We take a proactive approach to your financial success.

D. Tate Morris CPA, LLC is a full service accounting firm serving both individuals and businesses. Our business clients range in size from small to large and cover many industries. Our firm takes the time to understand your specific challenges and goals and provide useful financial information to make informed and wise financial decisions. We offer a personal service tailored to your specific needs. We pride ourselves on taking a proactive approach to your financial success. Please inquire about a service not listed. If it is not a service we provide, we will certainly refer you to a qualified professional.

Services Offered

  • Accounting & write up services
  • Financial statement preparation
  • QuickBooks consulting, setup and support
  • Business start-up services
  • Industry benchmarking
  • Profit maximization
  • Income tax planning, preparation. & research
  • Business valuation & succession
  • Forensic services
  • Litigation support