Summer Morris CPA

Boutique tax and accounting services for S corporation business owners

Summer Morris · CPA, Founder · Santa Rosa, California, United States

CPA

3

Services

Santa Rosa, California, and remote clients nationally

Service area

About Summer Morris CPA

Summer Morris CPA operates as a boutique tax and accounting firm based in Santa Rosa, California, specializing in serving S corporation business owners and small business entrepreneurs. Summer Morris, CPA, and her team offer QuickBooks Online monthly accounting for established business owners seeking accurate financial records and reliable reporting. Additional services include income tax preparation and advisory planning for both business and personal taxes, on-demand accounting support for clients requiring specific guidance, Power of Attorney services for direct communication with the IRS and California tax agencies, QuickBooks training and business coaching, and clarity services including acquisition due diligence and intensive financial strategy sessions. The firm emphasizes personalized attention and clear communication, helping business owners understand their financial positions and make confident decisions. Available Tuesday through Thursday from 1 to 6 PM PST, Summer Morris remains accessible for client needs with email response within 48 hours. The firm serves clients nationally and internationally with specialized expertise in S corporation tax strategy and bookkeeping support for growing businesses.

Services

Industries Served

Team & Leadership

SM

Summer Morris

CPA, Founder · CPA

EM

Ella Moncano

Team Member

SA

Stephanie Abuda

Team Member

HE

Hazelyn Evangelista

Team Member · CPA

PM

Paul Manalang

Team Member · CPA

Get in Touch

Visit Website+17073180410EmailLinkedIn Profile

Contact Summer Morris CPA

At a Glance

Credentials: CPA

Languages: English

Serves: Santa Rosa, California, and remote clients nationally

Location

Santa Rosa, California

United States

View all professionals in Santa Rosa