Morris Financial Advisors' unique approach to providing effective investment, tax, and business growth services puts strategy at the center of the client relationship. We are advisors and consultants first, and highly skilled practitioners a close second.
We've developed our methodology to create value for your business, investment entities, and personal finances with year-round engagement that emphasizes strategic planning, goal setting, performance tracking and operational efficiency.We are proud to be a leader among financial advisors in Los Angeles, with decades of experience across our team.
We've developed our methodology to create value for your business, investment entities, and personal finances with year-round engagement that emphasizes strategic planning, goal setting, performance tracking and operational efficiency.We are proud to be a leader among financial advisors in Los Angeles, with decades of experience across our team.
Services
We're not your dad's accounting firm. We believe in the power of technology to make us more efficient and effective in our service to you. We leverage digital tools from leading providers to streamline our operations and communications. We help our clients do the same. Each member of the team at Morris Financial Advisors brings deep expertise in a specialized area of practice.
In over 10 years practicing as CPAs in Los Angeles, we've learned that an integrated advisory is the most effective way to deliver meaningful and impactful financial services. We're with you for the entire journey, and we're invested in your success.
Our engagements focus on year-round goal setting, forecasting and planning so when tax time comes around, you've made the right decisions throughout the year to grow your business and optimize your outcomes.Advisory is the heart of the client relationship. We develop your strategy and aid in execution to create an optimized fiscal environment that facilitates growth and efficiency.
Our engagements focus on year-round goal setting, forecasting and planning so when tax time comes around, you've made the right decisions throughout the year to grow your business and optimize your outcomes.Advisory is the heart of the client relationship. We develop your strategy and aid in execution to create an optimized fiscal environment that facilitates growth and efficiency.
Since 2013, we've been advising business owners and their teams to optimize their financial performance at tax time and throughout the year. Our Los Angeles financial services are customized to fit your needs, with a focus on delivering value and impact. We offer accounting compilations, budgeting forecasts and bookkeeper services in L.A. County.
The combination of employment packages, investment earnings, and retirement planning can create a complicated personal financial picture. You need a smart and reliable team guiding and educating you to make savvy financial decisions for your long-term goals. We've developed a unique suite of services for people like you, who have many moving parts, and high stakes in their financial ecosystem.
Reviews (10)
Bree Karns
Jan 29, 2021
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Babs Sheng
Jan 20, 2021
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Stephen and his team are great to work with. If I need help with any tax related issues my go to is Stephen. His experience in real estate is a big plus for me- being in the field.
But seriously- if you need a knowledgeable CPA go find Stephen- if you have tax questions find Stephen, real estate questions- find Stephen- bookkeeping; where to go for sushi- call Stephen!
But seriously- if you need a knowledgeable CPA go find Stephen- if you have tax questions find Stephen, real estate questions- find Stephen- bookkeeping; where to go for sushi- call Stephen!
Tia Thach
Dec 11, 2020
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Professional, competent, easy to deal with- I highly recommend Morris Financial Advisors.
This review is re their accounting services for which I’m beyond satisfied.
Highlights:
• Linked to MFA via professional referral
• Accessible, timely, consistent communication with the entire team
• Dynamic for intro & implementation of latest, time & money saving methods available
• Detail-oriented, reliable, fair price
• Bonus points for business tips
It’s worth mentioning the contribution from the team at MFA affords both intangible/ tangible long
This review is re their accounting services for which I’m beyond satisfied.
Highlights:
• Linked to MFA via professional referral
• Accessible, timely, consistent communication with the entire team
• Dynamic for intro & implementation of latest, time & money saving methods available
• Detail-oriented, reliable, fair price
• Bonus points for business tips
It’s worth mentioning the contribution from the team at MFA affords both intangible/ tangible long
Charley Price
Dec 07, 2020
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My wife and I each run our own small business, and we have been happily working with Stephen and his team for over 5 years - with services ranging from tax preparation to part time “CFO”-esque responsibilities when needed. Stephen knows his stuff, and has always struck an amazing balance between being friendly and personable in helping wrap our heads around myriad complex financial topics, while also being willing to be blunt and candid when it comes down to helping to make the right decisions for our businesses.
Stephen is clearly a talented tax/finance professional, but even more importantly
Stephen is clearly a talented tax/finance professional, but even more importantly
Sara VonGillern
Nov 30, 2020
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I am an artist who does mostly freelance and independent contractor work. Stephen is a stand out CPA who has educated me on how best to track my expenses throughout the year which has saved me lots of money come tax season. He is quick to respond to your questions and does a more than thorough job in his explanations. I highly recommend MFA for any of your tax service needs.
Andrew Woodman
Oct 30, 2020
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I’ve known Stephen for many years and have the utmost confidence in him. He is very smart and professional. Stephen helps me with all my tax needs. Super responsive to my tax questions I send in. Uses a digital platform to store documents and notes, which make everything secure and easy. Love the proactive info they send out — I always feel informed and in the know. A+
Wanderbeasts
Oct 18, 2020
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Chris Swainston
Oct 01, 2020
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I first started working with Morris on 1099 freelance taxes. They helped organize and understand all the applicable deductions and write offs that coincide with doing your taxes. Then when I started my own LLC business with my business partner Morris help us get off the ground, managing our books and making sure we had all the proper tax registration and forms in order. Highly recommend working with their team for personal or business tax reasons.
Elsi Eng
Aug 26, 2020
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Wen Rock
Jul 14, 2020
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Stephen is a financial wizard. A few years ago, I was in the largest financial crisis of my life. I was scammed of 80K from a business partner and was 120K in debt with my bank account falling below zero every few days. Stephen helped me redirect my finances and got me out of destitution. I was able to avoid bankruptcy and today I am debt free, own a home, and starting a new business. Stephen is not only the most skilled and knowledgeable in the business, he is also a man with a heart of gold! I highly recommend Morris Financial Advisors for all your financial needs!
