’s Colleagues
Daniel Bybee

Daniel Bybee

Omaha, Nebraska, United States

Compliance Manager - Tax Incentives

Compliance Manager, Multi-State Incentives at CFO Services, a trg company
(June 2021 – Present)

Marcia Holbrook

Marcia Holbrook

Omaha, Nebraska, United States

Senior Manager at CFO Services, a trg company

Manager at CFO Services, a trg company
(January 1998 – Present)

Darrin Schmidt

Darrin Schmidt

Omaha Metropolitan Area

Multi-State Incentive Practice Leader at CFO Services, a trg company

Multi-State Incentive Practice Leader at CFO Services, a trg company
(January 2016 – Present)

MF

Megan Ferris

Lincoln, Nebraska, United States

Manager, CFO Services

Manager at CFO Services, a trg company
(November 2022 – Present)

DS

Dawn Sutter

Omaha, Nebraska, United States

Manager at CFO Services, a trg company

Manager at CFO Services, a trg company
(January 2019 – Present)

RG

Ray Gering

Omaha, Nebraska, United States

Manager at CFO Services

Manager at CFO Services, a trg company
(January 2006 – Present)

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Frequently asked questions about Matt Morgan

What is Matt Morgan email address?

Email Matt Morgan at [email protected], [email protected] and [email protected]. This email is the most updated Matt Morgan's email found in 2026.

What is Matt Morgan phone number?

Matt Morgan phone number is 7123011226.

How to contact Matt Morgan?

To contact Matt Morgan send an email to [email protected], [email protected] or [email protected]. If you want to call Matt Morgan try calling on 7123011226.

What company does Matt Morgan work for?

Matt Morgan works for CFO Services, a trg company.

What is Matt Morgan's role at CFO Services, a trg company?

Matt Morgan is Tax Incentives

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