Morris Legal & Tax

At Morris Legal and Tax, LLC, we understand that navigating the complex and rapidly changing landscape of tax and estate law can be overwhelming. That's why we're dedicated to providing comprehensive and personalized legal services to individuals, families, and businesses in the Atlanta area. Our experienced and knowledgeable team is committed to delivering exceptional results and unparalleled client service.

Our People

Our team is comprised of highly qualified and experienced professionals who are passionate about their work. Our managing partner, Everett Lee Morris, IV, is a certified public accountant with an MBA and a JD from Georgia State University. With extensive experience in the financial services industry, he has created a comprehensive approach to providing tax and legal services that seamlessly weaves together various aspects of clients' financial lives. His expertise in tax law, estate law, and business planning law has earned him numerous awards and recognition in the industry.

Services

Our services are designed to cater to the diverse needs of our clients. We offer a wide range of services, including:

• Estate Planning: Create a comprehensive estate plan that ensures the protection of your assets and the security of your loved ones.
• Tax Return Preparation: Accurately prepare and file your tax returns, minimizing your tax liability and ensuring compliance with tax laws and regulations.
• Asset Protection: Identify and protect your assets from creditors, lawsuits, and other potential threats to your financial security.
• Business Formation: Start and grow your business with the guidance of our experienced business formation experts.
• Probate Administration: Navigate the complex process of probate administration with the support of our experienced probate attorneys.
• Tax Controversy: Resolve tax disputes and controversies with the Internal Revenue Service (IRS) and other tax authorities.
• Tax Planning: Develop a tax strategy that minimizes your tax liability and maximizes your financial savings.
• General Counsel: Receive ongoing legal counsel and guidance on all aspects of your business or personal life.
• Legal Consulting: Receive expert legal advice on business, estate, and tax-related matters.

Our Unique Approach

At Morris Legal and Tax, LLC, we understand the importance of having a comprehensive approach to tax and estate planning. That's why we take a holistic approach to our clients' financial lives, combining our expertise in tax law, estate law, and business planning law to create customized solutions that meet our clients' unique needs. Our team is dedicated to delivering exceptional results, unparalleled client service, and a personalized experience that keeps our clients at the forefront of our minds.

Firm Overview

Everett Morris, our managing partner, conceived Morris Legal and Tax, LLC with the goal of providing tax and legal services that complement the related disciplines of financial services and wealth management. With his extensive experience in the financial services industry and as a financial planner, he has created a comprehensive approach to providing legal services that seamlessly weaves together various aspects of clients' financial lives, saving them time and money.

Firm Values

At Morris Legal and Tax, LLC, we are committed to the following values:

• Providing exceptional client service
• Delivering tailored solutions that meet our clients' unique needs
• Maintaining the highest level of professionalism and integrity
• Continuously educating ourselves to stay up-to-date with the latest developments in tax and estate law
• Building long-term relationships with our clients and partners

Contact Us

To learn more about our services or to schedule a consultation with our experienced attorneys, please visit our contact page.