About The Owner

Dan Morrison

Dan has been working in Taxes for over two decades and prides himself on getting the best results possible for his clients.  From years working and leading in tax work for a large nameless corporate tax company, Dan decided he could do better work for his clients independently and now manages a wide variety of tax and business service needs.   

He is a native of West Virginia but longtime resident of Florida.  He and his wife Terri Ann both moved south to enjoy Florida’s beautiful weather and build a business that provides genuine and personalized service to the local business owners or individuals of Lehigh Acres and the surrounding areas.   

Mission Statement

To provide the highest quality service to the individuals and small business owners that could benefit from our services. 


  • To ensure our tax client receive every possible deduction and credit they are entitled to
  • We strive to provide honest, trustworthy, responsible, and caring service to each client based on his or her personalized needs
  • To become their one stop business solution in the 50 states by providing income taxes, bookkeeping, payroll service, business credit, and forming business entities.