Check Us on BrokerCheck – a free tool to research the background and experience of financial brokers, advisers and firms.

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Check Us on BrokerCheck – a free tool to research the background and experience of financial brokers, advisers and firms.

OUR COMMITMENT

At Bumgardner Morrison, we value the strong relationships we develop with our clients.We commit ourselves to quality and timely work to empower peace of mind.  These values are the foundation for the experience we strive to create for our clients.

Accounting & Tax Experts in Victoria, TX

Bumgardner Morrison is a full-service accounting firm with over 70 years of experience working with businesses and individuals. We provide all the traditional services such as bookkeeping, reporting, planning, and auditing, as well as a variety of other services dedicated to helping manage and grow your wealth. Our goal is to foster relationships with our clients while delivering the highest quality in sound financial guidance. So, whether you require tax or auditing services or need help managing your wealth and retirement, we can guide you through the process and help you achieve your goals and empower peace of mind.
Our Team icon

OUR TEAM

Our team of seasoned professionals provides financial, operational, and strategic planning expertise to help individuals and businesses succeed. We incorporate our tax, auditing, peer review, accounting, wealth management, and retirement planning services to serve our clients and ensure peace of mind.

Our Promise

OUR MISSION

Bumgardner Morrison has proudly served individuals and small businesses in the greater Victoria area since 1946. It’s our mission to serve our clients’ needs by delivering sound financial guidance and tax advice. Let us help you achieve your potential and ensure your financial future.

Accounting, Audit & Tax services icon

ACCOUNTING, AUDIT & TAX

Managing your taxes, accounting, and auditing needs can feel overwhelming. Let our qualified team guide you through the process. We’re here to provide you with audit risk mitigation, account management, and tax optimization for your small business or personal financial needs.

Tax-Optimized Wealth Management services

TAX-OPTIMIZED WEALTH MANAGEMENT

For decades, our clients have trusted Bumgardner Morrison to provide tax-optimized wealth management solutions. Our skilled team of CPAs and financial advisors are here to deliver reliable investment guidance and assist with retirement preparation.

Our Team icon

OUR TEAM

 

 

Our team of highly trained and knowledgeable professionals bring their financial, operational, and strategic planning expertise to help individuals and businesses succeed.  We integrate our tax, audit, peer review, accounting, wealth management, and retirement planning services to better serve our clients and empower their peace of mind.

Our Promise

OUR MISSION

 

 

Our mission is to provide individuals and small businesses with accurate and timely services by being responsive and providing sound financial and tax advice so that they can realize their own potential and achieve peace of mind. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Accounting, Audit & Tax services icon

ACCOUNTING, AUDIT & TAX

 

We understand that your days are busy and that your tax, accounting and audit needs may be overwhelming. We are here to help ease that burden.

 

 

 

 

 

 

 

 

 

 

 

Tax-Optimized Wealth Management services

TAX-OPTIMIZED WEALTH MANAGEMENT 

 

As CPAs and financial advisors, Bumgardner Morrison has a comprehensive skillset that provides tax-optimized wealth management solutions for our valued clients.

 

 

 

 

 

 

 

 

 

 

Need some personalized advice?

 

We’re here to help. Get in touch with us and we’ll happily guide you in the right direction.

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