Morrison & Associates Wealth Management is a full-service public accounting firm in St. Charles, IL. The firm was established in 1979 on the theory that by providing our clients with outstanding financial advice, they can make better decisions to reach their financial goals. Our practice concentrates on providing superior service to individuals and small- to medium-sized businesses.
Let us help you with:
? Accounting and bookkeeping
? Payroll processing and direct deposit
? Certified QuickBooks Pro Adviser
? Business planning
? Retirement and estate planning
? Insurance services - life, disability, long-term care
? Business services - 401(k), SEP and simple IRA plans
We also offer tax preparation services for individuals as well as businesses. All tax returns are prepared by our qualified staff holding CPA or Enrolled Agent designations.
Tax services including electronic filing:
? Individual income tax preparation
? Corporate and partnership
? Sales and payroll
? Estates
? Trusts
William O. Morrison, Jr. CPA is licensed to service your needs with insurance, mutual funds, stocks, bonds and fee-based money management services. Our approach to helping you achieve financial success is very simple and straightforward, the goal is to develop an investment program best suited to goals as well as risk tolerance. Bill Morrison works side-by-side with investment clients to develop a plan that includes all phases of life from accumulation and wealth management to guaranteed retirement income and lifestyle preservation. He will be able to assess whether your current insurance and investment plans meet your financial goals.
Call Morrison & Associates today to start on the road to a secure financial future!. Accounting|Accounting Practitioners|Bookkeeping|Business Financial Planning|CPAs|Enrolled Agents|Fee-Based Asset Management Services|Fee-Based Financial Planning|Fixed Annuities|Investment Planning|Mutual Funds|Payroll|Qualified retirement Plans including: 401(k) Plans,SEPs,SIMPLE Plans,IRAs,Roth IRAs,College Planning and Saving,Long Term Care Insurance,Life Insurance,Disability Income Insurance,Business Ownership Succession|QuickBooks Certified|Retirement Planning,Business Ownership Succession,Financial Review|Stock/Bonds|Variable Annuities