Client Portal
Client Portal

Chad Morris, CPA

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

Here to help you

This practice was started for small businesses and professionals who want more than bare-bones services from big firms that only reach out at tax time. We’ll partner together directly to build a streamlined system that fits your business, giving you time back to focus on growth and, more importantly, enjoying life.

Services include:

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

  • Tax – personalized tax planning and filing for both businesses and individuals, making sure only what is owed is paid.

  • Strategy – forecasting, planning, and KPI reporting to help business owners make confident decisions.

Schedule an Introduction

Pricing

All services are priced upfront instead of traditional hourly billing. This provides the freedom to reach out with questions or when major financial decisions arise. No surprise bills later.

Location

100% virtual. Cut the commute and collaborate wherever you feel most productive. Zoom is used for meetings, and a simple, secure file-sharing portal makes document exchanges and signatures effortless. Operating virtually makes it easy to work with businesses and professionals across multiple states.

Already a client? Schedule time here

Ready to get started?

1 - Schedule an introduction and fill out a short questionnaire (use the button below)

2 - We'll meet to discuss the services you need.

3 - You'll receive a quote after, and if aligned, I'll invite you to the client portal to begin onboarding.

About Chad

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

I received a degree in accounting 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, valuation modeling, and building automations to simplify operational work.

​I started this practice to bring a combination of deep tax knowledge and technical efficiency 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.

Federal Tax Filing Schedule:

January

  • 1/15: 4th estimated tax payment due for prior year

  • 1/31: File form 1099-NEC and share with contractors

  • 1/31: All annual payroll tax forms shared with employees

February

  • Continue working on document collection & submission to tax professional

March

  • 3/15: S-Corp tax return due (1120-S)

  • 3/15: Partnership tax return due (1065)

  • 3/15: S-Corp election due for current tax year (2553)

October

  • 10/15: Extended individual tax form due (1040)

  • 10/15: Extended estates and trust tax filing due (1041)

  • 10/15: Extended corporation tax filing due (1120)

November

  • 5/15: Extended non-profit tax filing due (990)

December

  • Other less common tax filings

Q1

The dates listed are for general reference, actual deadlines can vary depending on the year. The list is not all inclusive and only captures common federal deadlines.

Q2

April

  • 4/15: Individual tax return due (1040)

  • 4/15: Estimated tax payment due with extension (if expected to owe)

  • 4/15: 1st estimated tax payment for current year

  • 4/15: Estates and trust tax return due (1041)

  • 4/15: Corporation tax return due (1120)

May

  • 5/15: Non-profit/other exempt org tax filing due (990)

June

  • 6/15: 2nd estimated tax payment for current year

Q3

Q4

July

  • Other less common tax filings

August

  • Other less common tax filings

September

  • 9/15: Extended S-Corp tax return due (1120-S)

  • 9/15: Extended Partnership tax return due (1065)

  • 9/15: 3rd estimated tax payment for current year