Client Portal
Client Portal

Chad Morris, CPA

Modern accounting, tax, and strategy for service-based businesses and independent professionals.

How I Can 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, tailored to each client:

  • Tax Filings – for both business and personal returns, making sure only what is owed is paid.

  • Strategy – forecasting and planning to help owners make confident decisions.

  • Virtual Accounting – keeping books up to date using efficient, cloud-based tools + coaching and oversight for clients who wish to maintain their own records.

Book an Intro Meeting

Pricing: I use upfront, fixed pricing instead of traditional hourly rates. Your fee is tailored to your situation and adjusted as needs change. This gives you the freedom to reach out whenever you have questions or when major financial decisions arise, without worrying about surprise bills later.

About Chad

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

I received my accounting degree from Florida State, and later, a Master's in accounting 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 effectiveness to small businesses and individuals. When you work with me, you'll get someone who understands modern, cloud-based tools available to simplify your accounting, streamline compliance, and help you move forward financially with confidence.

Outside of work, I enjoy swimming, backpacking, golf, the Jacksonville Jaguars, Waffle House All-Star Specials, sporting a mustache, and time with family & friends.