SERVICES
Individual & Family Tax Preparation
Morris Tax Services LLC is available to help file your individual, family, estate, or business returns. We’ll work throughout the year to help you get all the tax breaks available to maximize your savings.
business tax returns & Consulting
Business taxes have always been complex, but today’s shifting regulatory environment make it increasingly difficult for businesses to keep up with tax changes. What may have been a sound strategy last year could suddenly increase your business tax rate this year. That’s why partnering with our advisors at Morris Tax Services is so critical. We help you plan and proactively prepare for tax obligations throughout the year, not just during tax preparation. Optimize your financial strategy with the help of our advisors today.
IRS Representation & Audit Support
Tax issues can be overwhelming. Relieve tax stress with our IRS representation and audit support. Whether your facing an audit, have overdue taxes, or complex regulations, our advisors manage all IRS communications on your behalf, giving you peace of mind.
TAX PLANNING & ADVISORY SERVICES
One of the keys to wealth management is having a good tax plan that not only takes into consideration ways to reduce taxes in the long term, but considers how much you need to pay today and in the future. As the tax laws rapidly change, our advisors take these changes into account and help you navigate how these laws may impact your financial plan.
RETIREMENT & ESTATE PLANNING
Protecting the life you’d like to be living after you stop earning income from employment is critical for you and your family. Our advisors can help you create a plan tailored to your goals.
INVESTMENT MANAGEMENT
Your financial well-being is our focus. We help plan, grow, and maintain your wealth so you have less worry and can focus on making more memories. Our advisors deliver personalized advice and comprehensive services to create a tailored investment portfolio designed to help you optimize wealth and achieve your financial goals.
Our Mission
LET US MAKE YOUR FINANCIAL LIFE EASY.
Our mission is to serve our clients, community, family, and friends by guiding the investment decisions that will shape their future.
SCHEDULE A MEETING
To schedule a meeting with us, simply call (419) 502-4333 and we’ll be happy to get you scheduled. Or fill out the form below.