Meet Orange Team

Joyce Morrison

Partner & Team Leader

Joyce is a partner and team leader at Omni, bringing more than 25 years of hands-on accounting experience across a wide range of industries. She joined the firm in 1999, initially managing financial records for restaurant clients. Her expertise and client base quickly expanded to include real estate, general contracting, and franchise operations. In 2014, she became a partner and now oversees the franchise department while continuing to support a diverse portfolio of clients.

Visit my page

Jim Colitsas

CPA

Partner, Financial Planner & Tax Accountant

As an active member of his community Jim as enjoyed working with a variety of charities over the years and is currently on the board for Trinity Counseling Services, Project Freedom and Diversity Discovered. When he is not working, Jim enjoys spending time with his wife, Maya, and their two kids, Tommy and Bella and their dog Spike. He is a proud alumnus of Rutgers University, where he received both his undergraduate degree and his MBA, and, most importantly, met his wife.

Visit my page

Jennifer Vivier

Tax & Accounting Client Liaison

Jennifer brings more than two decades of professional administrative experience to her role as Client Liaison for Tax and Accounting at Omni 360 Advisors. Before joining Omni, she spent 23 years with a large educational organization, where she supported senior executives and served as a meeting planner, honing her strengths in communication, organization, and client service.

Visit my page

Kurt Liverpool

Staff Accountant

Kurt is known for his ability to navigate complex financial environments with clarity and precision. He has guided a diverse range of clients through critical decision-making processes, operational improvements, and financial challenges. His commitment to accuracy, process enhancement, and client-focused service has earned him a reputation as a reliable and trusted advisor. Kurt brings a calm, solutions-oriented approach to every engagement, helping clients strengthen their financial foundation and achieve long-term stability.

Visit my page

Neha Gulati

Staff Accountant

Neha is known for her thoughtful, detail-oriented approach to tax planning and her commitment to delivering clear, practical solutions for clients. She brings strong analytical skills and a steady, collaborative work style to the Omni 360 team, helping individuals and businesses understand their tax position and make informed financial decisions. Clients appreciate her ability to break down complex issues into simple, actionable steps.

Visit my page

Carol Collins

Franchise Support & Bookkeeping Support

Carol joined the Omni team in 2021 and plays an important role in assisting clients with their ongoing financial needs. She prepares monthly reconciliations for multiple clients, submits franchise reports under the guidance of senior team members, processes monthly sales tax filings, and computes rent vouchers. Carol supports partners and associates across a variety of tasks, contributing to smooth and accurate operational workflows.

Visit my page
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Top 5 Things Employers Should Know About Their 401(k) and Employer-Sponsored Retirement Plans

Discover the top five things business owners should understand about managing a 401(k) or employer-sponsored retirement plan, including fiduciary responsibility, fees, compliance, and employee engagement. ...

<p>The post Top 5 Things Employers Should Know About Their 401(k) and Employer-Sponsored Retirement Plans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore

Health care is one of the most significant and often underestimated retirement expenses. Explore Medicare, long-term care, and tax planning considerations for affluent families. When most people think about retirement planning, they focus on investment ...

<p>The post Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The Risks of Concentrated Stock: Evaluating Single-Stock Exposure

A concentrated stock position can significantly impact portfolio risk and tax planning. Explore considerations for executives, founders, and business owners managing single-stock exposure. Success often creates complexity. For business owners, executives, ...

<p>The post The Risks of Concentrated Stock: Evaluating Single-Stock Exposure first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>