Tax Preparation and Planning

At Morris Financial, you get real licensed CPAs and EAs doing your taxes. We are real people just like you and we use our expertise to address your tax planning and preparation to meet your individual needs. From individuals to small businesses and corporations, we can tailor our services to match your objectives. With our tax services we work to reduce any future tax liabilities as well as your headaches.

  • Individual Tax Preparation
  • Business Tax Return Preparation
  • Partnership & Corporate Tax Preparation
  • Business Start-Ups

Accounting and Bookkeeping

Regardless of the size or type of business you’re running, there is always a single most important aspect to ensure success. With our experience and education we can ensure timely service, a thorough knowledge of regulations, and accurate and consistent internal financial information. From payroll to banking, we’re here to help reduce the growing pains of a business so you can focus on your business objectives and goals.

  • Accounting and Financial Record Keeping

  • Payroll Compliance
  • Compilations of Financial Statements
  • Planning and Forecasting


Your employees are what keeps your business going. That’s why payroll is a critical aspect of operating a successful business. We understand how time consuming it can be, that’s why we offer full-service payroll duties. When you depend on Morris Financial, rest assured you’re in good hands. We take your employee data and use our thorough knowledge of tax laws and deposit rules to help things run smoothly.

  • Tax forms

  • Payroll Reports

  • W-2s and 1099s

  • Checks or Direct Deposit Services

Investment Management

Let’s face it. Investments can be risky. We get it! At Morris Financial, we can help you to improve your you and/or your business’s economic value. With our Investment Management Services, we focus on your financial future. We will look for proactive solutions and help construct the best strategy to help you pursue a prosperous outcome.

  • Growth Strategies
  • Tax Situation

  • Financial Needs

  • Financial Aspirations