Adam Morris CPA

Adam Morris is Founding Partner and Visionary of Vantage Advisors, PLLC, an advisory-first CPA firm serving private business owners across the Intermountain West. As an Al-forward professional, he is constantly looking at ways that artificial intelligence can improve and optimize companies' operations. He sits on advisory panels for Thomson Reuters, CanopyTax, and other industry-leading companies developing Al tools for the financial services profession, where his perspective as a working practitioner informs how those tools get built. His core expertise covers proactive tax strategy, multi-year tax projections, S-corporation optimization, owner compensation design, exit planning, and enterprise value building. Vantage runs internally on EOS (Entrepreneurial Operating System) and is a P...