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Morrow & Co.

Morrow & Co.

Reviews Summary

Morrow & Co. receives consistently outstanding reviews for their professionalism, expertise, and reliability. Clients praise their knowledgeable team, particularly highlighting their responsiveness, strategic advice, and ability to simplify complex financial matters. Many appreciate the firm's honesty, reasonable pricing, and seamless handling of taxes, bookkeeping, and business consulting. Long-term clients commend their forward-thinking approach and personalized support, which has helped businesses grow and navigate challenges. The firm is widely recommended for its exceptional service, trustworthiness, and ability to deliver stress-free, accurate results.

About This Listing

Bookkeeping
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Small Businesses
Individual Taxpayers
QuickBooks

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
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

17291 Irvine Blvd Suite 357

Tustin, California 92780

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

We have been working with Morrow & Co for a few years now and have nothing but great things to say. We hired the firm to keep our books for our company, but have continued to lean on them for additional services. Over the years the services and advice provided by Darren and everyone and the office has produced strategy and problem solving to not just use our funds wisely, but the partnership with our company has helped with our business development. Everyone here is extremely professional, forward thinking

I met Darren and his team at Morrow & Co, after my lifelong accountant retired and suggested I see Darren... reluctantly I made the switch hoping my experience at Morrow & Co would at least measure up somewhat to the exceptional experience I had with my former accountant. Darren has exceeded my expectations.... his team is extremely professional, timely and forward thinking. I highly recommend Morrow & Co as a reputable company.

We have know Darren and his company for years since we started our business. He is outstanding accountant, loyal, very trusting also a excellent strategic advisor. They are very professional and quick with their responses. Overall very impressed and definitely recommend Morrow & Co.

Darren has been my CPA for over 10 years. He has always gone out of his way to help me understand my taxes. I started as an insurance agent with 0 policies, and he helped me every step of the way as I have grown my agency to over 2500 policies. Darren helped me save 10,000 in taxes by advising me on getting a corporation. I would refer Darren to all my friends, family and clients.

We have been working with Darren & Co for the past 7 years. We as company highly recommend their services. Always on time, accurate and ready to answer any questions we may have in a timely matter. Great experience when filling with IRS or solving any situation. Thank you Darren and team for your help.

The team is extremely knowledgeable and helpful, it is a delight to work with them. I want to point Yuliana and Lisa always responsive and willing to help. Also Darren Morrow CPA giving me great advice to handle upcoming accounting tasks and events.They made the entire process during the whole year smooth and stress-free. I am definitely keep using their services?

I found Darren's firm through a client who used him as their CPA. Since then I have referred his firm to other clients and have also referred clients to him for Due Diligence financial consulting when they are buying a business. As Business Brokers we work with lots of CPAs and I have found Darren to be one of the best we have had the pleasure of working with. He has a pragmatic approach, he is accessible, and he is also responsive to clients. I am happy to recommend Darren and his firm. Bill Grunau Broker,

Morrow & Co. is a trustworthy company with integrity and individuals I can rely on for my business. They have been a great help to me with my financials, taxes, etc. I highly recommend them.

We were very pleased with the quality work Darren Morrow did on our taxes. We highly recommend Morrow & Co. They are honest and reasonably priced.

Great company to work with. Very knowledgeable and helpful.

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.