Morrison & Associates is an accounting firm located in Lebanon,
and serving clients throughout central Kentucky for more than a
decade. We pride ourselves in providing our clients with a
professional product and a personalized service.
We created this website to provide our clients with a variety of
links and tools useful to them throughout the year, including a
remote support tool for real time QuickBooks support and
training sessions with Andrea. If you're not already a client, you
can also find information on some of the services we provide,
as well as a biography of Andrea Morrison, CPA, owner and
operator of Morrison and Associates. Feel free to look around.
And we look forward to serving you soon!
Phone: (270) 699-3853
© Morrison and Associates, Inc.
March 20, 2020: Due to the coronavirus pandemic, Treasury Secretary Steven Mnuchin announced this morning that the
deadline to file and pay your federal taxes is now Wednesday, July 15, 2020. There will be no penalty for deferring your
payment and no interest will accrue during this period. But if you have a refund coming, he says you should still file now.
If you can't get everything together to file your taxes by July 15th, you can request an extension to push your due date
back to October, but any unpaid balance will still be due in July.
March 22, 2020: At the direction of Governor Beshear, the Kentucky Department of Revenue (DOR) will adopt most of
the Coronavirus Disease 2019 (COVID-19) income tax relief described in recent Internal Revenue Service (IRS) Notice
2020-18 and extend the Kentucky Income Tax Return Filing Date Extended to July 15.
As the coronavirus (COVID-19) pandemic continues to evolve, we want to let you know that we are continuing our steps to protect
the health and well-being of our clients, families and community. We are following the recommendations of the CDC and the
guidelines established by Gov. Andy Beshear.
Beginning Monday, May 11, 2020, Gov. Beshear is allowing offices such as ours to move into Phase 1 of reopening the economy.
Our office is encouraged to continue to minimize our exposure to the public, and to provide services as much as possible
electronically. That will continue to be our main avenue of operations. However, at this time, we will start seeing clients, upon
request, BY APPOINTMENT ONLY with the following requirements:
Our doors will continue to remain locked to the public.
You can be seen by appointment only.
You are required to bring and use your own face mask.
Please call upon your arrival once you arrive at your appointed time.
We are abiding by the CDC guidelines and the recommendations of Gov. Beshear to maintain “social distancing” and to
provide a clean environment.
If you have any of following symptoms of possible COVID-19, please re-schedule your appointment for a date 14 days
after you are symptom free. These symptoms as reported by the CDC may be cough, shortness of breath or difficulty
breathing, and 2 or more of the following:
Repeated shaking with chills
New loss of taste or smell
Thank you for your understanding and cooperation.
While the federal and state filing deadline has been extended until July 15, 2020, there may be those of you that would
still like to have your taxes prepared sooner, especially if you are expecting a refund. We are in the office during normal
business hours but our doors will continue to be locked to the public (except BY APPOINTMENT ONLY, as detailed in the
information below). Gov. Beshear has asked that our office continue to perform our services and communicate with the
public by phone and internet as much as possible.
To begin the tax return process, you may provide us with your tax-required documents by email, postal mail, or drop off
in our locked box next to our front door. Make sure we have your contact information (including phone and email) and a
photo copy of your driver’s license(s). Please feel free to call us to discuss the best option for you.
Andrea’s policy has always been to meet in-person with her clients once their return is complete, so that she can address
any questions and prior year variances, and so projections and adjustments can be made as necessary for the current
year. However, because our focus is on the safety of our clients, especially those in the high-risk category, we limiting
contact with the public when feasible. Once your return is ready to be finalized, we will contact you and provide the
We can send a copy of your tax return and all required signature pages by email. You can pick up a printed copy of
the tax return and all of your tax documents at a later date.
We can mail your return, all of your tax documents and all required signature pages by USPS (there will be an added
charge for postage).
You can call ahead (2-3 minutes prior to arrival) and, weather permitting, we can set your return, and detailed
instructions for finalizing the return, out on our porch.
Once you return them to us (either by email, mail, or in our drop box out front), we will go ahead and file your return.
Andrea is available by phone & email for any questions you may have. And, if you would like, we can schedule a video
conference so you can talk with her "face-to-face". This virtual meeting can be done from your computer, tablet or mobile
device - all you need is an internet connection and download/install the Cisco Webex software as instructed.
For Your Information!
Information for You or Your Business related to COVID-19
CORONAVIRUS EMERGENCY LOANS Small Business Guide and Checklist (Updated: April 1, 2020)
The Coronavirus Aid, Relief, and Economic Security (CARES) Act allocated $350 billion to help small businesses keep workers
employed amid the pandemic and economic downturn. Known as the Paycheck Protection Program (PPP), the initiative
provides 100% federally guaranteed loans to small businesses.
Guide to SBA's Economic Injury Disaster Loans (updated: April 1, 2020)
The Coronavirus Aid, Relief, and Economic Security (CARES) Act expands the Small Business Administration’s long-standing
Economic Injury Disaster Loan Program (EIDL). The EIDL program was created to assist businesses, renters, and homeowners
located in regions affected by declared disasters.
Guide to the Employee Retention Tax Credit for COVID-19 Impacted Employers (updated: April 1, 2020)
The Coronavirus Aid, Relief, and Economic Security (CARES) Act created a new employee retention tax credit for employers
who are closed, partially closed, or experiencing significant revenue losses as a result of COVID-19.
Steps to Prevent Getting Sick: Recommendations by the Centers for Disease Control (CDC)
If you are at higher risk for serious illness from the Coronavirus Disease (COVID-19) because of your age or because you have
a serious long-term health problem, it is extra important for you to take actions to reduce your risk of getting sick with the
As the COVID-19 pandemic spreads, so does uncertainty and fear: two elements that con artists thrive on. During these
stressful times, the Better Business Bureau (BBB) recommends consumers to be especially alert to avoid falling for a scam.
This article includes more detailed information about the following top six coronavirus scams along with tips to help identify
and avoid them.
Phony Cures and Fake Masks
Economic Impact Payment (Stimulus Check) Scams
Shortage Scams (Price Gouging)