Welcome to Morning Sun Financial Services! Thank you for choosing us!
Morning Sun Financial Services is an experienced provider of fiscal agent services. We have operated as a fiscal agent since 1998 with a reputation for excellent customer service. Whether you are transferring from another financial management service or starting these services for the first time, we are eager to work with you. Morning Sun Financial Services strives to provide a helpful, efficient and responsive service so that your financial needs as an employer are met. We will process time entries you approve and pay your employees in a timely and efficient manner. We will make sure that all payroll taxes are paid and that your status as an employer is in good standing with the IRS. We will provide you with the tools to manage your services. We will act as your billing agent to ensure that service expenditures are accounted for and accurately reflected in compliance with Ohio program guidelines.
We have enclosed all of the forms you need to get started as an employer or to transfer your financial management services to us.
We are pleased to offer our services to you. We strive to be helpful and courteous at all times. We will be available to answer questions and to assist you when you need it. Our business hours are 8am to 5pm EST Monday through Friday. Our phone number is 844-450-5444, option 3.
Customer Service
- For assistance completing the enrollment forms or any general questions, please contact our Ohio Program Coordinator team by calling 844-450-5444 and pressing option 3, then option 1.
Complaints and Grievances
- Please contact, Laci Polotzola, Morning Sun Executive Director of SelfDirected Services if you have any concerns or issues. Laci Polotzola can be reached at 337-282-5155 or by email at lpolotzola@morningsunfs.com.
- If you are not satisfied with the response, you may also contact any of the following individuals: