Morris Legal and Tax, operating as Morris & Middleton LLC, is an Atlanta-based firm specializing in integrated tax, estate, and wealth management legal services. Founded by a former financial planner with experience at top firms, the world’s largest financial organizations, the practice stands out for its holistic approach that seamlessly blends legal, tax, and financial planning into a unified strategy for clients.
The firm leverages deep expertise in tax law and estate planning to provide efficient, client-friendly services that save individuals and families time and money. Its mission is to help clients spend less time on legal and tax matters and more time enjoying their lives, focusing on comprehensive wealth management support for individuals, families, and business clients.
Services Offered
- Estate Planning
- Tax Return Preparation
- Asset Protection
- Business Formation
- Probate Administration
- Tax Controversy
- Tax Planning
- General Counsel
- Legal Consulting
- Wealth Management
- Financial Planning
- Investment Services
The firm serves clients in Atlanta and surrounding areas, offering a client-centered experience supported by a secure portal and educational resources. With a foundation built in 2013, Morris & Middleton LLC emphasizes satisfaction and personal referrals through quality service delivery.
