Dan Morrison has been working in taxes for over two decades and is committed to getting the best results possible for every client.
After years of leading tax teams at a large national tax company, he realized he could do better work on his own—with more flexibility, more personal attention, and without the corporate red tape.
Originally from West Virginia, Dan and his wife Terri Ann moved to Florida to enjoy the weather and build something of their own. Today, he serves clients locally in Lehigh Acres and across the country, offering the kind of genuine, one-on-one service that big chains just can't match.

Personal Attention
Clear Communication
Year-Round Support
Honest Pricing
From straightforward personal returns to complex business needs, we've got you covered with professional, personalized service.
Stress-free filing for individuals and families. We maximize your deductions and ensure accuracy.
Comprehensive solutions for small business owners, LLCs, and self-employed professionals.
Accurate, timely payroll management so you can focus on running your business.
Behind on your taxes? We'll help you get caught up and back in good standing.
Year-round guidance to minimize your tax burden and maximize your savings.
Starting a new venture? We'll help you set up your business structure and tax foundation right from day one.
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