Small Business

Small businesses and their owners all face their own sets of challenges.  At Morrison & Associates Wealth Management we work with our small business clients build a program that most efficiently suits their needs so that the focus can be concentrated on what’s most important:  The Success of the Business.

The following is a summary of some of the products and services that are available to our business clients:

    Accounting
  • Bookkeeping
  • Payroll
  • Financial Statements

    Tax Services
  • Corporate Tax
  • Partnership Tax
  • Payroll & Sales Tax

    Investments
  • Group Retirement (401k, 403b)
  • IRA (Traditional, Roth, SEP, Simple)
  • Education Funding
  • Fee-based Asset Management
    Insurance
  • Individual & Group Health
  • Key Person Insurance
  • Executive Life & Disability
  • Business Overhead Expenses

    Consultation Services
  • Employee & Executive Benefits
  • Insurance & Financial Reviews
  • Business Succession
  • Business Valuation & Sale
  • Tax Management
  • QuickBooks Pro Advisor