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Marvin L. Morse, CPA - National Audit Manager

Mr. Morse has over 30 years of experience in public accounting, including audits of small and medium sized concerns, unaudited financial statement preparation, as well as federal and multi-state tax planning and compliance. Management advisory services include debt financing and reorganization, acquisitions and sales, cost controls, cash flow projections, investment advisory services, retirement planning, and ESOP transactions. He founded the firm of Morse & Co. in 1975 after six years experience with an international accounting firm.

Industry Expertise
Major industry areas include Construction Contractors, Architects, Insurance Companies, Insurance Agencies and Third Party Administrators, Employee Benefit Plans, Oil and Gas, Manufacturing, Retail, Amusement and Entertainment, Motels, Medical Offices, and Professionals.

Professional
Louisiana Tech University-Bachelor of Science in Business Administration, Accounting major
Certified Public Accountant-Oklahoma, Florida
Member-American Institute of Certified Public Accountants
Member-Oklahoma Society of Certified Public Accountants
Member-Tulsa Chapter of Oklahoma Society of CPA’s
Financial Planning Association

Organizations and Affiliations
Tulsa Sunrise Rotary Club-Treasurer
Tulsa Sunrise Rotary Foundation

Other Activities and Interests
Sponsor of public seminar on Personal Financial Planning
Former adjunct professor at Tulsa Community College, teaching non-credit courses on how to start and manage a business and financing your small business.
Finance Committee-Open Bible Fellowship
Exercise and Fitness
Trout Fishing

Marvin L. Morse
ESOP Association
NCEO Kelso