The Morrison Firm is your trusted Tyler CPA firm and partner in all financial matters. As a reputable accounting firm serving the East Texas community, we understand the unique financial needs and challenges faced by business owners in the Tyler area. With our comprehensive range of services and expertise, we are dedicated to providing strategic financial solutions that help businesses thrive.
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About Our CPA Firm
At The Morrison Firm, we have built a solid reputation as a trusted accounting firm. With years of experience, our firm has established a strong foundation of trust and reliability within the community. Our mission is to assist small businesses, as well as medium-sized businesses in achieving their financial goals through our specialized services.
We pride ourselves on our commitment to excellence and delivering tailored solutions that meet the specific needs of each client.
As a full-service accounting firm, we offer a comprehensive suite of services designed to address various financial aspects of businesses. Our services include accounting, tax advice and planning, valuation and appraisal services, CFO services, and bookkeeping and payroll solutions.
Your Professional Team
Our team of professionals at The Morrison Firm comprises highly skilled and experienced individuals who are dedicated to delivering exceptional service to our clients. Led by founder John Morrison, who holds both a Texas Certified Public Accountant (CPA) license and a Certified Valuation Analyst (CVA) certification, as well as a Broker license. Our team possesses a wealth of knowledge and expertise in various industries. We strive to understand the unique needs of each client and provide customized financial solutions that drive success.
Meet Our Experts
John Morrison, CPA, CVA, Broker
Angela Sutton
Josh Olney, CPA, CFE
Josh attended California State University, San Bernardino where he obtained a bachelor’s degree in Administration with a concentration in Accounting.
He began his career in public accounting working in both audit and tax. He previously served as an Audit Supervisor at a regional public accounting firm, Accounting & Accounts Payable Manager for a global online retailer, and Controller for a national engineering firm prior to joining The Morrison Firm.
Josh holds licenses as a Certified Public Accountant (CPA) in Texas and California. He recently received his credentials for Certified Fraud Examiner (CFE) and is a current member of the East Texas Estate Planning Council, Texas Society of CPAs, and the Association of Certified Fraud Examiners.
Angela attended the University of Phoenix with two majors in Forensic Accounting and Criminal Justice. She also attended Arizona School of Real Estate. She previously served as a Housing Compliance Officer with the state and a Governmental Accountant for a major software developer prior to joining The Morrison Firm.
She is a devoted member of The Morrison Firm for five years and currently serves as the Firm’s CAO and Sr. Executive Assistant to the CEO, Mr. Morrison. She assists in Litigation and Tracing cases and also serves as an Accountant with a focus in education and assistance for clients to restructure their business accounting practices.
Angela is a Licensed Texas Notary and current member of the East Texas Estate Planning Council. She is currently studying for her Certified Fraud Examiner (CFE) credentials.
John Morrison earned a BBA in Accounting and a Master of Taxation from Baylor University. He holds both a Texas Certified Public Accountant (CPA) license and a Certified Valuation Analyst (CVA) certification. He is also a Real Estate Broker and is an active participant in several professional and charitable organizations.
He began his career in public accounting, working in both audit and tax then later in tax, business valuation and litigation support. From public accounting, John transitioned to corporate financial leadership for a regional company that specialized in the development and construction of residential properties including brokerage services, lending services, title services, and property holding companies. The next several years were spent leading the finance, accounting, and risk management functions for a national design-build general contractor and developer.
Prior to founding The Morrison Firm, John spent six years in various leadership positions within a multi-billion-dollar real estate fund, ultimately serving as the Chief Executive for several years. During his tenure, he set about greatly expanding the scope, reach, and returns of the organization and was promoted multiple times in recognition of his business and financial acumen. Throughout his career, Mr. Morrison has used his financial insight and knowledge of tax law to assist his clients through their toughest challenges with outstanding results.
A Client-Centric Approach
At The Morrison Firm, we firmly believe in the importance of building strong relationships with our clients. We take the time to listen and understand the specific challenges and goals of each business we serve. Our client-centric approach enables us to provide personalized service and solutions that align with our clients’ objectives. We work collaboratively with our clients, serving as trusted advisors who are dedicated to their success.
