Morella & Morella, LLC

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Morella & Morella, LLC The Art of Cohesion
Affiliated with Apex Capital Management, LLC.

Morella & Morella, LLC is a certified public accounting firm that specializes in individual and buisness tax preparation and advice, as well as personal financial planning. Founded in 2024 by father and son, Robert and Stephen Morella, Morella & Morella, LLC provides years of tax and financial advisory experience to ensure the financial wellbeing of our clients.

𝗪𝗲 𝘀𝘁𝗮𝗿𝘁𝗲𝗱 𝗮𝘀 𝗖𝗣𝗔𝘀, 𝘀𝗼 𝘄𝗲'𝘃𝗲 𝘀𝗲𝗲𝗻 𝘄𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝘀 𝘄𝗵𝗲𝗻 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘄𝗮𝗶𝘁𝘀 𝘂𝗻𝘁𝗶𝗹 𝗔𝗽𝗿𝗶𝗹.Usually, the best opportunities came ...
10/08/2026

𝗪𝗲 𝘀𝘁𝗮𝗿𝘁𝗲𝗱 𝗮𝘀 𝗖𝗣𝗔𝘀, 𝘀𝗼 𝘄𝗲'𝘃𝗲 𝘀𝗲𝗲𝗻 𝘄𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝘀 𝘄𝗵𝗲𝗻 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘄𝗮𝗶𝘁𝘀 𝘂𝗻𝘁𝗶𝗹 𝗔𝗽𝗿𝗶𝗹.

Usually, the best opportunities came and went months earlier.

Tax planning works better as a year-round habit than a spring scramble.

A few conversations in the fall can make April a lot calmer.

This Financial Planning Month, we're sharing the strategies Lafayette families and business owners can consider throughout the year to stay ahead.

Read more:
https://www.morellawealthtax.com/news/tax-planning-in-lafayette-strategies-to-consider-year-round

𝗔 𝗥𝗼𝘁𝗵 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗰𝗮𝗻 𝗺𝗮𝗸𝗲 𝘀𝗲𝗻𝘀𝗲 𝗳𝗼𝗿 𝘀𝗼𝗺𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗮𝗻𝗱 𝗻𝗼𝘁 𝗳𝗼𝗿 𝗼𝘁𝗵𝗲𝗿𝘀.Timing, tax brackets, and your retirement income ...
10/07/2026

𝗔 𝗥𝗼𝘁𝗵 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗰𝗮𝗻 𝗺𝗮𝗸𝗲 𝘀𝗲𝗻𝘀𝗲 𝗳𝗼𝗿 𝘀𝗼𝗺𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗮𝗻𝗱 𝗻𝗼𝘁 𝗳𝗼𝗿 𝗼𝘁𝗵𝗲𝗿𝘀.

Timing, tax brackets, and your retirement income plans all play a role.

It's one of those decisions where the tax side and the investment side really need to talk.

Our latest article walks through what Lafayette investors should know before deciding.

Worth a look before year-end and during Financial Planning Month:
https://www.morellawealthtax.com/news/roth-conversions-in-lafayette-what-investors-should-know

The first reaction is often the loudest, but it doesn’t have to be the final one.Life regularly presents situations we d...
09/30/2026

The first reaction is often the loudest, but it doesn’t have to be the final one.

Life regularly presents situations we didn’t request and can’t change. What remains available is the chance to pause, take a wider view, and decide how we want to respond. That choice may not alter the event itself, but it can influence the conversation, the relationship, and the person we become afterward.

One of life’s quieter strengths is learning that composure is not passivity. It is a deliberate response.

What has helped you create space between the first reaction and the one that follows?

A well-managed portfolio doesn’t always mean the rest of your financial life is working together.Investments, taxes, ret...
09/29/2026

A well-managed portfolio doesn’t always mean the rest of your financial life is working together.

Investments, taxes, retirement decisions, and family goals often influence one another in ways that are easy to miss. Our latest article looks at what a longer-term wealth management approach can include and the kinds of questions worth asking along the way.

If different parts of your financial life are starting to feel more connected, this may be a helpful place to begin.

Read the full article:
https://www.morellawealthtax.com/news/building-a-long-term-wealth-management-plan-in-lafayette

One conversation today could make a difference for your family tomorrow.Estate planning is about organizing how your ass...
09/28/2026

One conversation today could make a difference for your family tomorrow.

Estate planning is about organizing how your assets will be managed and distributed.

Tools like wills, trusts, and powers of attorney help provide guidance when it's needed most.

Planning ahead can help your loved ones navigate important decisions with greater clarity.

We believe these conversations are worth having before they're ever needed. Have you started your estate plan?

Clients often ask us, “What do you think the market is going to do?”Our answer is consistent. Short-term market directio...
09/26/2026

Clients often ask us, “What do you think the market is going to do?”

Our answer is consistent.

Short-term market direction is nearly impossible to forecast with any reliability.

Rather than trying to predict the next move, we focus on what we can control: reviewing your , your timeline, your allocation, and your risk tolerance.

Markets will always create headlines.

A solid plan helps you respond to them with less urgency and more clarity.

Some of the most meaningful investments never appear on a financial statement. They appear in the people and organizatio...
09/25/2026

Some of the most meaningful investments never appear on a financial statement. They appear in the people and organizations that make a community stronger.

Last month, our team attended the Healing House 2026 Gala in support of Hope for Grieving Children. Every dollar raised goes directly toward free grief support for local children and families navigating the death of a loved one.

Supporting this work reflects what we value about Louisiana neighbors stepping forward when families need them most. We’re grateful for the quiet, important work they do every day.

Waiting until the last minute on taxes? You're not alone.If you filed a tax extension, the October 15 deadline is gettin...
08/27/2026

Waiting until the last minute on taxes? You're not alone.

If you filed a tax extension, the October 15 deadline is getting closer.

Now is a great time to gather any remaining tax documents.

The months before year-end can also be a valuable time to review tax planning opportunities, Roth conversions, charitable giving strategies, and other year-end planning decisions.

Many tax opportunities come from planning ahead. Is your year-end strategy already underway?

How often do we miss today while waiting for tomorrow?It's easy to keep looking ahead to the next milestone or big momen...
08/20/2026

How often do we miss today while waiting for tomorrow?

It's easy to keep looking ahead to the next milestone or big moment.

But some of life's best moments are already happening right now.

Taking time to appreciate the present can bring more happiness than constantly waiting for what's next.

What are you grateful for today?

Address

2901 Johnston Street, Suite 401
Lafayette, LA
70503

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13378950800

Website

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