Morton & Associates is a Palo Alto, CA based, full service professional accountancy corporation founded in 1980 by Jack Morton, Ph.D., CPA. The firm provides a broad range of accounting, auditing, tax, and related planning and consulting services to fully and properly serve individual, business, and non-profit clients. Together, our clients represent a distinctive cross section of the residents, businesses, and human services organizations in the SF Bay Area, including Palo Alto, Mountain View, Sunnyvale, Cupertino, San Jose, San Fransisco, Menlo Park, Redwood City, Fremont, and various other locations.
Jack Morton, Ph.D., CPA (Principal)
Jack established Morton & Associates in 1980. A native of Canada, he received his BS from the University of Alberta, his MS from the University of Calgary, and his Ph.D. from the University of Toronto. Jack completed his American tax and accounting education at Golden Gate University, and taught preparatory courses for the CPA exam while building the firm. He has more than 30 years of experience providing personalized tax and accounting services. Jack is a member of the American Institute of Certified Public Accountants and the California Society of CPAs. A recognized expert in accounting for non-profit organizations, Jack’s professional activities include or have included: Co-Chair of the Non-Profit Audit Committee of the Peninsula Chapter of the California Society of CPAs, and service as a Board Member of Community Skating Inc., the Palo Alto Recreation Foundation, and the Morrissey-Compton Educational Center. He has also served as a Board Member of the Palo Alto Chamber of Commerce and past Chairman of the United Way Audit Advisory Committee. Jack was a member of the Palo Alto City Council from 2002 to 2009, taking a frequent leadership role on the City Finance Committee, including two times as the Chair.
“The knowledge, service, skill, and dedication of Morton & Associates has served our organization well for many years.” – Client LW
We invite you to call our office to schedule an appointment for a professional consultation.
2479 E Bayshore Rd, Suite 285
Palo Alto, CA 94303