Essential
$350one-time
- W-2 income
- Standard deduction
- Earned income and child tax credits
- Dependents
- One state return
- E-file
PATH 01 / TAX PREPARATION
Tax preparation,handled.
Individual, family, self-employed and small-business returns, prepared by the Morrise Reserve team and led by Mali Morris. Four clear tiers and one secure link for your documents.
TAX PREPARATION.FOUR TIERS.SEVEN STEPS.SECURE UPLOAD.
PATH 01 / SERVICE TIERS
Clear prices,no guessing.
Four one-time tiers. Our team prepares your return; Mali leads the firm.
Plus
$650one-time
Everything in Essential, plus:
- Itemized deductions
- Education and childcare credits
- Investment or retirement income (1099s)
- Unemployment
- A light side hustle
Pro
$850one-time
Everything in Plus, plus:
- Self-employed or 1099 business with expenses (Schedule C)
- Rental property
- Multiple states
- IRS letter review
Elite
$1,050one-time
Everything in Pro, plus:
- Multiple businesses or income streams
- K-1s
- A prior-year amendment or catch-up review
- A one-on-one tax planning session
- Year-round support
Pricing is subject to change after preparation based on the final complexity of your return. Business entity returns (S corp, partnership and corporation) are quoted separately. Clients may choose a bank product so fees come out of their refund. Payment is collected before e-filing. Tax preparation is handled by the Morrise Reserve team.
“Working with Morrise Reserve made the entire tax process so much easier. The communication was great, everything was explained clearly, and I felt confident knowing my return was being handled professionally. I will definitely be back!”
REFUND ESTIMATE / PRIVATE & FREE
Estimate yourrefund.
A quick 2025 federal estimate in your browser. No sign-up, nothing stored.
Your estimate$ — to $ —
Fill in what you know and press “Estimate my refund.” Your range and a short breakdown will appear here.
This is an estimate for informational purposes only, not tax advice or a guarantee. Your actual refund depends on your full return.
PATH 01 / CLIENT PROCESS / 7 STEPS
From inquiryto filed.
Every tax client follows the same seven steps.
- 01STEP 01 / 07
Inquiry
The client contacts Morrise Reserve or books a tax appointment.
- 02STEP 02 / 07
Intake + Document Upload
One secure link to complete the tax questionnaire and upload all required documents.
Start Your Intake - 03STEP 03 / 07
Review
The preparer reviews the submission and contacts the client if anything is missing.
- 04STEP 04 / 07
Tax Preparation
The return is prepared and checked for accuracy.
- 05STEP 05 / 07
Approval & Signature
The client reviews the return and authorizes it with their signature.
- 06STEP 06 / 07
Payment
The preparation fee is paid before the return is e-filed, or the client can choose a bank product (see the note below).
BANK PRODUCT OPTION - 07STEP 07 / 07
Complete
The return is e-filed and the client receives filing confirmation and a copy of their return.
Pay from your refund. Clients may choose a bank product so their tax preparation fees come directly out of their tax refund instead of being paid upfront. Eligibility and bank product fees apply. Approval, refund amounts and timing are not guaranteed.
In-office clients: complete the same secure form on your phone or at the office while dropping off physical documents.
STEP 02 / INTAKE + DOCUMENT UPLOAD
Start yourintake.
One secure form for your tax questionnaire and documents. Prefer a new tab? Open the form in a new tab.
Send sensitive documents only through this secure form, never by regular email, text or social media. See the Privacy Policy.
SECURE INTAKE / DOCUMENT UPLOAD
One secure link.One form.
Questionnaire and documents go in together, so nothing gets lost in email.
Secure intake and upload
After you book or contact us, you receive one secure link. In that single form you complete your tax questionnaire and upload all required documents. The preparer reviews it and contacts you if anything is missing.
In-office clients
In-office clients: complete the same secure form on your phone or at the office while dropping off physical documents.
Fee confirmation, payment timing and process terms are on the Policies page. See the policies →
TAX PREPARATION / FAQ
Tax questions,answered.
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.
BOOK NOW / START HERE
Ready to open your file? Book Now.
9894 Bissonnet St, Suite 220, Houston, TX 77036 · Monday–Friday, 9:00 AM–5:30 PM CT