Estate Planning | Accounting Services | and Business Consulting
Our Services
Estate Planning | Accounting Services | Business Consulting
Secure Your Future. Preserve Your Legacy. Optimize Your Business.
At T.L. Morson and Associates, we understand that Estate Planning, Accounting Services, and Business Consulting are vital components of a well-designed Wealth Transfer Plan—yet many families and businesses neglect them until it’s too late.
Estate Planning: Protect What Matters Most
Life can change in an instant. While nothing in life is guaranteed, death and taxes are inevitable. Despite this, 67% of individuals still don’t have an Estate Plan in place.
We believe there’s no one-size-fits-all solution. That’s why we take a personalized approach to Estate Planning—tailored to your unique family and financial circumstances. Our goal is to help you transfer wealth to the next generation in the most tax-efficient and legally sound way possible.
Whether you need a will, trust, power of attorney, or a custom estate strategy, our experienced team is here to guide you every step of the way.
Accounting Services: Tax-Ready & Stress-Free
Get ahead this tax season with expert accounting and tax preparation from T.L. Morson and Associates. We support both individuals and businesses, ensuring your filings are accurate, timely, and fully compliant with IRS regulations.
Our services include:
- Personal & Business Tax Returns
- Financial Statement Preparation
- Bookkeeping & Payroll
Let our professionals handle the numbers, so you can focus on what matters most.
Business Consulting: Drive Growth with Smart Solutions
Are you ready to take your business to the next level? Our Business Consulting services are designed to identify obstacles, streamline operations, and accelerate growth.
We specialize in:
- Business Strategy Development
- Operational Efficiency Improvement
- Financial & Risk Analysis
- Staff Training & Resource Planning
Whether you’re a startup or an established firm, we bring innovative, out-of-the-box solutions tailored to your goals.
Contact Us Today
Let T.L. Morson and Associates be your trusted partner in estate planning, financial clarity, and business success.
📍 480 N. Canton Center Rd #871887, Canton, MI 48187
📧 tmorson@tlmorson.com | ☎️ 1-877-234-1989
🕒 Mon–Fri: 9:00 AM – 5:00 PM | Sat–Sun: Closed
Schedule your consultation today—and plan smarter for tomorrow.
“By failing to prepare, you are preparing to fail.”
– Benjamin Franklin
Background and Experience
Theo L. Morson, JD, LLM – Mr. Morson holds a Bachelor’s Degree in Accounting, Master of Laws Degree in Corporate Law and Finance, and Juris Doctor Law Degree from Western Michigan University Cooley Law School. Theo has worked as a Financial Consultant and Accountant for 25 years, holding a Series 7, 63, Variable Contracts, and Life Insurance license and has extensive experience in the area of Estate Planning, Accounting, and Business Consulting.