Sheila I. Morris, CPA Inc is a boutique CPA firm providing concierge tax services.  We take a proactive approach to tax planning to minimize your tax liabilities and increase your financial position.  We provide you with the tools and expertise to support your financial needs and have a combined experience of more than 40 years in tax and accounting.

We believe that effective tax planning is not a once a year meeting.  We work with you throughout the year and provide personalized services and design tax strategies to maximize your financial health.  Our concierge services include:

  • Preparation of federal and state tax returns.
  • Preparation of Business and Sales Tax returns (if needed).
  • Annual Secretary of State (CA) fling reminders (if needed).
  • Calculations of quarterly estimated tax payments.
  • Mid-year/Year-End tax review including calculation of withholding changes (if needed).
  • Respond to basic IRS and state tax inquiries and letters on your behalf.
  • Provide limited consultations (via email, phone or in our offices) to discuss projections and tax planning.
  • Recommendations for professionals in estate planning, insurance, attorneys, bookkeepers and others.

We believe in a holistic approach to your financial success.  We work with your team of professionals (including investment advisors, attorneys, bookkeepers, etc.) to ensure you have the information and resources you need. 

Tel (818) 905-1040
Fax (818) 905-1047

16133 Ventura Blvd. Suite 260
Encino, CA 91436
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