Strategic Tax & Accounting for Business Owners and Established Professionals
Proactive tax planning, accurate financial reporting, and year-round advisory support.
Formerly Morris & Morris, CPAs, we have served Bay Area individuals and businesses since 1961. Our team provides personalized accounting, tax, and advisory services designed to bring clarity, confidence, and strategic direction to your finances — so you can focus on growing your business and building your future.
WHY CLIENTS CHOOSE US
Our Leadership & Experience
Located in the Watergate Towers in Emeryville CA, MORRIS & ASSOCIATES has partnered with individuals and businesses in the Bay Area, delivering reliable financial expertise with a personal touch. We make accounting and tax services easy to understand, efficient, and aligned with your goals. ​​​​​​
​
With over 30 years of accounting and tax experience each, Andy and Haideh bring decades of technical expertise and trusted advisory support to Bay Area businesses and individuals. Andy, a Certified Public Accountant, has guided clients through complex tax matters, business growth, and regulatory changes with steady, experienced judgment.
Jenn Pang, CPA, recently joined the firm’s leadership team, adding a contemporary advisory perspective shaped by her experience overseeing accounting operations for high-growth technology companies. She has directed financial reporting, enhanced internal controls, and managed tax compliance for scaling organizations — equipping her with a practical understanding of the challenges business owners face as they expand. Her background strengthens the firm’s established tax practice with operational insight and hands-on experience supporting ambitious companies.
Together, our leadership team blends decades of technical tax knowledge with real-world business acumen. We go beyond compliance work to help business owners build strong financial infrastructure, improve decision-making, and position their companies for sustainable success.
Start The Conversation
We work with individuals and business owners who value proactive advice, responsive communication, and long-term financial partnership. If you are looking for a responsive, experienced CPA firm to support your business year-round — not just at tax time — we’d love to connect.​
​
Call us at (510) 658-9080 or complete the form below to schedule a FREE 15-20 minute consultation. We will respond to all inquiries within one business day.​
​
We are currently accepting a limited number of new business clients. Minimum engagement fees apply.
Opening Hours
Mon - Fri
Sat / Sun
9:00 am – 4:30 pm
Closed
By appointment only.
Strategic Accounting & Financial Advisory for Growth-Focused Clients
​
We partner with business owners and established professionals who value clarity, structure, and proactive financial leadership.
Core Advisory Services
Business Advisory & Financial Systems
We help scaling businesses build durable accounting infrastructure designed for accuracy, compliance, and growth.
• ERP implementation & system transitions (NetSuite, QuickBooks)
• Historical accounting clean-up & remediation
• GAAP-compliant process design & internal controls
Financial Reporting & Strategic Insight
Clear reporting drives confident leadership decisions.
• Monthly and quarterly financial reporting
• Cash to accrual conversions
• Budgeting & cash flow forecasting
• KPI and performance analysis
• Multi-entity & consolidation reporting
Tax & Compliance
Tax planning should be strategic, not reactive. We provide year-round guidance designed to reduce risk and optimize long-term outcomes.
• Individual & business tax preparation
• Partnership & corporate returns
• Fiduciary & trust returns
• Multi-state tax matters
• Sales tax remediation & VDA support
• Ongoing advisory throughout the year
Operational Support
Accounting Operations & Payroll
• Bookkeeping & monthly close support
• Payroll processing & compliance
• Accounts payable & receivable management
