Accounting and tax preparation can be a daunting task, filled with questions, a complex tax code, and potential missed opportunities. We specialize in understanding your needs, turning complexities into simplicity, and developing personalized strategies that ensure you keep more of what you earn.
Experience clarity, peace of mind, and a brighter financial future by trusting us with your tax and accounting needs.
Josh Morris, CPA, PLLC is a full-service accounting and consulting firm serving clients throughout Oklahoma virtually across the US. We are dedicated to providing our clients with personalized services and guidance in a wide range of financial and business needs.
About the Founder
Josh Morris, CPA/PFS, CFP®
Founder
As a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and CERTIFIED FINANCIAL PLANNER® Professional, Josh has been providing clients personalized financial planning, tax, and accounting services throughout the greater Oklahoma City, OK and Dallas, TX areas since 2009.
Josh grew up in the Mustang, OK area and graduated Summa Cum Laude from Oklahoma Christian University, receiving a Bachelors of Business Administration in Accounting. In 2009, he began his career with Ernst & Young (“EY”), one of the Big 4 accounting firms where he specialized in working with high-net-worth individuals and their closely held businesses. In 2012, Josh transitioned into wealth management and has served as a tax planner and financial advisor for multi-family offices, single family offices, a boutique RIA, and a tech start-up.
In each of these roles, Josh reviewed the tax returns prepared by other accountants and helped correct them before they were filed, sometimes saving clients hundreds or thousands of dollars. Seeing these underserved families, he launched the firm to help better serve clients with additional complexity to ensure that returns adequately reflected the historical transactions and to provide tax planning strategies to reduce taxes paid over their lifetime.
With continued training and expansive tax knowledge from his previous experience, Josh is equipped to handle all of your tax and accounting needs, no matter how simple or complex. Whether you require assistance at the business or personal level, he is ready to serve as your accountant and tax advisor.