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Morris Legacy Law, PC (formerly Morris Law Group, PLC)

Morris Legacy Law, PC (formerly Morris Law Group, PLC)

Reviews Summary

The majority of reviews are highly positive (mostly 5-star), praising the attorney's expertise, clear explanations, and professional service in estate planning and trust creation. Many highlight the ongoing support and responsiveness. One negative review cites misrepresentation in a past case, but this appears isolated among overwhelmingly favorable feedback. The firm's educational materials and staff professionalism are frequently commended.

About This Listing

Business Consulting
Tax Planning
Entity Structuring
Estate and Trust Tax
High-net-worth Individuals
Real Estate
Professional Services
Complex Situations

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Tax Planning
Entity Structuring
Estate and Trust Tax
High-net-worth Individuals
Real Estate
Professional Services
Complex Situations

Contact Information

Address

5137 Golden Foothill Pkwy #110

El Dorado Hills, California 95762

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I had meetings with 3 other attorneys prior to selecting David to create my family?s Trust. David impressed me from the beginning with his Estate Planning knowledge, especially being able to explain the options for us to make the appropriate decisions for my family. His online videos were helpful in reinforcing our knowledge. He and his staff where so professional, accountable, and reliable in responding to all questions via phone, email and zoom calls. They all are so friendly and dedicated. He guided us t

I used the services of David R. Morris Attorney and Counselor at Law, in November of 2017, for updating my mothers trust. I had many questions regarding the legal aspects of her finances, for her care and the best way to proceed to secure her investments. Our first first meeting, David was professional, knowledgeable, and took his time to ensure I had the understanding and answers to every question. A new trust was drafted, with everything he had told me, included in the documentation. In the final letter,

My husband and I recently worked with Dave Morris to create a Trust for our family. I appreciated watching his videos before our first meeting so I could familiarize myself with the legal terms and general process of creating a Trust. Dave is incredibly knowledgeable in his field of work and explained everything so well to us. My favorite part about working with Dave is that this will be continuous relationship moving forward to keep our Trust up to date- we can call or email at any time to add our amendmen

My husband and I used David Morris Law to set up our trust recently. I feel so much better knowing that we have This set up. He made this process very clear and went through every part of the trust so that we had a complete understanding of all the elements. Additionally, knowing we can contact him at any time with any issues we have relating to our trust gives me peace of mind. Highly recommend!

I would never go to this attorney. He misrepresented me in my family case back in 2010 . We are currently in divorce proceedings. I am from a different country and I used to speak minimal English. I was married to my spouse back in my home country prior to Premarital agreement. In 2010, I ended up coming to USA and my spouse forced me to enter into Premarital agreement.(Agreement before marriage) I was not aware as to how this PMA works as I was just 5 days new to the country? In 2010, David Morris drafte

Estate Planning? Look no further! My Husband and I found Morris Law Group through David Morris' educational videos on family trusts. After watching the videos many of our qestions were answered and the process was much more clear. David Morris is a pleasure to work with. He is knowledgeable, understanding, and concise. Our trust was completed to our satisfaction in a very timely manner. We were assured that should we require any changes to our trust or if we have any questions in the future Morris Law

We went to Dave Morris for a Family Trust. At our first complimentary consultation, I was armed with my own research and loads of questions. Dave answered them all fully and patiently. When it came time to review the final document, Dave went through it page by page and answered further questions to our complete satisfaction. He has made himself available for questions by phone or email. I recommend him highly.

Extremely satisfied with the way our estate documents were initiated and finalized. Dave was very knowledgeable and easy to work with. I highly recommend him and his law firm.

Don't normally post google reviews but saw the prior 1-star and had to share our experience. We used David for both our family trust and for business contracts. He's been great, accurate and when he doesn't know something he tells us. Also knows when to recommend another specialist. Will continue to use....

I only have one thing to say about the Morris law group fantastic! It's been wonderful working with them. Cherish, the legal secretary there is not only proficient and her job she's gone above and beyond to help me make multiple change in my trust. A big thank you for everything you have done.

They did a great job on my estate plan. Highly recommend!

An excellent professional experience in all aspects.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.