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George G Ross CPA PFS CFP
About us
If you're looking for excellent accounting, tax, and wealth management services in Morro Bay that you can trust and rely on, you have come to the right place! Our firm is the unique CPA result of the personal attention, commitment and energy we bring to each client relationship. We pride ourselves on providing high quality personalized CPA services and sound advice for each and every one of our clients. Our services cover the needs of individuals, small businesses, partnerships, corporations, Non-profit organizations, S-corporations, Estates, and Trusts. Our tax and accounting services include tax return preparation, accounting, tax planning, and bookkeeping. We also provide complete wealth management services, integrated financial services, estate preservation, and retirement planning. With the wide range of services we provide, we are a one stop shop for all your accounting, tax, and financial needs. In the event of a tax audit or examination, we are authorized to appear before the Internal Revenue Service or state tax agencies on your behalf.As a Certified Public Accountant ( CPA ), Certified Financial Planner ( CFP ), and Personal Financial Specialist ( PFS ), George Ross stands out as the preferred service provider of tax, accounting, and wealth management services...
Hours of operation
Monday9:00AM - 5:30PMTuesday9:00AM - 5:30PMWednesday9:00AM - 5:30PMThursday9:00AM - 5:30PMFriday9:00AM - 5:30PMSat, SunClosed
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Recommendations and reviews from 1 person
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Referral from
December 1, 2014
Heather O. asked:I'm desperately searching for a CPA or qualified tax preparer. We've had a few and just don't seem to gel. Any recommendations would be great. We're looking for someone who specializes in dealing with small businesses (it would be a bonus if they return calls and emails).Greg F. replied:We use George Ross for both Studio Fitness & our personal taxes. We usually meet 2-3 times during the year for planning purposes. That helps tremendously with sales trending and strategic purposes. Very happy. His office is right in Morro Bay 805 772 2808
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