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(630) 762-8600Visit WebsiteMap & Directions440 S 3rd AveSaint Charles, IL 60174Write a Review

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We Will Help You Build A Program That Efficiently Suits Your Business!

General Info
Morrison & Associates Wealth Management is a full-service public accounting firm in St. Charles, IL. The firm was established in 1979 on the theory that by providing our clients with outstanding financial advice, they can make better decisions to reach their financial goals. Our practice concentrates on providing superior service to individuals and small- to medium-sized businesses. Let us help you with: • Accounting and bookkeeping • Payroll processing and direct deposit • Certified QuickBooks Pro Adviser • Business planning • Retirement and estate planning • Insurance services - life, disability, long-term care • Business services - 401(k), SEP and simple IRA plans We also offer tax preparation services for individuals as well as businesses. All tax returns are prepared by our qualified staff holding CPA or Enrolled Agent designations. Tax services including electronic filing: • Individual income tax preparation • Corporate and partnership • Sales and payroll • Estates • Trusts William O. Morrison, Jr. CPA is licensed to service your needs with insurance, mutual funds, stocks, bonds and fee-based money management services. Our approach to helping you achieve financial success is very simple and straightforward, the goal is to develop an investment program best suited to goals as well as risk tolerance. Bill Morrison works side-by-side with investment clients to develop a plan that includes all phases of life from accumulation and wealth management to guaranteed retirement income and lifestyle preservation. He will be able to assess whether your current insurance and investment plans meet your financial goals. Call Morrison & Associates today to start on the road to a secure financial future!
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BBB Rating
A+
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Phone: (630) 786-7098

Services/Products
Securities, Payroll Tax Returns, Payroll Administration.
Payment method
amex, cash, check, debit, discover, master card, visa
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Other Information

Certifications: Certified Public Accountants, Certified General Accountants

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Details

Phone: (630) 762-8600

Address: 440 S 3rd Ave, Saint Charles, IL 60174

Website: http://www.whattax.com

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