Business Details
Your Trusted Morro Bay Accounting Firm
Established by professionals with decades of combined experience, our firm delivers comprehensive tax, accounting, and wealth management solutions tailored to individuals and businesses across Central California. We specialize in navigating complex regulatory environments while prioritizing personalized service and strategic financial planning. Our team of Certified Public Accountants and Certified Financial Planners brings technical expertise to tax preparation, business consulting, and retirement planning. With a focus on long-term client relationships, we offer IRS representation, estate preservation strategies, and integrated financial services. Our commitment to accuracy and client education ensures clients receive actionable insights aligned with their financial goals.Operating from Morro Bay since our founding, we serve communities from Paso Robles to San Luis Obispo with consistent, reliable expertise. Our approach combines technical proficiency with a deep understanding of local market dynamics to deliver measurable value. We maintain professional affiliations with the American Institute of CPAs and California Society of CPAs, reinforcing our dedication to industry standards. Through continuous education and client-centered service, we address evolving financial challenges with precision. Our office hours provide structured availability while maintaining flexibility for urgent client needs.
Services
Tax Return Preparation
Wealth Management
IRS Representation
Bookkeeping Services
Retirement Planning
Estate Preservation
QuickBooks Advising
New Business Formation
Tax Planning
Investment Management
Highlights and features
- We offer 20+ years of combined CPA experience in tax and financial planning
- Our team holds dual certifications as Certified Public Accountants and Certified Financial Planners
- We provide IRS-authorized representation for audit defense
- Our services integrate tax strategy with comprehensive wealth management
- We maintain active memberships in national and state accounting professional organizations
Associations and certifications
- Better Business Bureau
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
Services
Tax Return Preparation
We prepare comprehensive federal and state tax returns for individuals, businesses, and trusts. Our process ensures compliance while identifying legitimate deductions and credits. Certified professionals review each return to maintain accuracy and minimize audit risk.
Wealth Management
Our integrated wealth management approach combines investment strategy with tax planning. We develop customized plans addressing retirement goals, estate preservation, and risk management for long-term financial security.
IRS Representation
Certified professionals represent clients during IRS audits and examinations. We handle all communications, provide required documentation, and negotiate resolutions while protecting client interests throughout the process.
Bookkeeping Services
We offer complete bookkeeping solutions including payroll processing and financial statement preparation. Our systems ensure accurate records for small businesses and organizations, supporting informed decision-making and tax compliance.
Retirement Planning
We create personalized retirement plans considering tax implications and investment growth. Our strategies optimize retirement accounts while addressing cash flow needs during career transition to post-employment life.
People
George Ross
CPA, CFP, PFS
With over 20 years in public accounting and financial services, George specializes in tax planning and wealth management. He earned dual master's degrees in financial planning and accountancy, holding CPA, CFP, and PFS certifications.
Makinzie Carreiro
CPA
A Cal Poly graduate, Makinzie brings eight years of public accounting experience. Certified in 2018, she focuses on tax services and accounting solutions for local businesses and individuals in the Paso Robles area.
Brenda Brown
CPA
A Central Coast native, Brenda earned her CPA certification in 2018 after graduating from Cal Poly. She specializes in accounting services for small businesses and provides tax solutions to families across the region.
Questions
What accounting services do you offer?
We provide full-service accounting including bookkeeping, financial statements, payroll processing, and tax compliance for individuals and businesses.
Can you help with IRS audit representation?
Yes, our certified professionals provide complete IRS audit defense services, handling all communications and documentation requirements on your behalf.
Do you serve businesses outside Morro Bay?
We serve clients throughout Central California including Paso Robles, San Luis Obispo, Cambria, and surrounding communities.
What financial planning services are available?
Our wealth management includes retirement planning, estate preservation, investment management, and comprehensive financial strategy development.
