George G Ross CPA PFS CFP?
805-772-2808
2350 Main Street
Morro Bay, CA 93442
Morro Bay, CA 93442
Fax: 805-771-8959
No photo available for this business
Business Information
Tax and Accounting Services Tax Preparation Tax Planning Accounting Business Consulting Bookkeeping, IRS Representation, QuickBooks Advising, Strategic Business Planning, New Business Formation, Wealth Management, Financial Services Life Insurance, Estate Planning, Retirement PlanningTax and Accounting Services Tax Preparation Tax Planning Accounting Business Consulting Bookkeeping IRS Representation QuickBooks Advising Strategic Business Planning New Business Formation Financial Services Wealth Management Financial Services Life Insurance Estate Planning Retirement Planning
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 a tax audit, we are authorized to appear on your behalf before the Internal Revenue Service. We also offer a complete range of accounting and bookkeeping services.
Most small businesses, high-net worth individuals, and anyone with complicated tax situations
2010
AICPA, CalCPA
CPA/PFS, CFP?
| MONDAY | : | 9:00AM | - | 5:00PM |
| TUESDAY | : | 9:00AM | - | 5:00PM |
| WEDNESDAY | : | 9:00AM | - | 5:00PM |
| THURSDAY | : | 9:00AM | - | 5:00PM |
| FRIDAY | : | 9:00AM | - | 5:00PM |
Business Description
​We are a full service boutique CPA firm specializing in tax planning and wealth management. Our office is located in North Morro Bay next to Domino's. We provide services to a wide range of businesses and individuals throughout California, however, the majority of our clients are from the Estero Bay communities of Morro Bay, Los Osos, and Cayucos.
We pride ourselves on our continuous professional excellence by providing high quality services and sound advice for each and every one of our clients. Let us be your financial safe harbor.
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