Your questions.Answered.

Select the service you’re interested in, submit an inquiry or book a consultation, and follow the onboarding instructions provided by our team.

Yes. Many of our services are available virtually. Some services and appointments may also be available in person.

Accepted payment methods will be displayed during checkout or communicated before your service begins.

Yes, for RIA: Level 01 Launch is $297 or 2 × $159, and Level 02 Build is $597 or 3 × $215. Level 03 Scale is $1,197, Level 04 Legacy is $1,997, and Level 05 Elite Command / Private Access is $3,997, each one-time. Everything else is listed at its price, and memberships bill automatically each month. See the policies page for booking terms.

You can reach our team through the Contact Us page or the appropriate service department email listed on our website.
(346) 999-6046 · [email protected] · Contact page

Monday–Friday, 9:00 AM–5:30 PM CT. After-hours appointments are available by request only. We’re closed on all major holidays and the day following.

We’re at 9894 Bissonnet St, Suite 220, Houston, TX 77036. Serving clients nationwide, virtually and in office in Houston. Get directions.

Yes, use the link in your Calendly confirmation email, or call (346) 999-6046.

Rescheduling requires 24-hour notice. See the policies page for booking, cancellation and reschedule terms.

You will generally need a valid photo ID, Social Security numbers or ITINs for applicable household members, income documents, your previous tax return if available, and applicable deduction or expense records.

Complete our secure Tax Client Intake & Document Upload Form online. You can complete your intake and upload your documents together. In-office clients may also drop off physical documents.

Tax preparation is offered in four one-time tiers: Essential $350, Plus $650, Pro $850 and Elite $1,050. Pricing is subject to change after preparation based on the final complexity of your return. Business entity returns (S corp, partnership and corporation) are quoted separately. Clients may choose a bank product so fees come out of their refund.

Yes. Clients may choose a bank product so their tax preparation fees come directly out of their tax refund instead of being paid out of pocket. Eligibility and bank product fees apply, and approval, refund amounts and timing are not guaranteed.

Refund timelines vary based on the IRS, state tax agencies, return accuracy, and any additional review. We cannot guarantee a specific refund date.

Yes. The Elite tier includes a prior-year amendment or catch-up review. Eligible prior-year and amended returns may also be available with other tiers; additional review may be needed to determine the scope and pricing.

Yes. We offer business startup guidance, LLC formation and EIN assistance, business planning, and foundational operational support.

No. We work with aspiring entrepreneurs, startups, and established business owners looking to develop or expand their operations.

Yes. Book a Strategy Session to talk through your current challenges, or a Business Blueprint for structure recommendations and a 30-day action plan. The Business Infrastructure Package covers business email, digital organization, forms and workflows.

Yes. We offer individual consulting sessions and ongoing coaching and membership options depending on your goals and the level of support you need.

Yes. Consulting, setup and growth services are one-time prices, and memberships are billed monthly. Only TaxJet Pro software is priced per season. Government filing fees, registered agent fees, subscriptions and third-party services are separate.

Our memberships are designed for entrepreneurs and business owners who want guidance, accountability, and support as they build or grow their businesses.

Depending on the program, services may include private or group sessions, business strategy, accountability, resources, workshops, and operational guidance.

Most coaching services are delivered virtually. In-person opportunities may be offered for select programs or events.

Membership cancellation terms depend on the program. Review your membership agreement for billing dates, minimum commitments, and cancellation requirements.

The Founder Circle ($49/month) is a monthly membership. The Business Builder ($149/month) and The Reserve Intensive ($399/month) have a 3-month minimum. Memberships are virtual and bill automatically each month, and cancellation terms are clearly disclosed before you join.

TaxJet Pro is the tax software we offer in three tiers — PTIN Preparer ($299–$499), EFIN / ERO Partner ($499–$899) and Service Bureau ($999–$1,999) — each with three packages. All prices are per season.

PTIN Preparer: Starter $299, Professional $399, Premium $499. EFIN / ERO Partner: ERO Essentials $499, ERO Growth $699, ERO Elite $899. Service Bureau: Starter $999, Growth $1,499, Elite $1,999. All prices are per season; setup is free and onboarding and standard training are included.

Yes. Add-ons are one-time founding prices, not per season: additional preparer $25, additional sub-office $99, marketing graphics bundle $99, premium marketing bundle $199, one-on-one business consultation $75, custom branded materials $99 and additional training session $49.

PTIN Preparer packages use a preparer / company split: Starter 60/40, Professional 70/30, Premium 80/20. Eligible revenue and responsibility for software, bank, transmission and other fees are defined in your partner agreement.

Standard support is Monday–Friday, 9 AM–5 PM CST. Priority support is Monday–Saturday, 9 AM–7 PM CST, with extended hours during peak season as announced. PTIN Starter is standard support, and PTIN Professional and Premium also include priority support. All ERO packages include ongoing support: ERO Essentials is standard, and ERO Growth and ERO Elite are priority. Service Bureau is priority.

Refunds are available before activation. After activation there is no refund. The setup fee is free on every tier.

Seasonal access runs November 2026–October 2027. Filing and e-filing availability are subject to IRS and software provider schedules.

RIA is an exclusive professional development and business intelligence agency powered by Morrise Reserve, offering classified access, strategic intelligence, and business elevation.

Formats vary. Some offerings may include Command Briefings, recorded Mission Briefings, Field Operations, workshops, or a combination.

Some clearance levels are designed for beginners, while others may require prior experience or specific credentials. Requirements will be listed with each clearance level.

Yes. Included resources depend on the clearance level and may include workbooks, templates, recordings, and other Intelligence Files.

Level 01 Launch (Tax Preparation Fundamentals) is $297 (4 weeks, 8 training modules). Level 02 Build (Tax Business & ERO Development) is $597 (6 weeks, 12 training modules). Level 03 Scale (Service Bureau & Business Expansion) is $1,197 (8 weeks, 16 training modules). Level 04 Legacy is $1,997. Level 05 Elite Command / Private Access is $3,997. Access is one-time, not per season.

Yes, for the first two clearance levels. Level 01 Launch is $297 or 2 × $159. Level 02 Build is $597 or 3 × $215. Plans complete within the clearance-approval period, and access follows published payment and access terms. Level 03 Scale, Level 04 Legacy and Level 05 Elite Command / Private Access are one-time prices.

You receive Clearance Certification, which is a certificate of completion. It is not a professional license and not an IRS-recognized credential.

We offer credit report analysis, assistance addressing eligible inaccurate information, credit-building education, and business credit guidance.

Credit improvement can take several months. Timelines depend on your credit history, the information being reviewed, and responses from creditors and credit bureaus.

No. We cannot guarantee score increases, account deletions, or specific results. Every credit profile is different.

You will complete our secure Credit Client Intake & Document Upload Form and provide the requested information, relevant credit reports, and supporting documents.

Yes. You have the right to dispute inaccurate information on your credit report directly with the credit bureaus at no cost.

Credit Restoration starts with a $99 onboarding setup fee that covers your credit report pull and review. The first round is $69 (a first-round discount) and every round after is $89. Each round is billed only after that round’s disputes are sent and documented, typically every 30–45 days, with a progress update. There are no long-term contracts, you can cancel anytime, and you never pay for a round that is not yet completed. We cannot guarantee removals or score increases.