George G Ross CPA PFS CFP

Reviews, get directions and contact details for George G Ross CPA PFS CFP

About

Tax, Accounting, and Wealth Management

Story

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.

Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information.

Address: 2350 Main St, Morro Bay, CA 93442, USA

Phone: (805) 772-2808

Website

moc.liamg@apcssoregroeg

State: California

City: Morro Bay

Zip Code: 93442

Opening Hours

Monday: 10:00 AM – 5:30 PM
Tuesday: 10:00 AM – 5:30 PM
Wednesday: 10:00 AM – 5:30 PM
Thursday: 10:00 AM – 5:30 PM
Friday: 10:00 AM – 5:30 PM
Saturday: Closed
Sunday: Closed

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Reviews

Being business owners we have complicated taxes.  Over the years we have went through several CPA's.  George is by the far the best and always works hard to get us the best return.  I would suggest him to anyone.

 9 years ago (25-09-2017)

There is a specific distinction between George Ross and all the tax professionals I have worked with in the past and that, in one word, is PLANNING.

In the past my accountants did a fine job preparing my tax return, but that was all. Very little time was spent finding out the specifics of my business. George met with me and my wife and ask specific questions that lead to insights and information that made significant changes to our tax planning and structure.

I highly recommend George Ross and his team

 14 years ago (31-12-2012)

George is great! He helped me on my tax returns, gave me suggestions and taught me about my retirement fund. He's a great person to work with, he's very knowledgeable.

 15 years ago (10-02-2012)

George did my taxes this year and I highly recommend him! He is very knowledgeable, friendly and reasonable!

 15 years ago (17-02-2012)

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