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.