CJ Morris | CPA | Principal

CJ has more than 10 years of experience in public accounting specializing in certain industries such as construction, real estate and professional services.  More recently, he has focused his efforts on succession planning and mergers and acquisitions through his experience in financial planning after earning his Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®) certificates.  CJ is involved in the Sarasota community having been a Big Brother for Big Brothers/Big Sisters as well as being a member of the Charitable Gift Planners of Southwest Florida.

Areas of Expertise
  • Financial Planning/Wealth Management
  • Construction/Real Estate
  • Mergers & Acquisitions
  • Personal & Corporate Tax Solutions

Valuable Results

  • Financial Planning
  • Estate & Gift Tax Planning
  • Mergers & Acquisitions
  • Tax Planning & Compliance
  • IRS Audits
  • Entity Selection

Community Involvement

  • Big Brothers/Big Sisters
  • Sarasota Chamber
  • Charitable Gift Planners of Southwest Florida

Credentials You Can Trust

  • Bachelor of Business Administration (Specializing in Accounting) – Youngstown State University
  • Certified Public Accountant (State of Florida)
  • Certified Financial Planner®
  • Accredited Investment Fiduciary®

Why Choose CS&L

Founded in 1954, CS&L CPAs (Christopher, Smith, Leonard, & Stanell, P.A.) is a full-service public accounting firm, providing a wide range of solutions including taxation, accounting, auditing, business technology consulting, and pension administration.

We operate in a paperless, eco-friendly environment and utilize the latest technology to efficiently serve our clients. The firm has offices in Bradenton and Sarasota.