Tax Preparation & Planning, Accounting, Consulting, Bookkeeping, IRS Representation, Financial Plan
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.
Keywords: tax preparation, tax planning, financial planning, consulting, bookkeeping, accounting, irs representation
Interview Q&A
How long have you been in business?
September 2010
What is your primary product or service?
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.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
After earning his Master of Science in Financial Planning from San Diego State University in 1998, George started his career as a Financial Advisor with Prudential Securities. In 2001 he went back to San Diego State University where he earned his second Masters degree in Accountancy. In 2003 his career in public accounting began. George earned both his Certified Public Accountant (CPA) certificate and Certified Financial Planner (CFP) certificate in 2005. To date he has accumulated over twelve years of experience in public accounting and wealth management.
How do you differentiate yourself from other businesses in your category and area?
Tax planning is how we differentiate ourselves from our competition, we really try to save our clients money by lowering their taxes: income tax, self-employment tax, payroll tax, sales tax, property tax, tax penalties, and interest.
How many locations do you have and do you have plans to expand?
We have one location in Morro Bay, located at 1004 Main Street in downtown Morro Bay.
What type of payments do you accept?
Cash, check, credit card, money order, and debit cards.
Which areas do you service?
We service all 50 states, however most of our clients are located on the central coast.
Who owns your company or runs daily operations?
George Ross, CPA
What are your hours of operation?
9:00 am to 5:30 pm
What is the best compliment anyone can give you?
"You saved my life!" or "You changed my life!", but the compliment I hear the most is "Thank you".
What is your favorite quote or Bible verse?
"Money talks, bullshit walks"