Terry L. Morris Email and Phone Number

Assist business owners and individuals on tax strategies. Assist and advise businesses with bookkeeping and accounting capabilities to enhance their small businesses. Specialize in assisting individuals and businesses to accomplish their late or un-filed federal, state and local tax returns. Have been preparing corporations to individual tax returns for the last 35 years.

As an International Agent for Precious Gems and Metals, We coordinated the sale of assets between a Seller and a Buyer. In coordinating the sale, We ensure integrity for the sale through Agreements and Contracts. As an example, once a buyer is located, all documentation is requested from the Buyer for the Seller of assets for the Buyer. Those documents requested by the Seller would include, a Sales Purchase Agreement(SPA), Proof of Funds(POF), banking information, the Buyers name and a photo copy of the Buyers passport, just to name a few items that would be requested normally in a SPA and a IMFPA. Once the Seller acquires the necessary information, the sale would move forward. Anyone wanting more information regarding the sale of Gold, Rubies or Diamonds please contact me by text at 210-608-7436, with the heading( Seeking Gold Buyer or Sellers) or preferably at my email address, helelua@gmail.com

Discuss the options with homeowners, how to get repairs for their roof where there is Wind or Hail damages present, that require immediate attention.

Daily account updating and copy-editing. Taxpayer verifications and preparations. Client contact and billing updating.

As the Comptroller, my duties is to take charge and oversee the daily accounting operations of the business and four subsidiary corporations. As the Chief Financial Officer, I am responsible with providing both operational and programmatic support to the corporation and also supervising the finance unit and representing the corporation as the chief financial spokesperson.

As the Comptroller, my duties were to take charge and oversee the daily accounting operations of the business and any subsidiary corporations. As the Chief Financial Officer, I was responsible for providing both operational and programmatic support to the corporation and also supervising the finance unit and representing the corporation as the chief financial spokesperson.

Worked with my Tax Business (T.L.Morris Consulting)

Sold value added products to customers, troubleshot and repaired equipment and dispensing systems(i.e., plumbing, electrical and mechanical troubleshooting,) effectively identified and resolved problems efficiently while working independently. Flexibly adapted daily work to assist customers with issues and orders. Traveled to other locations to assist in customer installations of major equipment.

A satellite technician attaches, connects and repairs equipment that delivers television signals to service subscribers. The satellite TV installer determines where the satellite dish should be placed on the exterior of a building for optimal reception, attaches and grounds the dish using appropriate mounting hardware and ensures proper connection with a receiver box placed inside the building. The receiver box translates the satellite signal and interprets viewer commands. Once the equipment is installed, the satellite TV installer shows the customer how to use the receiver box and remote control. Installers often work as salaried employees or independent contractors for satellite TV providers throughout the United States. Weekend work is common and many installers are expected to provide their own tools and transportation to job sites.

Employed as a Paralegal at the Legal Aid Society of Hawaii, I was assigned to the Consumer Law section where I assisted clients in the following areas:HOMEOWNERSHIP COUNSELING This project addresses the legal and financial issues facing renters, home buyers, and homeowners defaulting on their mortgages. 1) THE RENTER'S ASSISTANCE PROGRAM - provides renters with a broad range of legal assistance (from advice only to full representation) about tenants’ legal rights and responsibilities.2) THE HOMEOWNERSHIP COUNSELLING & PRE-PURCHASE ISSUES - provides basic pre-purchase counseling or default counseling coupled with negotiation assistance with lenders when necessary. 3) DEFAULT & FORECLOSURE - Default and Foreclosure counseling provides clients who are in default or in the foreclosure process with individualized assistance in analysis of each client’s situation, status of delinquency, amount delinquent, past and current financial situations, expected future financial situation, goals and realistic goals. 4) PREDATORY LENDING SCAMS - Predatory lending counseling provides clients with a comprehensive review of loan documents whenever possible if predatory lending is suspected. As appropriate for each individual case, the clients are assisted in negotiations with the lender to restructure the loan, assist in facilitating refinancing, and/or refer the case to legal staff or a private attorney for legal representation. 5) REVERSE MORTGAGES - Reverse Mortgage Counseling provides clients with individual counseling either in our office through home visits when necessary. Clients are given information and were counseled about the various aspects of a reverse mortgage, other options that may be available to them, and the consequences of a reverse mortgage. Upon completion of the counseling, a certificate of HECM counseling is provided allowing clients to go forward with reverse mortgage financing.

As a Case Manager at the Department of Community Services Youth Services Center, I was responsible for management and counseling youth who have been referred to the City’s Youth Offender Demonstration Grant Program, and who have multiple barriers and problems with no limitations as to their difficulties. As each youth is admitted into the program, each youth was scheduled into an Individual Service Strategy (ISS) to find out their goals and objectives, their aptitude and academic achievement and their careers are interpreted through testing. All paperwork was accomplished and maintained on each youth as required. I also acted as a liaison with Youth Offender staff and partner agencies to resolve criminality and other deviant behaviors. As a Job Resource Specialist III, I conducted interviews and provided support sessions with youth to determine interests, strengths, limitations, and barriers to employment and self sufficiency to youth who have been referred to the City’s Youth Offender Demonstration Grant Program. Included in the performance of this position, I was required to provide youth with labor information and do career assessments, maintain documentation pertaining to participant contacts, progress, outcomes and follow-ups. I also developed, coordinated and conducted workshops on career guidance, time/budget management, self-esteem, credit counseling, job retention and conducted briefings about other programs. I was also, required to provide aptitude, academic achievement or career testing and interpretations.

Wearing many hats, I was the acting Departmental Director in the absence of the Director, successfully coordinated all operations for the department as the Community Relations Specialist III and Office Manager. Wrote procedures for the department, ensured payroll was accomplished on time, Acted as the Customer Service person on issues pertaining to departmental problems. Accomplished an Annual Department Budget for signature. Coordinated with employees to ensure weekly, monthly and special publications were produced and distributed as required. Performed employee reviews,disciplinary actions, and interviewed perspective employees. Was the legal complaints liaison between our department and the Honolulu City's Corporation Counsel offices. Setup and attended meetings for the department. Met with state and county officials. Ensured contracts for services were accomplished for the Neighborhood Boards. Maintained legal and historical records for the department. Purchased supplies and equipment as required.

Job Developer1. Assisted in the design, implementation, monitoring of promotional, marketing activities.2. Provided client counseling, developed, implemented and monitored OJT/WE training plans.3. Prepared clients for job interviews, instructed clients on resume writing.4. Responsible for a 13-week follow-up report.5. Implemented training courses for new clients, and did Job Searching.6. Developed computerized client tracking system using Microsoft Access.

Received training as a substitute teacher at Waipahu High School night classes. Provided instruction to students of the eighth grade in Math and Geography. Also, substituted for teachers in seventh grade in English. Mentored students during and after school in all subjects requested.

Worked as a Bookkeeper in Haleiwa, Hawaii , Computer installations at Kapaa High School, Kauai Also, worked as a warehouse person and Inventory at JC Penny warehouse in Campbell Industrial Park Kapolei.

Worked with my Tax Business from 1990 through 1993.

Received training at Princeton University as a Unix Systems Administrator and operated and oversaw 3 Unix network systems at the HQPACAF/LG offices which served 200 pieces of equipment and accommodated over one hundred personnel. Ensured all equipment was running and operational daily. Instructed all personnel in the use of equipment and software. Trouble shot all network problems and coordinated maintenance with vendors.Received training to write, debug, and update U.S. Air Force logistics computer software, pertaining to all Pacific area air force base system. Analyzed and updated logistics issues, wrote logistics policies and procedures.