Morgan joined J. Cohen CPAs & Advisors in 2021 as a Staff Accountant and was promoted to Senior Accountant in 2023, Tax Supervisor in 2024, and most recently, Chief of Staff. She received her bachelor’s degree in Accounting and Finance from Drexel University in 2021. She also studied real estate as a minor because of her interest in the industry. Morgan completed 4 internships, totaling almost 2 years of Accounting and Tax experience before joining the firm.

Morgan has managed some of the Firm’s most complex and sophisticated clients during her time at the firm. Her outstanding communication skills, emotional intelligence, and business acumen have allowed her to excel in all aspects of her professional life.  While she will continue to manage some of her key client accounts, Morgan’s new focus will include working directly with Jacob Cohen, our Managing Shareholder, to help oversee and support the Firm’s anticipated continued rapid growth and overall success.

Morgan is in the process of obtaining her license as a Certified Public Accountant.

During her free time, she enjoys cooking and spending time with her family and cats. She is also a huge Philadelphia sports fan and loves watching the Philadelphia Phillies and Eagles games.