George G Ross CPA PFS CFP

George G Ross CPA PFS CFP now trades as Ross | Carreiro | Brown CPAs, P.C., a practice based in Morro Bay, California. It combines tax and accounting work with wealth management, and George Ross holds the CPA, CFP and PFS credentials. The firm serves clients around Morro Bay and the wider Estero Bay area.

Products and services

• Tax preparation and planning: returns and planning for individuals, businesses, estates and trusts.
• Accounting and bookkeeping: routine accounts and books for small businesses and organisations.
• Tax authority representation: the firm is authorised to act for clients in IRS or state tax audits and examinations.
• Wealth management: integrated financial services, retirement planning and estate preservation.

Who it serves

Clients include individuals, small businesses, partnerships, corporations, S-corporations, non-profit organisations, estates and trusts. It lists towns such as Morro Bay, Los Osos, Cayucos, Cambria, San Luis Obispo, Paso Robles and Atascadero among the areas it covers.

Key facts

• Based in: Morro Bay, California
• Credentials: CPA, Certified Financial Planner and Personal Financial Specialist
• Current name: Ross | Carreiro | Brown CPAs, P.C.