Business Details
Your Trusted Partner for Accounting & Tax Services in Morro Bay
Established to deliver exceptional accounting, tax, and wealth management services, our firm combines personalized attention with deep expertise to serve individuals and businesses across Morro Bay and surrounding communities. With decades of combined experience, our team of Certified Public Accountants and Certified Financial Planners specializes in navigating complex regulatory environments to help clients achieve their financial goals. We offer comprehensive services including tax return preparation, strategic business planning, IRS representation, and integrated wealth management solutions tailored to each client's unique needs.Our commitment to quality is underscored by professional affiliations with the Better Business Bureau, American Institute of CPAs, and California Society of CPAs. Located at 895 Shasta Avenue in Morro Bay, we maintain weekday office hours from 9:00 AM to 5:00 PM, providing accessible expertise backed by proven credentials and a track record of client satisfaction.
Services
Tax Services
Wealth Management
Accounting
IRS Representation
Business Consulting
Retirement Planning
Estate Planning
QuickBooks Advising
Payroll Services
Tax Planning
Highlights and features
- We offer 20+ years of combined experience in public accounting and financial services
- Our team holds multiple industry certifications including CPA, CFP, and PFS designations
- We provide IRS audit representation authorized by professional credentials
- Our local expertise serves Morro Bay, Paso Robles, San Luis Obispo and surrounding areas
- We maintain active memberships with major accounting professional organizations
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- Personal Financial Specialist (PFS)
- Better Business Bureau (BBB)
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
Services
Tax Services
Comprehensive tax solutions including return preparation, strategic planning, and audit representation. Our certified professionals ensure compliance while optimizing tax efficiency for individuals and businesses. Services cover complex regulatory requirements and IRS examination support.
Wealth Management
Integrated wealth management covering investment strategies, retirement planning, and estate preservation. We develop personalized financial roadmaps addressing cash flow, risk management, and long-term wealth transfer objectives for diverse client needs.
Accounting
Full accounting services including bookkeeping, payroll processing, and financial statement preparation. Our expertise supports small businesses and organizations with accurate financial reporting and compliance management tailored to specific industry requirements.
IRS Representation
Authorized IRS audit representation for tax disputes and examinations. Our certified professionals advocate for clients during tax agency proceedings, leveraging deep knowledge of tax code to resolve issues efficiently and protect client interests.
Business Consulting
Strategic business advisory services covering formation, growth strategies, and operational efficiency. We provide tailored guidance for new business setup, QuickBooks implementation, and long-term business succession planning aligned with client objectives.
People
George Ross
CPA, CFP
Certified Public Accountant and Certified Financial Planner with 20+ years experience. Specializes in tax planning, wealth management, and financial services. Holds advanced degrees in financial planning and accountancy from San Diego State University.
Makinzie Carreiro
CPA
Certified Public Accountant serving Central Coast clients since 2015. Specializes in accounting and tax services for local businesses and individuals. Graduated from Cal Poly San Luis Obispo with accounting concentration.
Brenda Brown
CPA
Certified Public Accountant and Central Coast native with expertise in accounting and tax services. Graduated from Cal Poly San Luis Obispo in 2015 and earned CPA certification in 2018. Focuses on personalized client solutions.
Questions
What accounting services do you offer?
We provide full accounting services including bookkeeping, financial statements, payroll processing, and tax compliance for individuals and businesses.
Do you handle IRS audit representation?
Yes, our certified professionals offer authorized IRS audit representation to resolve tax examinations and disputes efficiently.
What areas do you serve?
We serve Morro Bay, Paso Robles, San Luis Obispo, and surrounding Central Coast communities in California.
Are you certified financial planners?
Yes, our team includes Certified Financial Planners who specialize in retirement planning, estate preservation, and investment management.
