Reviews

I first contacted and met with Mr Morris in August 2016. For a $2500 retainer he agreed to assist me with corporate books and an Asset Purchase and Lease agreements. He did prepare the documents for signature by the agreed-upon timeframe. However, getting the signed documents, my corporate book, and any type of accounting for my retainer fee has been a 6-month-long ordeal. Numerous phone calls and emails went unanswered; visits to his office were not productive nor did they result in his attempting to contact me on getting these. They finally sent me some of the signed documents and the corporate books 5 months later, but two of the signed documents are still missing. Six months after the completion of the work, I finally received a vague, slapped-together "invoice" (not the actual accounting that I asked for) which bills me for an additional $273. And they claim they "no longer have" the two missing signed documents.

Mr. Morris assists me with tax planning for my local business. His insight and management of all my financials has been extremely beneficial to my business and has also enabled me to spend more time working and less time dealing with the financial details. He returns all of my calls and cares about seeing my business succeed. I would highly recommend him.