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The Morrissey Group LLC




The Morrissey Group is a certified public accounting and advisory services firm serving individuals and businesses locally and nationwide.  They focus on working with individuals and business owners to recognize opportunities, avoid pitfalls and improve business performance. Their approach is to provide you with answers and solutions that make life easier.  They clarify the myths and tell you about your possibilities and alternatives. Their offices are located in the historic district of Oregon City.  
 
The Company has more than twenty five years of experience in public accounting. The Firms specialties include business management consulting and tax and financial planning for closely held businesses, individuals, estates and trusts. They respond proactively to the needs of business owners from everyday operational concerns to annual planning and special projects. They have strong interest in integrating technology to maximize financial efficiency and effectiveness and also has established and monitored accounting systems for a wide range of businesses.
 
The Firms tax services include corporate, partnership, all state and local returns, Outside Controllership Services for businesses, Planning for acquisitions, sales, and business transfers, Financial statements and analysis, Accounting software and systems solutions, QuickBooks consulting, Payroll services and also Certified Payroll Reports.
 
The Firm offers individual services which includes Tax planning and preparation, Business succession and estate planning, Eldercare services for individuals and to assist family members, planning for college, retirement, risk, charitable and family transfers.
They also offer fiduciary services which includes Tax services for estates and trusts, Trust administration Planning and consulting.
 
They believe in the power of strong client relationships and getting to know the people they serve. Their guiding principles are the underlying foundation to their success. Their clients are their purpose. They provide an array of financial and tax services that allow their clients to understand their financial position, maintain accounting standards, and set and achieve financial goals.

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