Chad Morris, CPA
Accounting, tax, and strategy for service-based businesses and independent professionals.
Industries served
Service businesses including medical offices, veterinary clinics, repair services, event rental companies, golf courses, and more.
Location
Virtual. No commuting needed. We meet over Zoom, and a simple, secure app lets you exchange and sign documents directly from your phone (or computer).
Pricing
Services are priced upfront. No running clocks, no surprises.
Individual tax return (1040): starting at $650
Business tax return (1120-S/1065): starting at $900
Accounting (books/reporting/advisory access): starting at $450/month
Getting a new business off the ground? It's smart to get your accountant involved early. Ask about a discounted plan for new businesses.
How to get started
1) Schedule an introduction and fill out a short questionnaire.
2) We'll talk through your situation and what level of support makes sense.
3) If it's a good fit, you'll receive an invite to the client portal to begin onboarding.
Already a client?
Visit the client portal or schedule time here
Services
Individual/business tax filing and planning
Financial statement preparation and reporting
IRS and state tax issue resolution
Multi-state and self-employment tax advising
Legal entity analysis
Business planning (budgeting, cash flow projections, KPI reporting, pricing analysis)
Running your business is hard enough. Why take on the accounting too? Whether you're a professional taking a leap into self-employment for the first time or a long-standing staple in your community, you're in good hands.
About Chad
My background combines small business and individual tax expertise with corporate investment and operational accounting at Amazon.
I studied accounting at Florida State and later earned a Master's in accounting from the University of Washington. I spent several years working directly with individuals and business owners on complex tax returns, business valuations for gift and estate tax, and tax issue resolution with the IRS and state agencies. At Amazon, I focused on accounting for investments in startup companies, valuation modeling, and automating operational work.
When you work with me, you get a partner who understands how to use modern technology to simplify compliance and create a better accounting firm experience for you.
Outside of accounting, I enjoy swimming, backpacking, golf, the Jacksonville Jaguars, Waffle House All-Star Specials, sporting a mustache, and time with family and friends. I'm a north Florida native living in Seattle.
The dates listed above are for general reference, actual deadlines can vary depending on the year. The list is not all inclusive and only captures common federal deadlines.
