Advise RE

Advise RE is absolutely the best CPA/Tax Consultancy out there! I needed to find a savvy firm that is well versed in Real Estate investments (as I own in multiple states), several entities, investments/stocks & businesses. Their team is as knowledgeable as it gets with all the latest Tax laws in California (as well as other states & internationally), the owner Stephen & his partners have multiple certifications and have been able to answer all my questions. They are efficient in finishing your taxes in the

I have been working with Stephen for the past 2 years and I only wish I found him earlier! Stephen and his team have helped me with all my personal and business taxes. Unlike other accountants that only file taxes, Stephen gives great tax advice and strategies. His firm knows what it takes to run and scale a business, which really has helped me. If you are looking for a CPA that knows about the latest tax strategies and how it can be applied to your personal/business taxes then Stephen can't be beat.

My wife and I each run our own small business, and we have been happily working with Stephen and his team for over 5 years - with services ranging from tax preparation to part time ?CFO?-esque responsibilities when needed. Stephen knows his stuff, and has always struck an amazing balance between being friendly and personable in helping wrap our heads around myriad complex financial topics, while also being willing to be blunt and candid when it comes down to helping to make the right decisions for our busin

Working with Diana, and the rest of the AdviseRE team, has been an absolutely wonderful experience. I have no regrets with switching to their firm from my previous CPA firm, and would definitely recommend working with her and her team! I am an investor by profession and invest across a few different asset classes, so my tax needs are a bit more complicated than average. Beyond having someone (Diana) that is very knowledgeable and incredibly responsive, I really value someone that is strategic in their thou

I first started working with Morris on 1099 freelance taxes. They helped organize and understand all the applicable deductions and write offs that coincide with doing your taxes. Then when I started my own LLC business with my business partner Morris help us get off the ground, managing our books and making sure we had all the proper tax registration and forms in order. Highly recommend working with their team for personal or business tax reasons.

I am an artist who does mostly freelance and independent contractor work. Stephen is a stand out CPA who has educated me on how best to track my expenses throughout the year which has saved me lots of money come tax season. He is quick to respond to your questions and does a more than thorough job in his explanations. I highly recommend MFA for any of your tax service needs.

Stephen and his team are great to work with. If I need help with any tax related issues my go to is Stephen. His experience in real estate is a big plus for me- being in the field. But seriously- if you need a knowledgeable CPA go find Stephen- if you have tax questions find Stephen, real estate questions- find Stephen- bookkeeping; where to go for sushi- call Stephen!

Stephen Morris and his team have been our tax service providers for 8 years. They are detail-oriented, reliable, and highly professional experts in their field. 10 out of 10 we recommend.

Morris Financial Advisors is a business you can trust! They are friendly, no non-sense professionals with great communication and response rate. They are my go to people for all my tax needs year after year. Thank you for making my life so much easier!

Stephen is a financial wizard. A few years ago, I was in the largest financial crisis of my life. I was scammed of 80K from a business partner and was 120K in debt with my bank account falling below zero every few days. Stephen helped me redirect my finances and got me out of destitution. I was able to avoid bankruptcy and today I am debt free, own a home, and starting a new business. Stephen is not only the most skilled and knowledgeable in the business, he is also a man with a heart of gold! I highly reco

Stephen is extremely knowledgeable and has helped me with some very strange tax scenarios. He is great to work with and is very professional. I trust Morris Financial Advisors wholeheartedly and will never go back to an online tax software.

I?ve known Stephen for many years and have the utmost confidence in him. He is very smart and professional. Stephen helps me with all my tax needs. Super responsive to my tax questions I send in. Uses a digital platform to store documents and notes, which make everything secure and easy. Love the proactive info they send out ? I always feel informed and in the know. A+

Professional, competent, easy to deal with- I highly recommend Morris Financial Advisors. This review is re their accounting services for which I?m beyond satisfied. Highlights: ?????Linked to MFA via professional referral ?????Accessible, timely, consistent communication with the entire team ?????Dynamic for intro & implementation of latest, time & money saving methods available ?????Detail-oriented, reliable, fair price ?????Bonus points for business tips It?s worth mentioning the contribution from the

Stephen and Diana are very professional and knowledgeable in what they do. I needed help dealing with depreciation for my rental and Stephen counseled on a solution. During the tax return review, Diana was very thorough in explaining each line item on the return and addressed all my questions and concerns. Thank you Stephen and Diana!

As a new business, Morris Financial Advisors have been so helpful in getting us set up. They were readily available and were great at taking us through things step by step. I would highly recommend them. Thank you and such a pleasure having you guys work with us!

I am SOOO LUCKY to be working with Diana and the AdviseRE team. They help me with both personal and corporate taxes. Communication with Diana and her team is quick and efficient. It used to be at least 10-14 business days before I heard back from my previous CPA, but it is NOT the case with Diana/AdviseRE. She is timely, knowledgable, and responsive. Also, Diana took time out of her busy day to meet with myself and my financial advisor for tax planning and forecasting. I've referred several friends to her

Morris Financial Advisors is a very professional firm who has provided us PPP loan application information timely, with their information and help we got an opportunity having PPP loan approval from SBA. Our hotel will definitely survive during this COVID-19 pandemic! Morris Financial takes care of customers very carefully, they are willing to go extra miles for their customers always. I would like to recommend my friends to have service from Morris Financial Advisors.

I Have been with Morris Financial Advisors for 5 years now, and have always had a great experience. Professional and very communicative. Took care of all my tax needs. Highly recommend!

Stephen is the absolute best. I am an independent contractor and he knows exactly how to help me with my millions of intricate details. He is so patient and fun, really brings a personable feel to accounting. He is so knowledgeable and really knows how to explain things on a simple level. So recommended!!

We?ve been with Stephen and his team for a few years now. They have always been helpful and responsive to our questions, replying in a manner that is easy to understand for non-tax experts. Reliable and professional, highly recommended!

Stephen and his team guided us through incorporation, two rounds of venture fundraising, and our first years of revenue. He really taught us how to think like business owners and gave us a great structure to work with going forward. His team is also very on point, and ANNE IS THE BEST!

It has been a couple years working with Stephen and he has always been helpful and responsive to our concerns and questions. Knowledgable and always on top of the information that we need. Easy to work with and we couldn't ask for someone better to work with for our finances. We definitely recommend Stephen and his team!

I've been looking for a tax firm to help prepare my taxes since I've been preparing them on my own. I decided to go with this firm, and I was pleasantly surprised. They were quick to answer all my questions and prepare my return. They are also really easy to speak with. I plan on working with them again in the future.

Morris Financial is my go-to source for real-estate investing and financial consulting. They?re easy to work with along with being very knowledgeable and efficient. 5 stars!

Stephen and Team are super organized , they?ve done my business and personal taxes for a couple years and are super efficient and tech savvy so uploading files to them are quick and painless. They give you a pdf so you always have on fike

First year of income through online made me so confused even after googling tax related stuff for hours on end. I finally took the plunge and was so glad that I went to a professional. Now, I'm much better equipped on what I can do next year to save money! Online hustlers take note! Don't risk getting audited and visit a CPA !

Got a letter about a tax lien and totally panicked. I didn?t even know what it meant. These advisors helped me understand what was going on and came up with a plan so I didn?t lose my property. They talked to the right people and handled a bunch of the paperwork I didn?t know how to deal with. Super professional and didn?t judge me at all. Still got stuff to pay off but at least I?m not in the dark anymore. Wish I found them sooner.