T.L. Morson and Associates. Over 25 years of serving the public’s Estate-Planning Business-consulting, and Accounting-Services needs.
At T.L. Morson and Associates, we specialize in Estate Planning, Business Consulting, and Accounting & Tax Services—all integrated to serve the full financial life cycle of our clients. Because no two clients are alike, every plan we build is customized to your family, your business, and your long-term goals.
For more than 25 years, we’ve advised individuals from all walks of life—from young families just getting started to established business owners and high-net-worth households. Whether you need a simple will or a multi-entity succession strategy, we meet you where you are.
Why Planning Now Matters
Life can change in an instant. Having your legal, tax, and financial affairs in order isn’t just for you—it’s for the people you love. A truly comprehensive estate plan goes beyond documents; it requires coordinated tax insight, financial analysis, and business strategy. Our multidisciplinary team helps you align them all.
Integrated Services
Estate Planning Services
- Wills, trusts (revocable & irrevocable), and beneficiary coordination
- Powers of Attorney & medical directives
- HIPAA authorizations
- Business succession & buy–sell planning
- Estate tax awareness and legacy strategies
Learn more about Estate Planning »
Business Consulting
- Strategic growth, restructuring, and operations reviews
- Startup formation & entity selection guidance
- Financial modeling & budgeting support
- Transition, succession, and continuity planning
- Advisory for owner exits, mergers, or partner changes
Accounting & Tax Services
- Individual & business tax return preparation (federal, state, multi-state)
- Year-round tax planning
- Accounting system setup & oversight
- Payroll and HR coordination
- Compliance support for changing tax laws
View Accounting & Tax Services »
Meet Our President & CEO
Theo L. Morson, JD, LLM
Founder and President of T.L. Morson and Associates
- Bachelor’s degree in Accounting
- Juris Doctor (JD), Western Michigan University Cooley Law School
- Master of Laws (LLM) in Corporate Law & Finance
- Licensed: Series 7, Series 63, Variable Contracts, Life Insurance
- 25 years of experience in Estate Planning, Accounting, Financial Consulting, and Business Advisory services
Clients trust Theo and the T.L. Morson team for practical guidance, technical depth, and real-world experience across estate planning, tax, and financial disciplines.
Call to Action
Don’t trust your plan to just anyone.
Schedule a consultation with T.L. Morson and Associates and get custom guidance that protects your assets, grows your business, and secures your legacy.
📞 Call Today | ✉️ Request a Consultation | 🗂 Start Your Plan
“The best preparation for tomorrow is doing your best today.”
-H. Jackson Brown Jr.