Craig Morris

Our Mission

At Craig Morris & Company, we empower individuals and businesses to achieve financial success and peace of mind through personalized, results-driven accounting and financial services. We prioritize close client relationships and understand the unique needs of each client, forging partnerships to achieve lasting financial growth and security.

Who We Are

Founded in 1981, Craig Morris & Company is a trusted and experienced accounting firm serving Syosset, New York, and beyond. Our team comprises dedicated professionals with extensive expertise in accounting, tax planning, and financial consulting. We are committed to providing exceptional client service, leveraging our in-depth knowledge and industry expertise to address your specific financial challenges.

Our Values

Our core values guide everything we do:

• Client Focus: We prioritize understanding your individual needs and goals to provide tailored solutions.
• Integrity: We adhere to the highest ethical standards and maintain absolute confidentiality.
• Efficiency: We work diligently to deliver timely and accurate results.
• Communication: We believe in clear and open communication, ensuring you are fully informed and involved in every step of the process.
• Professionalism: We maintain a high standard of competence and integrity in all our interactions.

Our Services

We offer a comprehensive range of services to individuals and businesses across diverse industries:

Business Services

• Audits, reviews, and compilations
• Employee benefit plans
• Strategic business planning and financial consulting
• Cash flow management and bank financing
• Business valuation and forensic accounting

Individual Services

• Personal financial planning and wealth management
• Tax preparation and planning
• Tax problem resolution and IRS audit representation

Technology & Expertise

Beyond technical expertise, we leverage innovative technology to streamline our processes and enhance communication. We are proficient in QuickBooks accounting software and other industry-leading tools to ensure efficiency and accuracy in every engagement.

Our Commitment

At Craig Morris & Company, we are dedicated to exceeding your expectations and building lasting relationships with our clients. We are committed to providing exceptional client service, delivering impactful results, and exceeding your financial goals.