HB Morris Financial Services LLC

The Best Tax Planning is Year Round

Tax preparation (show on map)

5.0

★★★★★

8 reviews

Vancouver, WA-based tax and accounting firm offering year-round bookkeeping, tax preparation, and professional tax consultation.

Call (360) 687-3154

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About

HB Morris Financial Services LLC is a Vancouver, WA-based firm specializing in tax preparation, accounting and bookkeeping, income tax services, and professional tax consultation. The firm is led by Helen Beth Morris, who holds Enrolled Agent status from the U.S.

Treasury, a Licensed Tax Consultant credential from Oregon, and an MBA from Santa Clara University. With over 25 years of experience, the firm offers year-round financial planning and bookkeeping services for businesses and individuals.

Over 25 years of experience

Enrolled Agent and Licensed Tax Consultant credentials

Year-round bookkeeping services

Professional, personable, and responsive service

Services

Tax Preparation

Professional tax preparation and filing services for individuals and businesses.

Year-Round Bookkeeping

Experienced bookkeeping services for businesses in Vancouver, WA.

Professional Tax Consultation

Consultation with experienced tax consultants for tax preparation and filing.

Accounting and Bookkeeping

Comprehensive accounting and bookkeeping services for businesses.

Income Tax Services

Income tax preparation and filing services.

Credentials & Certifications

Enrolled Agent (EA)

Since 1999

Licensed Tax Consultant (LTC)

Since 2004

MBA in Finance

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is an Enrolled Agent (EA)? +

An Enrolled Agent is a tax professional licensed by the U.S. Treasury who can prepare and file tax documents, communicate with the IRS, and represent taxpayers in IRS matters.

What is a Licensed Tax Consultant (LTC)? +

The highest rank Oregon gives to its tax preparers, requiring annual renewal and continuing education.

Do you offer year-round bookkeeping services? +

Yes, HB Morris Financial Services LLC provides year-round bookkeeping for businesses in Vancouver, WA.

What areas do you serve? +

The firm serves the Vancouver, WA area.

How can I contact HB Morris Financial Services LLC? +

Call (360) 687-3154 or fill out the contact form on the website.

What are the office hours? +

Tuesday through Thursday, 10:00 AM to 3:00 PM. Closed Sunday, Monday, Friday, and Saturday.

Do you offer tax planning for life events? +

Yes, the firm helps with tax planning for events like buying/selling property, marriage, having children, or switching jobs.