CJ Morris | CPA | Tax Principal

CJ has more than 10 years of experience in public accounting specializing in certain industries such as construction, real estate and professional services. More recently, he has focused his efforts on succession planning and mergers and acquisitions through his experience in financial planning after earning his Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®) certificates. CJ is involved in the Sarasota community having been a Big Brother for Big Brothers/Big Sisters as well as being a member of the Charitable Gift Planners of Southwest Florida.

BROKER CHECK by FINRA

Areas of Expertise

Financial Planning/Wealth Management
Construction/Real Estate
Mergers & Acquisitions
Personal & Corporate Tax Solutions

Disclosure

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investment advisory services are offered through Avantax Planning Partners^SM. Commission-based securities products are offered through Avantax Investment Services^SM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to CS&L CPAs. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Valuable Results

Financial Planning
Estate & Gift Tax Planning
Mergers & Acquisitions
Tax Planning & Compliance
IRS Audits
Entity Selection

Community Involvement

Big Brothers/Big Sisters
Sarasota Chamber
Charitable Gift Planners of Southwest Florida

Credentials You Can Trust

Bachelor of Business Administration (Specializing in Accounting) – Youngstown State University
Certified Public Accountant (State of Florida)
Certified Financial Planner®
Accredited Investment Fiduciary®
AICPA
FICPA

Why Choose CS&L

Founded in 1954, CS&L CPAs (Christopher, Smith, Leonard, & Stanell, P.A.) is a full-service public accounting firm, providing a wide range of solutions including taxation, accounting, auditing, business technology consulting, and pension administration.

We operate in a paperless, eco-friendly environment and utilize the latest technology to efficiently serve our clients. The firm has offices in Bradenton and Sarasota.

Get in touch

Our Locations

Bradenton

Sarasota

Tampa

Social

Developed by Sitespring