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.

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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.

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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.

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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.

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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.

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<p>The post Why Funding Your Trust Matters: A Key Step Beyond Just Creating One first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Avoid Last-Minute Stress: Why Early Communication with Your Accountant Matters first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post How a Snowstorm Can Help You Rethink Estate, Tax, and Financial Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>