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Morey CPA & Associates, Inc.
Expert accounting solutions for San Diego businesses and individuals.
5(5 reviews)
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About Morey CPA & Associates, Inc.
Morey CPA & Associates, Inc. is a premier accounting firm based in San Diego, CA, offering comprehensive tax preparation, financial consulting, and business advisory services. Led by Jerry Morey and a team of dedicated professionals, we specialize in helping clients navigate complex tax laws, optimize financial strategies, and achieve their financial goals. With a 4.9/5 rating from satisfied clients, we pride ourselves on personalized service, deep expertise, and a commitment to education and support for businesses and individuals alike.
Business Info
Location
402 W Broadway Suite 400 - #3743, San Diego, CA 92101, USA
Services Offered
Tax Preparation
Professional preparation and filing of federal and state income taxes for individuals and businesses.
Financial Consulting
Personalized advice on tax planning, deductions, credits, and long-term financial strategies.
Business Advisory
Comprehensive support for business accounting, payroll, and financial management, including startup guidance.
Tax Education
Client-focused sessions to explain tax laws and help make informed financial decisions.
Year-Round Support
Ongoing assistance with tax questions, audits, and financial planning beyond tax season.
Reviews
5(5 reviews)
Rating Distribution
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Joshua Turley
via Google
over 1 year ago
Morey CPA and our contacts there, Nick and Liliana, have been excellent to work with. They are prompt and professional. While I will never enjoy doing my taxes, I do appreciate all the help I’ve gotten from these guys and plan to work with them for a long time.
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Dale Cotevia Google
almost 2 years ago
highly recommend Jerry and his accounting firm., Morey CPA & Associates, Inc. very professional and knowledgeable of everything pertaining to our yearly income tax preparation. easily answered all our questions... We had many and so much work to be done!! Great Job.
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Nabil Chmaitvia Google
over 2 years ago
We've been with Morey and Associates since day one of our restaurant business, about 10 years. It's been a great experience for us in general. Great customer service, great personnel, etc. I would like to take this opportunity and thank Jerry Morey, for his excellent and dedicated service. I also want to thank his wonderful associates, like Ricardo, Jeff, etc., for their professionalism and service to us with a smile.
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Steve Cammaratavia Google
over 3 years ago
Very satisfied with first phone consultation. Jerry Morey was very professional and provided detailed, comprehensive answers to all of my tax questions. I had specific questions regarding federal tax credits for our home solar panel system, possible ways to lessen the sting of the 2018 SALT cap, and charitable giving strategies that might result in additional deductions.
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Greg Asatrianvia Google
over 4 years ago
I started working with Jerry last year and he's been beyond helpful. I was relatively new in my career and Jerry not only helped me file my taxes but educated me on the best financial decisions. I highly recommend everyone schedule at consultation with him and know that you will be very happy you did!
