Looking For A New Tax Advisor,
Let Us Help!
We are here to help you navigate the complexities of tax planning, preparation, and financial strategies. Whether you're an individual or a business, our dedicated team of experts is ready to assist you in reaching your financial goals.
Receive 20% OFF First Year's Filing!
David Petre
Senior Tax Advisor/Enrolled agent
With 25 years of individual, estate, trust, and business tax preparation experience, I’m excited for the opportunity to serve you. Although I work diligently to guide individuals and businesses with the preparation of their tax returns, I am also available year-round to help serve all your tax needs. It is our mission to provide solutions that place more money in our client's pockets through sound strategic, financial, and tax planning concepts. Come see me today!
Alison Morris
Independent Financial Advisor
Get the most
From Your Tax Refund!
Why Choose Us?
- Experienced Professional: Over 25 years of experience providing expert tax services.
- Comprehensive Tax Solutions: : Personal, business, and estate tax services tailored to your needs.
- Maximize Refunds: We work with you to claim every deduction and credit you're entitled to.
- Tax Planning & Strategy: Plan for the future with smart tax strategies that minimize liability.
- Year-Round Support: Not just for tax season – we’re here to support you year-round.
Our Services include
Individual & Family Tax Preparation • Business Tax Returns & Consulting • IRS Representation & Audit Support • Tax Planning & *Advisory Services • *Retirement & Financial Planning • *Investment Management
Receive 20% OFF First Year's Filing!
Stay in Touch
1617 W. Bogart Rd., Ste. 5
Sandusky, OH 44870
Disclaimer
* Services provided through DBA, Morris Financial Services LLC. Securities and variable insurance products offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Visit www.brileyfin.com/capabilities/wealth/ disclosures for additional disclosures. Morris Tax Services LLC is not affiliated with B. Riley Wealth nor with any of its affiliates. B. Riley Wealth Management, Inc. and its affiliates are not in the business of providing tax or legal advice.