Back to top


Morrison CPA P.C. provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Tax Planning and Preparation Services

We guide you through a full range of personal and business tax planning and preparation decisions, providing solutions and strategies that minimize your tax liabilities, maximize your cash flow, and keep you in compliance with IRS and State regulations. We are knowledgeable and up to date on current tax laws, and we provide guidance and assistance with IRS correspondence and inquiries.

New Business Start-Up Services

Starting a business is a multi-step process that can feel overwhelming. Our professionals will guide you through this process and help you make those important decisions from the start. Your business entity structure impacts your tax and other liabilities. From inception through growth and development, we can advise you on choosing an entity type and later, restructuring if advantageous.

These services include:

  • Entity type selection
  • Attorney referrals for entity creation
  • Filing documents with federal, state & local agencies
  • Federal Employer Identification Number (FEIN) application
  • Accounting system setup
  • Payroll setup, training and support
  • Tax planning and preparation

Business Advisory Services

Our professionals strive to develop long-term, trusting relationships with clients. Our goal is to work with you by providing valuable guidance and solving problems. We provide an objective analysis to assist you in controlling costs, increasing efficiency, and implementing new procedures that take advantage of changes in the marketplace, accounting standards, and tax law.

These services include guidance in the following areas:

  • Entity type selection
  • Accounting system setup and training
  • Debt management and financing
  • Cash flow and budgeting
  • Transaction analysis
  • Management advisory
  • Employee benefits, pension, and profit-sharing plans
  • Business succession planning

QuickBooks Setup, Training and Support

QuickBooks can provide useful and timely information in the form of financial statements and other reports, but only if the software is properly setup and the data is correctly entered. We don't just help you use the software, we help you use it more efficiently and more effectively.

Our QuickBooks experts offer the following solutions to help meet your business needs:

Personal Training

We train you personally! Choose either one-on-one training or train as a team in a group setting. Training is facilitated at your location or distraction-free, at our office. We can teach you to use the software as well help you understand some of the basic accounting theory it utilizes.


We assist new QuickBooks users with initial setup including: Chart of Accounts, Preferences, Lists, Items, Customers, Vendors, Payroll and Employees, Banking, and Reports. We also help experienced users manage their businesses more effectively by improving their current setup.


We are not IT specialists, but we are QuickBooks experts, and we can assist you with any operation or transaction input assistance you might need. No matter how complicated or small the issue, we are just a phone call away - give us a call.


Our QuickBooks transaction analysis service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, account balances, and reports. This analysis ensures that you receive timely, relevant, and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Analysis may be conducted at any time, but monthly or quarterly analysis provides you with current information and timely feedback about your business.

Payroll Preparation and Training

In order to comply with federal and state agencies, it is imperative that payroll functions are set-up correctly. Compliance requires timely submission of payroll tax deposits and timely filing of payroll reports. We can handle the entire payroll process for you, but if you prefer to do it in-house, our professionals can provide assistance and training in all areas of payroll processing.

Accounting and Bookkeeping Services

Accounting and bookkeeping service involves capturing daily transaction detail and effectively summarizing that information into useful financial reports. Our professionals help by interpreting this financial information and then offering guidance through any business decision making process.

These services include but are not limited to:

  • Accounting system setup
  • Developing procedures and processes
  • Training for owners and employees
  • Bookkeeping services (monthly, quarterly, or annual)
  • Payroll processing
  • Preparation of payroll tax reports
  • Preparation of W-2s
  • Preparation of 1099s
  • General ledger adjustments
  • Financial statement preparation
  • Management reporting
  • Tax return preparation

Financial Statement Preparation Services

We provide monthly, quarterly and annual financial statement preparation services.

Information Request for Services Listed Above