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Craig Morris & Company

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Craig Morris & Company

Overview:

We are a small, client-focused CPA firm. We work with people every day to solve personal and business financial concerns. We do this by satisfying unique needs, which we recognize through our close relationships and intimate knowledge of the clients we serve. Our size allows us to be versatile, efficient and effective in addressing a wide variety of financial problems, and the ability to cater our services to your unique situation.

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Employee Benefit Plans, Audit and Other Services
Not-for-Profit Organizations Audit and Accounting
Agreed Upon Procedures and Special Reports
Controller Assistance
Audits, Reviews and Compilations
Accounting Services
Cash Flow and Budgeting Analysis
Financial Forecasts and Projections
Tax Services
Estate and Trust Tax Preparation
IRS Representation
1031 Like Kind Exchange Assistance
Business Succession Planning
Consulting Services
Estate Planning
Pension and Profit Sharing Plans

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