George G Ross CPA PFS CFP
Call now
Call now
Website
Call
George G Ross CPA PFS CFP
Preeminent tax, accounting, and wealth management services in Morro Bay you can trust and rely on. If you're looking for excellent accounting, tax, and wealth management services in the Estero Bay Area that you can trust and rely on, you have come to the right place! Our firm is the unique result of personal attention, commitment and energy that 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.
Services
Services
Report
We can help you with every aspect of your tax return preparation and tax planning, including individual, partnership, corporate, S-Corp, non-profit organizations, estate, and trust returns.
We provide the following tax and accounting services: tax return preparation, tax planning, accounting, and bookkeeping.
Our firm also provides the following wealth management services: integrated financial services, complete wealth management, retirement planning, and estate preservation.
In the event of an IRS audit, we are authorized to appear on your behalf before the Internal Revenue Service.
Our Firm
Report
Having earned two separate master's degrees, one in accounting and the other in Financial Planning, I am uniquely qualified to answer my clients' wide spectrum of questions regarding accounting, tax, tax planning, finance, financial analysis, investments, retirement planning, business planning, and cash flow management.
After gaining valuable experience from working for both large and small CPA firms, I was ready to open my own CPA practice.
Morro Bay was the perfect location because of the friendly laid back environment in the Estero Bay community.
Careers
Report
George G Ross CPA PFS CFP is a fast growing accounting and business consulting firm.
We are fully committed to providing our staff with professional growth opportunities.
Our consistent growth and attractive client base have made George Ross CPA a desirable career choice for professionals who prefer the environment of an independent firm, while enjoying challenging and rewarding work.
Along with our competitive and comprehensive benefit programs, these are some of the reasons we are able to retain our highly qualified and professional staff!
Reviews
Review George G Ross CPA PFS CFP

Be the first to review George G Ross CPA PFS CFP.

Write a Review