Our Accounting Services
Our California, CA CPA firm offers accounting and tax services designed to save you time and money. At Morey CPA & Associates, Inc. we can take these critical tasks off your hands so you can focus on building your business. We also offer tax return preparation and other services for individuals. Schedule your free consultation by calling 949-485-2011 now or send us a message through our website.
Small Business Accounting
We provide bookkeeping services, prepare meaningful financial statements and can work with you to manage cash flow and put together a budget.
QuickBooks™ Setup, Support and Training
Our QuickBooks accounting services includes setup of your software, personalized training for you and your staff and ongoing support to address questions and troubleshoot problems.
Outsourced CFO and Controller Services
Any small business can benefit from working with a CFO or Controller so we make it cost-effective by offering these services on an outsourced basis.
Stop struggling to process payroll and take advantage of our affordable payroll services. We’ll pay your employees and calculate your payroll tax filings accurately and we’ll do it all at better rates than the national payroll firms.
Incorporation and New Business Advisory
Our incorporation services for new businesses include advising you on the best entity and developing a practical business plan. We can also show you how to secure financing for your new venture.
We analyze financial data to estimate the value of a business for insurance needs, to help negotiate a successful merger or for litigation purposes.
High Net Worth Individuals
Wealth management, budgets and tax services geared toward high net worth individuals.
Jerry Morey has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you.