Image of Charles J. Morgan

Charles J. Morgan

Partner, CPA

Charlie is a partner in the firm’s commercial practice, where he focuses primarily on family owned businesses in a variety of industries. He is also responsible for employee benefit plan audits in the northeast region. He brings more than 37 years of experience providing business advisory, accounting, tax, and audit services to clients. In addition to traditional business advisory and tax services, his experience includes assisting clients in business acquisitions and sales, estate planning, and financing. Charlie’s area of expertise is construction contractors, including general contractors with annual revenues in excess of $100,000,000 and small specialty contractors with annual revenues less than $5,000,000. He has provided internal accounting services to two of the largest general contractors in the United States, one for 15 years. He has also provided formal testimony before the American Arbitration Board in construction litigation matters.


  • Partner-in-charge of financial audits of primarily construction and manufacturing companies
  • Partner-in-charge of review and compilation engagements for commercial companies
  • Partner-in-charge of employee benefit plan audits
  • Provides business and tax advisory services to commercial companies
  • Works with tax partners on income tax and estate tax planning for commercial businesses and their owners
  • Assists companies on implementation of new accounting standards
  • Licensed CPA in Pennsylvania


  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Construction Financial Management Association
  • Wilkes University Family Business Forum, Board Member
  • Greater Pittston Chamber of Commerce, Board Member


King’s College
Bachelor of Science in Accounting

Continuing Education

  • Construction Financial Management Annual Conference
  • Annual tax update (Mark Sellner)
  • Annual quality update (Internal)
  • Annual FASB & AICPA update (Loscalzo Associates)
  • Annual employee benefit plan update
  • Accounting and auditing updates (Internal)