At Scott & Morris, our goal is to help our clients succeed through quality accounting and tax services. We understand that financial peace of mind is important to everyone, therefore we are committed to helping our clients achieve that goal.
Independence and Focus
We focus on the needs and concerns of our client.
- + As a small firm we offer a more personal touch.
- + Develop an exclusive relationship with our clients.
- + Provide unbiased solutions that meet your business needs.
Leadership and Experience
We have experience working with fortune five hundred companies.
- + Unrivaled experience gained from working with leading companies nationwide.
- + Deliver innovative personalized services at the highest quality professional standards.
- + Work efficiently and effectively with your external auditors.
Individual Services
At Scott & Morris, we provide a wide variety of tax management and financial planning services tailored to meet the needs of our individual clients. Our services are designed to make the entire process easy for you.
- + Income Tax Preparation
- + Retirement Planning
- + Education Planning
- + Budgeting
Business Services
We focus on the needs and concerns of our client.
- + Bank Reconciliations
- + Financial Statements
- + Cash flow statements
- + Maintain General Ledger system
- + Budgets and forecasts analysis
- + Bookkeeping services
- + Payroll services
* We offer a free initial consultation for business owners.
At Scott & Morris, we provide a wide variety of tax management and financial planning services. They are designed with you in mind to simplify the entire process.
In the current environment of economic uncertainty and looming threats of changes to the social security system, people of all ages need to be concerned about saving for their retirement. We can help you understand your options.
There are a variety of opportunities available today to save money and secure your child’s education. Let us help you find the one that are best for you.
If you have difficulty putting away money for the future, or meeting your monthly expenses, we will work with you to design a realistic budget.
As a small or medium size business owner you have more important worries than keeping your own books. We will manage your books so that you can get back to the job of running your business and generating profits. When you engage with Scott & Morris, be assured that we will perform our services efficiently and in a timely manner.