Client Portal
Client Portal

Chad Morris, CPA

Modern accounting, tax, and strategy for solopreneurs and small service businesses.

How I Help:

I partner with business owners and individuals to take the stress out of tax filings and financials. Because every client's situation is unique, I don't believe in one-size-fits-all packages. I focus on three core areas and tailored to each client:

  • Tax Filings – for both your business and personal returns.

  • Virtual Accounting – keeping your books up to date using efficient, cloud-based tools.

  • Strategy – strategic guidance to help you make confident decisions.

Clean modern desktop workspace with a laptop showing financial charts, a ceramic mug, and a neat notebook under soft natural light.
Clean modern desktop workspace with a laptop showing financial charts, a ceramic mug, and a neat notebook under soft natural light.
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Pricing: I use upfront, fixed pricing instead of traditional hourly rates so you never have to worry about surprise bills. Your quote is tailored to your situation and can be adjusted as your needs change.

About Chad

My background combines small business & individual tax expertise with corporate investment and operational accounting at Amazon.

I received my undergraduate accounting degree from Florida State, and a Master's from the University of Washington. Over the course of a decade in the field, I worked directly with individuals and business owners on complex tax returns, business valuations, and resolving tax notices with the IRS and state agencies. Later, at Amazon, I focused on private company investment accounting, start-up valuation modeling, and building automations to streamline operational work.

​I started this practice to bring deep tax knowledge and technical efficiency to small businesses and individuals. When you work with me, you'll get someone who understands modern, cloud-based tools available to simplify your financials, streamline compliance, and help you achieve your goals.

Outside of work, I enjoy coffee, swimming, backpacking, golf, the Jacksonville Jaguars, Waffle House grand slams, wearing mustaches, and time with family & friends.

I look forward to working with you!