Antonio Morrison — CPA in Chesapeake, Virginia
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Services Offered
Estate & Trust Services
Specialties
Financial Planning
Wealth Management: Private wealth management and financial planning for private practice dentists, held to a f...
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Tax Preparation
Tax Compliance: Tax return preparation for all fifty states, with interviews in person, by mail or by email.
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Retirement Planning
Retirement and College Planning
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Bookkeeping
Accounting and Bookkeeping
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Business Consulting & Advisory
Strategic planning, feasibility studies, information systems evaluation, outsourcing evaluations, estate plann...
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Industry Expertise
Private Practice Dentistry
About Antonio Morrison
Antonio Morrison founded Legacy Planning Solutions and became a registered member of the AICPA and the Certified Financial Planner Board of Standards in 2014. He built the firm around fee-only, fiduciary relationships.
Certifications & Licenses
CFP
Professional Memberships
American Institute of CPAs
Certified Financial Planner Board of Standards
Availability
Available Mon-Fri, 9am-5pm. Please contact for appointment.
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