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 pageSchedule 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
When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors
As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...
<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Estate Planning Isn’t Just About Who Gets Your Money
Estate planning goes beyond distributing assets. Learn how healthcare directives, powers of attorney, guardianship, trusts, beneficiary designations, incapacity planning, and family communication can help create a more complete ...
<p>The post Estate Planning Isn’t Just About Who Gets Your Money first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
How Much Cash Should a High-Net-Worth Family Actually Keep?
How much cash should a high-net-worth family keep on hand? Explore how emergency reserves, taxes, major purchases, business needs, and investment opportunities can shape a thoughtful liquidity strategy. For many high-net-worth families, the question is not whether they have enough cash. ...
<p>The post How Much Cash Should a High-Net-Worth Family Actually Keep? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>