Morey CPA & Associates, Inc. - San Clemente, California

Dap M.

As a dental center here in California, we have used Jerry Morey's team for all our accounting now for over 5 years. They are absolute professionals and have done an incredible job keeping all our accounting and tax requirements in order. We definitely recommend this CPA company for any dental practices. They understand the unique needs of dentists and that allows us to concentrate on dentistry, not accounting. My wife and I also use them for our personal tax preparation and investment advice. They give quality conservative advice to help plan for retirement. Very trustworthy.

Angelica T.

Jerry’s office have been great to me for the last 6 years. I could go with someone cheaper but rather having a trust worthy service and know that my taxes are filled correctly.

Don W.

I have been using Morey and Associates for over 20 years!
There is a reason why I haven’t used anyone else. This company is so professional and detailed.
If you have questions or concerns, they get back with you incredibly quick. The quality of their work and attention to detail is amazing. I highly recommend Morey and Associates. If you want your taxes done quickly, properly, and professionally, at a reasonable price, this is the place!
Thank you Jerry for all your years of service!

Don Willie

Jacqui G.

We discovered Morey CPA & Associates, Inc. when our former CPA left us high and dry right before COVID. Jerry and his team took great care of us and we've been with them every since. I recently started a business and Jerry helped me decide on the best way to set it up. Scheduling time in person or via zoom calls is incredibly easy. We are very happy.

Lynne A.

Morey CPA has been preparing my taxes for 2 years now. Jerry takes care of my corporate and personal returns and I couldn't be happier. I was with my previous CPA for 10+ years and I am glad I made a change. Jerry and his team are super knowledgeable and efficient. They are up to date on all the recent changes and keep me informed not only the current year, but how to prep for the coming year. I would definitely recommend Morey CPA!

Andrea B.

Referred by a colleague. I live in West LA but drove down to San Clemente to meet the team as I was looking for someone long-term. I could have done it all online as well but overall an amazing experience. Quick communication is very important to me and it was extremely easy to get in touch with Jerry and he always responded immediately when I called. I spoke with many accountants before choosing and the process was so seamless and straight forward HIGHLY recommend. My father is a CPA as well (not a tax guy though) but all the things he recommended, Jerry did too. I have zero tax experience and he answered all of my questions thoroughly and taught me a lot. All around great experience! Thank you!!

Bernie S.

I had been working with a CPA for over 20 years and needed to make a change, extremely happy I found Jerry. Reviewed my taxes, answered all my questions, and gave feedback for next year and how the new tax laws would affect us. I would highly recommend working with Jerry.

Brett M.

The team at Morey CPA & Associates continually provide valuable tax information and professional services. We utilize the firm to file personal taxes as a family as well as ensure all legal requirements of our International Surfing non-profit organization are maintained properly with the State of California & IRS. We highly recommend Morey CPA & Associates to any individual, small business or non-profit group.