Jeffrey Morson
Partner, Tax Services
Jeff serves as Director of Business Development for Evermay Tax’s Business Advisory Services team. He focuses on cultivating new client relationships, supporting long-term client satisfaction, and contributing operational insight through his experience as a Fractional CFO and COO.
My Professional Background
I bring more than 30 years of CFO and COO advisory experience, supporting organizations ranging from start-ups to AmLaw 200 firms, nonprofit organizations, real estate entities, and professional services businesses. I also specialize in fractional CFO services for government contractors, helping them navigate tax compliance, growth, and financial strategy. Throughout my career, I have served on advisory boards and boards of directors and have led accounting system implementations, internal control initiatives, and operational expansions.
My Personal Life
Outside of work, I enjoy spending time with my Bernese Mountain Dog, Leo, playing golf, coaching youth sports, and traveling.
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