All Our Services
Accounting
At The Morrison Firm, we provide comprehensive accounting services to help businesses navigate the complexities of financial management. Our knowledgeable team ensures accurate and timely financial information, including the preparation and analysis of financial statements. We understand the importance of reliable financial statements in assessing the financial health of your company and making informed decisions. From day-to-day bookkeeping to financial reporting and analysis, our accounting services are tailored to meet your specific needs. With our expertise, you can focus on growing your business while we handle the financial intricacies.
Tax Advice and Planning
Navigating the ever-changing tax landscape can be daunting. At The Morrison Firm, we offer expert tax advice and planning services to help you optimize your tax outcomes while ensuring compliance with all applicable regulations. Our experienced team stays up-to-date with the latest tax laws and utilizes proactive strategies to minimize tax liabilities and maximize savings on tax returns. From strategic tax planning to accurate preparation and filing, we are your trusted partner in managing your taxes.
Fraud Examinations
Detecting and preventing fraud is crucial for the financial health and reputation of your company. At The Morrison Firm, we specialize in fraud examinations to identify and mitigate potential risks. Our experienced team conducts thorough investigations, utilizing advanced techniques and forensic accounting methodologies. Whether it’s uncovering employee fraud, assessing internal control weaknesses, or implementing robust anti-fraud measures, we are dedicated to safeguarding your company against financial crimes.
CFO Services
As a business owner, you need strategic financial guidance to drive growth and profitability. Our CFO services at The Morrison Firm are designed to provide you with the expertise of a Chief Financial Officer without the need for a full-time position. Our seasoned professionals work closely with you to understand your business goals, analyze financial data, and develop actionable strategies. From financial forecasting and budgeting to cash flow management and investment analysis, we serve as your trusted advisor, empowering you to make informed financial decisions.
Bookkeeping and Payroll
Managing the day-to-day financial operations of your business can be time-consuming and challenging. At The Morrison Firm, we offer comprehensive bookkeeping and payroll services to simplify and streamline your financial management processes. Our skilled professionals handle tasks such as accounts payable and receivable, inventory tracking, bank reconciliations, payroll processing, tax filing, and benefits administration. With our expertise and efficient solutions, you can focus on core business activities, knowing that your financial records and compliance are in capable hands.
Business Valuation
At The Morrison Firm, we understand that determining the value of your business is essential for various strategic decisions. Our business valuation services provide you with a comprehensive assessment of your business’s worth. Whether you’re seeking funding, going through a divorce or partnership dissolution, planning for sale, or making important financial decisions, our experienced professionals utilize proven methodologies and industry benchmarks to deliver accurate and defensible business valuations. With our expertise, you can gain valuable insights into the true value of your business and make informed decisions with confidence.
Litigation Support
Navigating legal disputes involving financial matters requires specialized expertise and support. At The Morrison Firm, our litigation support services provide you with the assistance you need throughout the legal process. Our experienced experts serve as trusted advisors and expert witnesses, providing valuable insights and analysis in matters such as business valuation, asset tracing, fraud examination, economic damages assessment, and lost wage analysis. We work closely with legal teams, offering reliable financial expertise and assisting in pre-trial, mediation, and court proceedings. With our comprehensive litigation support, you can strengthen your legal position and achieve favorable outcomes.
Transactional Services
Our experts have been brokering and guiding transactions for over a decade with great success. Whether you’re buying or selling property for investment or your business needs, buying or selling a business, seeking financing for expansion, or considering partnership arrangements, The Morrison Firm is here to guide you through these critical decisions. Our transactional services, which include expert underwriting and modeling, provide the expertise and support you need to navigate complex transactions with confidence.
From conducting due diligence and financial analysis to negotiating deal structures and assessing financing options, for your real estate or business transactions, our experienced professionals offer strategic guidance tailored to your specific goals. With our comprehensive transactional services, you can make well-informed decisions that align with your long-term business objectives.
Get Started Today
As a trusted CPA in Tyler, Texas, The Morrison Firm is committed to supporting the financial success of local businesses. Through our comprehensive range of services, we offer tailored solutions to meet the unique needs of each client. Let us help with all your accounting needs. Contact us today at (903) 251-5100