The Morrison Firm helps our clients answer the following questions and more by offering CFO & Accounting Services, Tax Planning & Preparation, Business Valuations, Litigation Support and Transactional Services.

Why is my business profitable but I always seem to have no cash? How much is my business worth? How can I reduce my tax burden now and in the future? How can I grow my business sustainably?  The Morrison Firm helps our clients answer these questions and more by offering CFO & Accounting Services, Tax Planning & Preparation Services, Business Valuations, Litigation Support and Transactional Services.

Our experienced professionals have represented companies in many different industries, including commercial real estate development and construction; oil field services; professional service firms; restaurants, licensed trades,  transportation and more. We have the experience and resources to handle companies of all sizes.

Our Smith County, Texas, financial services firm has provided the services listed above for clients throughout the state of Texas, including Tyler, Longview, Arlington, Dallas, Fort Worth, Whitehouse, Lindale, Jacksonville, Houston, Austin and Waco.

The Morrison Firm focuses its efforts on privately owned companies in need of strategic financial solutions. We can add value to any business through our CFO & Accounting Services, Tax Planning & Preparation, Business Valuations, Litigation Support and Transactional Services.

Services Offered

CFO & Accounting Services

Do you struggle with managing your business finances, pricing your products, budgeting, or simply understanding the financial health of your business but don’t think you can afford full-time help or access to the expertise you need to be successful? Do you need help with accounting or payroll services for your business?

Tax Planning & Preparation

Tax Planning is an opportunity to proactively assess your financial position and explore strategies that will improve your results when it comes time to prepare your taxes. We work with business owners and investors to gain an understanding of your long term goals across your financial landscape to assist in providing meaningful tax saving solutions.

Business Valuations

There are many questions regarding the value of their business that owners regularly face: What percentage should I give an investor who wants to fund my company? How is my business going to be divided in a divorce? How much will my bank lend me for my business? How much should I sell my business for? These are questions we help our clients find answers to regularly. Allow us to assist you in finding the right answers to your questions regarding the value of your business.

Litigation Support

There are many ways we can assist parties in all phases of litigation including pre-trial, mediation, and court proceedings. We are experienced Expert Witnesses working on matters including Business Valuation, Tracing and Characterization of Assets, Fraud Examination, Economic Damages, and Lost Wage analysis.


Deciding to Buy or Sell a Business? Wanting to obtain financing to expand? Looking to raise capital by bringing on a partner? These are just a few ways we can assist business owners with some of the most important decisions they will make throughout their careers.

Professional Consultation

If you are like most clients, you would like to TALK WITH someone who will listen, and discuss your issues – not have someone TALK AT you with industry jargon. To start a conversation about finding real solutions for you and your business give us a call or click the link below.

Client Reviews


  • Thomas B. ★★★★★
    The Morrison team took great care of us and walked us through each step. They took the time to learn about me and the business we are running. They were able to give my precise solutions with proven success. I appreciate the hard work they … More do for me and my team.

  • Claudia R. ★★★★★
    John and his team have been a great asset to our company in helping bring to light some ways to make changes and make our company more profitable. They are working to implement processes to make the work flow more productive for all areas … More of the company. Everyone in their office has been friendly, knowledgeable and easy to work with!