What are the opening hours?

Monday 8am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Morris Legal & Tax, LLC, 2801 Buford Highway, Suite 430, Atlanta, GA (2026)

Morris Legal and Tax, LLC was founded by Everett Lee Morris, IV in 2013. As a financial advisor prior to law school, he was often frustrated by his inability to fully service his clients’ needs. He was a licensed investment manager and insurance agent, but he could not provide tax or legal services, so he went to law school to study tax and estate law. After working for one of the top tax and esta

te law firms in Atlanta, he opened Morris Legal and Tax, LLC in the same office as the best group of financial advisors that he knew at WealthMD. While maintaining separate entities, their shared office space and tight relationship allows them to team up as one unit to serve their joint clients. Their comprehensive approach seamlessly weaves the various parts of their clients’ financial lives into one coherent strategy, saving their clients a great deal of time and money. Firm’s Purpose: To provide quality tax and legal services, as part of a comprehensive wealth management team, to individuals and families. Firm’s Mission: To deliver multi-disciplined wealth management expertise in such an efficient, client friendly manner that clients can spend less time dealing with their financial issues and spend more time enjoying their lives. Firm’s Goal: To satisfy every client so well that they recommend our services to their friends, family members, and business acquaintances. Call (404) 328-7300 to schedule your free initial consultation.

08/13/2019

Join us!

Immaculate Heart of Mary Catholic Church is hosting an informal panel discussion tonight at 7:00 p.m. in the Lower Level on navigating tax law changes and how best to give to the causes you care about in tax advantaged ways. Deacon Bob Hauert, MAPT and Director of Discipleship will be facilitating the discussion and will be joined by Michael Hungeling, Certified Public Accountant with Hungeling CPA, Everett Lee Morris, Certified Financial Planner and Attorney at Morris Legal & Tax, LLC and Juliet Carneiro Greco, Director of Major and Planned Giving at the Catholic Foundation.

Coffee and light refreshments will be served.

All parishioners in the Archdiocese of Atlanta are welcome! Please join us!

08/05/2019

Interested in learning more about Charitable Giving After the recent Tax Reform? Join us at Immaculate Heart of Mary Catholic Church on Tuesday August 13th for a panel discussion. We'll have a morning session starting about 9:30am, right after daily mass (which starts at 8:30am), and a second session at 7pm. Coffee and refreshments will be served. RSVP to Deacon Bob at [email protected]

07/31/2019

Busy day for Morris Legal and Tax LLC. Spent all morning sorting the school supplies and bookbags we purchased (big thanks to those at Capstone Financial who also donated some bookbags). Delivered them to Foreverfamilies, to distribute school supplies to Atlanta children whose parents are incarcerated. Spent the evening winning our third straight championship in the Atlanta Bar league and celebrating.

03/08/2019

Teaching my Estate Planning and Probate class again at Emory, starting in April. You can sign up here:

11/09/2018

Nice change of scenery yesterday, visiting with one of my favorite clients at his granite quarry. Devised a plan to save oodles of taxes and didn't even have to wear a suit!

Address

2801 Buford Highway, Suite 430
Atlanta, GA
30329

Opening Hours

Monday	8am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://AtlantaTaxAndEstate.com/

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