After working for one of the largest financial organizations in the world and then working for one of the top tax and estate law firms in Atlanta, Everett Morris wanted to create a practice that would provide tax and legal services that compliment the related disciplines of financial services and wealth management in a client-friendly manner. In late 2013, Everett opened Morris Legal and Tax, LLC. Leaning on his experience as a financial planner, he has created a comprehensive approach to providing legal services that seamlessly weaves the various parts of clients’ financial lives into one coherent strategy, saving the clients a great deal of time and money.
Purpose: To provide quality tax and legal services, as part of a comprehensive wealth management team, to individuals and families. Read why we take the approach that we do.
Mission: To deliver tax and legal services in such an efficient, client friendly manner that clients can spend less time dealing with their tax and legal issues and spend more time enjoying their lives. Read how we execute this mission.
Goal: To satisfy every client so well that they recommend our services to their friends, family members, and business acquaintances. Read how we reach this goal.
Call (404) 328-7300 to schedule a consultation with Morris Legal and Tax, LLC.
