HB Morris Financial Services

Serving Washington and the surroundings areas for over 10 years.

Call Today: (360) 687-3154 | Office: 12009 NE 99th Street, Suite 1420

Latest News From HB Morris. Check Back Here!

No Project Too Big Or Too Small

At HB Morris, we are here to help you in a variety of ways.  Whether it be accounting & bookkeeping, business sales, business valuations, estate planning, foreign tax assistance, income taxes, or real estate consulting, we can provide the guidance and assistance you need.

Call Today: (360) 687-3154 | Office: 12009 NE 99th Street, Suite 1420

Latest Updates & Articles

How to Choose the Perfect Retirement Destination

How to Choose the Perfect Retirement Destination

It used to be that climate was the biggest factor when choosing a place for your retirement. Not anymore. Nowadays, there are more important factors in the minds of future retirees, such as affordable housing and low cost of living. But for many these days, fitting...

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3 Ways to Pay Less Taxes on Your Mutual Funds

3 Ways to Pay Less Taxes on Your Mutual Funds

If your mutual fund strategy emphasizes growth more than income, you’ll want to find ways to ease your tax burden. This way, you’ll save a bundle as you watch your fund increase in value. Here are some ways to do this: 1. Avoid the temptation of a lump sum...

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Tax Considerations When Working for Yourself

Tax Considerations When Working for Yourself

There are 15 million self-employed Americans. If you’re one of them, there are some tax considerations you need to consider. But first, you have to make sure all your records are up to date. Record keeping is particularly important when you’re self-employed. This is...

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Client Testimonials

“Through a tough and complicated estate closure involving a business with thousands of customers, high back taxes, multiple checking accounts and subpoenas and bankruptcy, we were incredibly thankful and lucky to have Mike Day at HB Morris help us.”

Jay H.

“I’ve used HB Morris for a few years for my personal taxes, and she also assists with our non-profit arts organization. She is reliable and easy to work with!”

Victoria R.

“HB is amazing! They have saved me and my company a lot of money, and stress. They take care of everything in a timely and effective manor. They have always been there to help me with all my question’s. Honestly I feel secure in knowing HB has my back. Love ya HB ”

Jani K.