Richard Morris



(419) 756-3211 ext. 1137

Professional Experience:

  • 27 years of tax return preparation.
  • Estate and gift tax audit experience.
  • Sales and use tax audit experience.
  • Corporation, partnership and individual tax audit experience.


  • BS, Management/Marketing, Miami University.
  • Additional studies in Accounting, University of Cincinnati.

Professional Certifications:

  • Certified Public Accountant
  • Registered Investment Advisor

Professional Memberships:

  • Ohio Society of Certified Public Accountants.
  • American Institute of Certified Public Accountants.
  • Tax Division.
  • Financial Planning Division.

Other Activities:

  • Past Chairperson, St. Peter’s Catholic Church Development Board.
  • Knights of Columbus.
  • Speaker at various local organizations and professional societies.
  • Telethon Guest host, Rehab Services of North Central Ohio.