We place an emphasis on quality of service. We participate in a rigorous quality control program, which includes peer reviews of both our accounting and auditing practice. This review ensures our compliance with the highest of professional standards and our commitment to maintaining the highest continuing professional education standards as required by federal and state agencies.
What makes us unique is the personal attention, commitment and energy we bring to each client relationship. Each client is assigned a team that includes a Partner; that team works together to ensure that the client's planning and execution are designed specifically to meet her or his accounting and financial needs and goals.
David L Morris, Founder and CEO
David has been in public accounting since 1994 and established this firm in 2000. He specializes in business, personal and estate planning. David leverages tax strategies to promote business and personal tax planning to help his clients achieve their goals. David is a former Tax Law Specialist with the Internal Revenue Service.