Shalik Morris

Welcome to the Shalik, Morris & Company portal, your one-stop destination for all your accounting, auditing, tax, and business advisory needs. Our firm has been a trusted partner for businesses and individuals for over three decades, providing innovative strategies and effective solutions to help our clients achieve their financial goals.

The Firm

Shalik, Morris & Company is a progressive, full-service CPA firm with a diverse clientele that spans various industries, both public and private. We take pride in our strong relationships with the financial and banking communities, enabling us to assist our clients in identifying and procuring bank financing tailored to their specific needs and goals.

Our firm is composed of a team of innovative accountants, experienced business advisors, and strategic planners who are dedicated to helping you achieve your vision of success. We take a unique business-minded approach to each engagement, combining our strong business skills with our ability to look beyond the numbers to identify opportunities for improvement and develop effective business solutions.

Services

At Shalik, Morris & Company, we offer a broad range of professional services designed to meet the varying needs of our clients. These services include:

• Auditing & Accounting: We provide comprehensive auditing and accounting services, including financial statement audit, review, and compilation, as well as bookkeeping and payroll services.
• Retirement Planning: Our team of experts can help you plan for your retirement, ensuring that you have sufficient financial resources to enjoy your golden years.
• Forensic Services: We offer forensic accounting and investigation services to help our clients uncover financial fraud, embezzlement, and other white-collar crimes.
• Mergers & Acquisitions: Our team can assist you in buying or selling a business, providing valuation, due diligence, and negotiation services.
• Tax Planning & Compliance: We offer comprehensive tax planning and compliance services, including individual and business tax return preparation, tax planning and consulting, and representation before tax authorities.

Industries

Shalik, Morris & Company provides specialized services to a diverse range of industries, including:

• Apparel
• Employee Benefit Plans
• Wealth Preservation
• Franchises
• Ground Transportation
• Manufacturing
• Non-Profits
• Professional Services Firms
• Real Estate & Construction
• Camps
• Health Care

Partners of Counsel

Our firm's partners of counsel are experienced professionals who have expertise in specific areas of accounting, tax, and business advisory services. They work closely with our team to provide our clients with the most comprehensive and effective solutions possible.

Innovative Strategies. Effective Solutions

When you choose Shalik, Morris & Company, you are choosing a firm that is committed to providing innovative strategies and effective solutions that are tailored to your unique needs. We approach each engagement from both a business and a technical perspective, enabling us to identify opportunities for improvement and develop effective business solutions.

Our partners are personally involved in all areas of client service, working with you every step of the way. We take the time to understand your business, allowing us to tailor our comprehensive services to your specific needs.

At Shalik, Morris & Company, we are a well-regarded company that is respected in the financial and banking communities. We are a valuable resource to our clients, assisting them in identifying and procuring bank financing tailored to their specific needs and goals. With our diverse client base, strong business skills, and personalized service, you can be confident that we will take your business as seriously and personally as you do.