TAX PLANNING AND PREPARATION
Our tax planning Services:
Strategic Tax Planning
- Year-round proactive planning to minimize taxes and maximize wealth
- Coordination of business, personal, and investment tax strategies
- Multi-entity and multi-state tax optimization
- Timing of income and deductions to manage cash flow
- Tax-efficient retirement, distribution, and compensation planning
Business owner tax solutions
- Entity structure review for maximum tax efficiency (LLC, S-Corp, C-Corp)
- Succession, transition, and exit tax strategies
- Tax planning for mergers, acquisitions, and business sales
- Buy-sell agreement and ownership transition planning
- Executive compensation, benefits, and profit distribution strategies
Tax Preparation & Compliance
- Federal and state return preparation for individuals, businesses, trusts, and estates
- Partnership, S-corporation, and C-corporation filings
- Quarterly estimated tax calculations and payments
- IRS and state audit representation and response management
- Filing of amended and prior-year returns
Advanced & Integrated Tax Strategies
- Charitable giving and philanthropic tax planning
- Trust and estate tax strategies for generational wealth transfer
- Real estate and investment tax optimization (including 1031 exchanges)
- Planning for stock options, deferred compensation, and complex assets
- Integration of tax planning with financial, estate, and investment strategies
Why invest in tax planning?
“The Morrison Firm has redone the past two years of tax forms and found $12,000 worth of money owed back to my business.”
Debi L.
Ensure accurate filing to avoid penalties and audits
Maximize deductions, credits, and strategic tax savings
Gain financial clarity and predictable cash flow year-round
Free up time to focus on business growth, not tax complexity
Nobody likes taxes, but they shouldn't be stressful
When you partner with The Morrison Firm, tax isn’t just a year-end task—it’s a strategic tool. With precision, foresight, and personalized support, we keep you compliant and positioned for financial strength.
FAQs
What makes your tax services different from a traditional CPA firm?
We focus on tax strategy, not just tax filing. Our team proactively integrates tax planning with your overall financial, business, and investment goals. Our goal is to help you make smarter decisions throughout the year – not just react at tax time.
What is the Client Care Program (CCP)?
Our Client Care Program is a customizable, subscription-based service designed for business owners and high-net-worth individuals who want ongoing, strategic financial guidance. With Silver, Gold, and Platinum levels, you can choose the level of access and planning sophistication that fits your needs.
How does a monthly subscription work for tax services?
Instead of one-time fees or hourly billing, your CCP subscription provides continuous access to tax and financial expertise year-round. This model allows for consistent communication, real-time planning, and predictable costs – so you’re never surprised by a large annual invoice.
Do you still handle traditional tax preparation?
Yes – Tax preparation is included, but it’s just the starting point. Every CCP level includes comprehensive planning to help reduce tax exposure, improve cash flow, and align your business and personal finances for long-term success.
Who is the CCP designed for?
The program is ideal for successful business owners, entrepreneurs, and high-income professionals who want a proactive partner to manage complex financial and tax situations. If you value strategic insight, integrated planning, and year-round communication, the CCP is built for you.