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Firm Services

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 Five Star Client Service.


Tax Services

By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation
    • Individuals
    • Corporations
    • Partnerships
    • LLCs/LLPs
  • Estates, trusts & gift
  • Not-for-profit organizations
  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business

Bookkeeping Services

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with your bookkeeping needs.

Auditing Services

We, at Morrison and Smith, view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

Audits

This is an intensive examination with the highest level of assurance.

Reviews

This involves analytical procedures conducted with limited assurance.

Compilations

This is based upon client information provided and used primarily for internal use.


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