Tax Planning & Preparation

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, and (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

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


  • Amanda B. ★★★★★
    The staff at the Morrison Firm continues to impress! Over the past 4 years, they have handled business for multiple companies owned by our family. They are consistently prompt, professional, and courteous. Their attention to detail is impeccable, … More and I feel they genuinely care about their clients. I am grateful to have found their firm after several bad experiences with other local firms. I have referred family and friends to them, and will continue to do so in the future.

  • 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!