How can I minimize my tax burden, now and in the future? How should I structure my business? Am I getting all of the deductions that I am eligible for? Are there any tax credit programs I can take advantage of? What are the tax consequences and benefits of having employees?

Effective tax planning is the analysis and systematic arrangement of your financial situation and your business’s financial situation in order to legally maximize tax breaks and minimize tax liabilities over the long-term. Tax rules are complicated and change over time. Investing the time to know and use them for your benefit can change how much you and your business end up paying the IRS and other taxing agencies.

The Morrison Firm has a long history of working with businesses and individuals, addressing specific tax issues strategically and proactively. We add unique value to our clients through efforts to remain at the forefront of tax strategy and implementation of best practices in planning. Most importantly we take the time to listen to the needs of our clients in order to develop tailored strategies to meet their needs.  

Tax Planning & Preparation Services at The Morrison Firm include:

  1. Analyzing your business for available tax deductions and other value-added tax strategies for this and future years
  2. Filing returns, including those for federal, state, estate and gift, and franchise taxes. We work with all types of entities, including C Corporations, S Corporations, Limited Liability Companies (LLC’s), General Partnerships, Limited Partnerships, and Trusts
  3. Keeping you abreast of best practices in tax strategy. Additionally, we work with your other advisors to ensure your entire financial team is on the same page.

We take pride in helping you protect the income and assets you have worked so hard to build from what is generally the largest expense you incur – TAXES! You need an edge to maximize your bottom line today and in the future. Our unique experience and perspective gives you that edge.

Our goal is to be more than tax and accounting advisors, it is to be your trusted financial advisor for life!

Professional Consultation

A professional consultation is a powerful tool we use to learn about you and your business to ensure we are a good fit. Contact our office to schedule an appointment with one of our experts and see how we can assist you in achieving your business objectives.

Client Reviews


  • Amy M. ★★★★★
    We engage the Morrison firm as our fractional controller. Josh and the team has been amazing. He treats us like we are his priority everyday!

  • Theresa A. ★★★★★
    I have known John Morrison for years through work and he is the most pleasant man to deal with on anything. Any questions we might have he is there to give you the answers or gets back with you in a timely manner.
    Now with that being said,
    … More I absolutely adore Angela Sutton. She and I work so well together. She is professional and also very funny and witty at the same time! Love our conversations!
    I give The Morrison Group 5 Stars!
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