About Us
George G Ross CPA PFS CFP is dedicated to providing high quality personalized services and sound advice for each and every one of our clients. Our services cover the needs of individuals, small businesses, partnerships, corporations, Non-profit organizations, S-corporations, Estates, and Trusts.
These services include but are not limited to:
Tax return preparation
Accounting
Tax planning
Bookkeeping
Complete wealth management services
Integrated financial services
Estate preservation
Retirement planning
The products and services we offer
Recommendations Received (16)
"I've referred countless clients to George. Amazing team!"
"I have done business with George, and he isn't easy but he is fair.
I have heard nothing but..."
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"I have done business with George, and he isn't easy but he is fair.
I have heard nothing but good about him from his clients. He works hard and is always looking to expand. He is a real asset to Morro Bay."
Products & Services
Our tax and accounting services include tax return preparation, accounting, tax planning, and bookkeeping
We offer wealth management service, integrated financial services, estate preservation, and retirement planning.
George G Ross CPA PFS CFP offers competitive rates for retirement planning and investment services.
