EXPERT TAX AND ACCOUNTING SOLUTIONS
Your trusted partner in tax preparation, planning, and outsourced accounting.
EXPERT TAX AND ACCOUNTING SOLUTIONS
Your trusted partner in tax preparation, planning, and outsourced accounting.
About Leone & Morris
Our Expertise
At Leone & Morris, we specialize in delivering accounting and tax solutions that are technically sound, strategically focused, and tailored to each client’s circumstances. Our expertise spans individual taxation, closely held businesses, and growing enterprises that require thoughtful planning, accurate reporting, and proactive guidance. We combine deep technical knowledge with real-world experience to help clients navigate complex tax rules, maintain compliance, and make informed financial decisions with confidence.
Our Services
Our services are designed to support clients at every stage. Whether you need dependable compliance support, forward-looking tax planning, or ongoing accounting infrastructure.
We provide:
- Comprehensive tax preparation for individuals and businesses
- Strategic tax planning focused on long-term outcomes
- Outsourced accounting and bookkeeping services
- Support with tax notices, inquiries, and audits
Each service is delivered with attention to detail, clear communication, and a focus on practical results.
Our Approach
We believe effective accounting and tax work starts with understanding, not assumptions. Our approach is consultative, proactive, and highly responsive. We take the time to understand your goals, explain your options clearly, and provide guidance that aligns with both compliance requirements and broader financial objectives.
Clients work with us because they value transparency, consistency, and a firm that treats their financial matters with care and precision.