Business Details
45 Years
experience
Trusted Accounting Services in Syosset, NY
Craig Morris is a client-focused CPA firm dedicated to solving personal and business financial concerns through personalized solutions. Since 1981, we have built our practice on the principles of customer intimacy, cultivating long-term relationships, and delivering tailored financial services. Our firm operates with the understanding that every client has unique needs, which we address through close collaboration and in-depth knowledge of individual circumstances. We specialize in audits, tax planning, business valuations, and financial consulting, serving clients in Syosset, New York, and nationwide. Our commitment to excellence is reflected in our dedication to providing support that maximizes the value of our services.With licenses in New York and Florida, we combine versatility and efficiency to address a wide range of financial challenges. Our team prioritizes transparency, ethical practices, and clear communication to ensure client satisfaction. We offer free initial consultations to help clients identify the most effective financial strategies. Our experience spans decades, allowing us to deliver expert guidance in accounting, tax compliance, and business advisory services. At Craig Morris, we strive to be a trusted partner in achieving financial success for individuals and businesses alike.
Services
Audits, Reviews, Compilations
Tax Preparation
Business Valuation
QuickBooks Services
Succession Planning
Details
- Year established: 1981
Highlights and features
- We offer over 40 years of experience in accounting and financial consulting.
- We provide personalized solutions tailored to your unique financial needs.
- Our team consists of licensed professionals in New York and Florida.
- We prioritize long-term relationships and customer intimacy over transactions.
- We offer free initial consultations to identify optimal financial strategies.
Services
Audits, Reviews, Compilations
Our firm provides comprehensive audit, review, and compilation services to ensure financial accuracy and regulatory compliance. We work closely with businesses to assess financial health, identify risks, and improve reporting standards. These services are tailored to meet the specific needs of each client, whether for regulatory requirements or internal decision-making.
Tax Preparation
We offer expert tax preparation services for individuals and businesses, ensuring compliance with federal, state, and local tax laws. Our team stays updated on evolving tax regulations to maximize deductions and minimize liabilities. Clients receive personalized guidance to navigate complex tax scenarios with confidence and efficiency.
Business Valuation
Our business valuation services help clients determine the fair market value of their companies for mergers, acquisitions, or succession planning. We use industry-standard methodologies to analyze financial performance, market conditions, and growth potential. This service provides critical insights for strategic decision-making and financial planning.
QuickBooks Services
We provide QuickBooks setup, training, and support to streamline financial management for small businesses. Our services include system configuration, data migration, and customized reporting to enhance efficiency. Clients gain the tools and knowledge needed to manage day-to-day accounting tasks effectively.
Succession Planning
Our succession planning services assist business owners in developing strategies for smooth leadership transitions. We address tax implications, ownership transfer, and continuity planning to preserve business value. This service ensures long-term stability and protects the legacy of the organization.
Questions
What accounting services do you offer?
We provide audits, tax preparation, business valuations, QuickBooks support, and succession planning for individuals and businesses.
Are you licensed to practice in multiple states?
Yes, our firm is licensed in New York and Florida, serving clients locally and nationwide.
Do you offer free consultations?
Yes, we provide free initial consultations to help clients identify the best financial strategies for their needs.
How long have you been in business?
Craig Morris & Company has been serving clients since 1981, offering over four decades of accounting expertise.
Can you assist with tax problems?
Yes, we help resolve IRS audits, tax delinquencies, payroll tax issues, and innocent spouse relief cases.
What industries do you specialize in?
We specialize in aviation, nonprofit organizations, franchises, wholesale distribution, and individual financial planning.
