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Morey CPA & Associates, Inc.

Morey CPA & Associates, Inc.

Reviews Summary

Morey & Associates receives overwhelmingly positive feedback, with most clients praising their expertise, responsiveness, and professionalism. Many highlight long-term satisfaction (10+ years), personalized service, and reliable tax/accounting support for both businesses and individuals. Their team is described as knowledgeable, attentive, and helpful with complex financial needs. A few note occasional communication delays, but overall, clients appreciate their reasonable fees, strategic advice, and ability to simplify accounting processes. The firm is particularly valued by small business owners for bookkeeping, payroll, and tax optimization. High satisfaction stems from their local presence, proactive approach, and consistent results.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Individual Taxpayers
Real Estate
QuickBooks
State-Specific Experience
Years of Practice
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Individual Taxpayers
Real Estate
QuickBooks
State-Specific Experience
Years of Practice
CPA License

Contact Information

Address

11400 Olympic Blvd Suite 200 PMB 222

Los Angeles, California 90064

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I?ve been working with Jerry Morey & his team on my personal income tax preparation for over 25 years. One of the best decisions I?ve made?.. they are very responsive and knowledgeable which has helped me make some important decisions over the years. Their secure portal simplifies the process and makes it easy to organize the documents you provide. I would recommend them to anyone who is looking for help with their federal income tax preparation.

We founded our company in partnership with Morey Associates and worked with them throughout our time in California. Their team, especially our CPA, was always attentive and supportive, providing exceptional service year after year. We truly appreciated their expertise and dedication!

This is the second full year I?ve used Morey. I had placed a home in service as a rental and had done an extensive remodel so I wanted to ensure I set everything up correctly. He also amended my previous return which got me several thousands back. I appreciate their communication and answering all my questions in detail.

The Morey Accounting group, has been wonderful, and a great resource. If you ever have questions the Morey team is always ready to help????. Thanks guys.

I am very happy with Morey CPA and Associates. they were attentive and always with prompt response to all my accounting needs.

Jerry and Ricardo at Morey CPA are really knowledgeable and are on top of their game! Love working with them. Nick

We have been working with Jerry and his team for 10 years for our business and personal taxes. The do all of our books for the business as well. They are attentive and timely. They are also local to San Clemente so it is very convenient for us to work with them. We have had nothing but great experiences with everyone on the team. We highly recommend using their services for your business and personal accounting needs.

Jerry's bookkeeping services has provided us great results over the past few years!

I started working with Morey CPA this year & I am happy to have found them. My books are now organized and taxes are filed on time. They are only a phone call way to answer any of my questions & concerns. Not only they do the accounting for my business, they do the bookkeeping and my payroll as well. It?s great to have those services manage by them. Best of all, their fees are reasonable. Thank you Team Morey CPA. ??

We are business owners and recently changed from a CPA we had used for years to Morey & Associates. It was a Great decision! Morey CPA & Associates is head and shoulders above any CPA firm we have used in more than 20 years. Everyone on their impressively large team is top notch. We could not recommend them more highly.

I was very satisfied with the prompt work Morey CPA & Associates did to complete my taxes. My previous accountant that I had for years was not familiar with new reporting that had to be done for my taxes and I am glad I chose Morey CPA & Associates to do my taxes. They provided prompt and friendly service.

Two kids of CPA firms - those that find every way why you cant do it, and those that find every way why you can. Jerry is an entrepreneur at heart and finds every way to make it happen.

Jerry Morey and his team are extraordinarily conscientious and committed to their clients.

i have been using Morey CPA and Associates for over 20 years to do my tax returns. I trust them for their integrity, efficiency, and accuracy. They call with any questions and always scrutinize my submission in order to give me the best results. I highly recommend them!

I have been with Morey CPA & Associates for over three years now. Morey and his team has saved me lots of money and have made my business accounting, payroll and taxes easy to understand. Morey is always available to discuss any topic and advice accordingly. I highly recommend Morey and his team.

We have been clients of Morey CPA for several years now and their professionalism and expertise to small businesses is unmatched. We own a dental center and have many complicated accounting needs. Mr. Morey's team has always been there to properly advise us and helped us maintain a solid and well managed financial operation. We confidently recommend his accounting firm to any medical or dental professional.

10 years ago, I received a cold call from Morey & Assoc. Normally you just hang up, right? But the lady on the phone was very pleasant, so I listened. And I actually needed to get an accountant for my small business I recently just started, so her timing was spot on. For me they were local and that was very important. Fast forward 10 years later, I couldn't be more pleased. When I call, they answer! It really has been a blessing to me and my small business to have them a phone call away. Highly recommend th

I really appreciate the expertise I receive from Morey CPA and associates. Easy to work with, willing to run various scenarios when appropriate and reasonably priced. On occasion it?s difficult to get someone to respond to me by email or phone which is frustrating. If that happens I just stop by the office and get the matter resolved.

We really appreciate the hard work from the Morey CPA team, especially Ricardo. We have found a reliable and trustworthy home for the future. Very happy with everything. Thank you again.

Morey CPA & Associates, Inc., is an excellent firm to work with. They are great at tax planning and plan execution. Very customer service oriented.

excellent tax preparing service, simple to contact, ask questions often, respond quickly, great pricing ... they do a great job,

Morey and assaciates are great. I have been using them since 2020. The fact I keep coming back should tell you all you need to know. Everyone there are professional and knowledgeable. You cannot go wrong working with them.

Had a great first visit with Jerry. He definitely has your best financial interest as his primary goal. I am gland I found Morey CPA and Associates

Very specific and clear tax advice. Always helpful and willing to answer questions

Fantastic team of CPAs! Jerry, being a specialist himself, works with the most knowledgeable team members who are always available to help. Very happy about working with Jerry and his intellectual team members!

Jerry Morey and his team have provided excellent customer service, tax advice, accounting services and tax returns for the past 10 years.

Having Jerry and Jeff helping me out in every manner since I am a senior citizen I don't understand the tax laws. The beauty of this is Jerry does so all I can say is I feel very comfortable and secure with the whole staff which I've never met most of them but same time I hear thumbs up 10 plus.

Morey CPA were incredibly knowledgeable and helpful in addressing my accounting and tax issues. Thank you to the whole team.

Very knowledgeable tax attorney with great support staff. Highly recommend using their services.

Professional, knowledgeable and communicative; thank you team Morey CPA & Associates.

Very good CPA! Thx guys!

Amazing, Professional and Easy to Work With! Nick and the team take time with me when needed and its so appreciated.

Jerry and his team did a great getting accounting up to speed after my prior accountant retired!

Morley CPA has done our taxes for years. They?re great!

Great company to work with and strategize tax planning and preparation. Always available to clarify complicated situations, staff is great as well

Jerry and his team always provide a seamless and efficient service. I?ll always recommend them!

The service was totally satisfactory.

Helped me get my S-Corp up and running. Very attentive and easy to work with.

Great CPA that gave us great advice on preparing taxes and tax strategy

They helped me with an honest opinion about a potential business opportunity. Thank you guys!

Great service and execution when I was in a time crunch.

Very knowledgeable and helpful in every way. Thanks!

Thank you at Morrey and Associates for a great work and advise

Excellent service, would recommend them highly.

The best advice, book keeping and accounting services!

Detailed! This team is precise, timely and detailed. Thank you.

Incredibly professional, straightforward, and easy to work with

Very very knowledgeable team!

Excellent CPA and accountant!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.