Sheila I. Morris, CPA Inc is a boutique CPA firm providing concierge tax services. We take a proactive approach to tax planning to minimize your tax liabilities and increase your financial position. We provide you with the tools and expertise to support your financial needs and have a combined experience of more than 40 years in tax and accounting.
We believe that effective tax planning is not a once a year meeting. We work with you throughout the year and provide personalized services and design tax strategies to maximize your financial health. Provide limited consultations (via email, phone or in our offices) to discuss projections and tax planning. Recommendations for professionals in estate planning, insurance, attorneys, bookkeepers and others.
We believe in a holistic approach to your financial success. We work with your team of professionals (including investment advisors, attorneys, bookkeepers, etc.) to ensure you have the information and resources you need.
We believe that effective tax planning is not a once a year meeting. We work with you throughout the year and provide personalized services and design tax strategies to maximize your financial health. Provide limited consultations (via email, phone or in our offices) to discuss projections and tax planning. Recommendations for professionals in estate planning, insurance, attorneys, bookkeepers and others.
We believe in a holistic approach to your financial success. We work with your team of professionals (including investment advisors, attorneys, bookkeepers, etc.) to ensure you have the information and resources you need.
Services
We can prepare prior years and currently year tax returns for individuals, partnerships, corporations, S-corporations, estate & trusts, and exempt organizations.
We can prepare most forms required by any state or city for sales/use tax purposes as well as the related application forms for licensing.
Too busy to maintain your books?
Our newly expanded bookkeeping service is designed to provide companies, and busy people complete control and flexibility in handling their finances, regardless of their location.
We can prepare most forms required by any state or city for sales/use tax purposes as well as the related application forms for licensing.
Too busy to maintain your books?
Our newly expanded bookkeeping service is designed to provide companies, and busy people complete control and flexibility in handling their finances, regardless of their location.
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