We guide our clients through a full range of tax planning and preparation decisions which are designed to help you minimize tax liabilities and maximize your cash flow. Our expertise allows us to provide you the best recommendation through an analysis of existing and recently updated tax laws. We can provide assistance with making sense of your bills, notices, and other documentation relating to tax matters.
Accounting Services & Part-Time CFO
We provide top expertise in establishing and maintaining accounting systems which our clients rely upon for accurate and timely financial information. These services include:
General ledger and financial statement preparation
Accounting system setup and support
Cash flow budgeting and forecast
Personal financial statements
Corporate tax planning and return preparation
Bookkeeping (monthly, quarterly, or annual)
Our firm will prepare compilations per the clients request for internal reporting purposes.
Budgeting & Forecasts
Through a collaborative effort, Morris Financial Advisors will develop business plans, projections, and cash flow forecasts to ensure that your business is on track to control costs and achieve your objectives. As an ongoing process, we meet with our clients frequently to account for changes in the economic and business environment as well as changes in clients’ goals. With our guidance, you and your firm will always be well prepared for any future developments.
Real Estate Acquisitions
Through our extensive experience in the real estate industry, our firm is well positioned to provide guidance on real estate acquisitions. Our firm provides real estate services, syndication, debt/equity placement, asset management, and development expertise to our clients as they seek to diversify their portfolio. Our firm will identify the opportunity for you to invest in as well as provide the necessary due diligence and underwriting necessary for you to successfully complete the transaction and achieve excellent returns.