ABOUT US

We take a proactive approach
to your financial success.

T ate Morris is a Certified Public Accountant with experience in audit, taxation, business valuation and litigation support. He has worked in the areas of public accounting and industry. Tate spent six years in public accounting at McNair, McLemore, Middlebrooks and Company working in both the audit and tax departments. While there, Tate earned accreditation as a Certified Valuation Analyst and a Certified Fraud Examiner. He also has twelve years experience overseeing Contractor Financial Services (CFS), a subsidiary of Mingledorffs, Inc. During this time, Tate provided financial statement preparation, industry benchmarking, and tax expertise to contractors. While operating CFS, Tate’s clients significantly outperformed the industry as a whole.

Tate’s educational background includes a BBA in Accounting and Finance from Mercer University and a Masters in Accounting with a specialization in taxation from the University of Georgia.

Tate has served the middle Georgia community in many roles. He volunteered as the President and Treasurer of Vine Ingle Little League. He enjoys coaching his sons’ teams at Vine Ingle every year. Tate is a deacon at North Macon Presbyterian Church where he also served as Treasurer. Tate is a member of Georgia Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He enjoys watching his three sons play sports and is always up for a round of golf. Tate’s wife, Stephanie, is also a CPA and teaches accounting at Mercer University.