FAQs
- What education and/or training do you have that relates to your work?
As a CPA, I am required to take 80 hours of continuing education courses every two years.
Morey & Associates, Inc.
About
I am a certified public accountant, with over 20 years of experience in providing the following:
* Bookkeeping
* Tax preparation
* Payroll services
* Personal financial planning
* Estate planning
In addition, I can provide CFO services and assist in helping to find financing for small businesses. I was named CFO of the year in 2010 by the California Society of CPAs and the Orange County Business Journal.
I am a member of the American Institute for Certified Public Accountants and the California Society of CPAs. I am also a member of the Association fro Corporate Growth (ACG).
I am a board member of Mission Hospital Foundation.
Overview
Hired 4 times
Business hours
This pro hasn't listed their business hours.
Payment methods
Ask this pro about their preferred payment method.
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
Projects and media
Reviews
Exceptional 5.0
5 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Marc M.
Mar 25, 2015
Hired on Thumbtack
Jerry fixed my small business accounting issues in a professional, competent and timely manner. He met me at my convenience and offered excellent suggestions for improvement. I highly recommend Jerry for small business accounting needs.
Accounting
Gerald M.
Mar 16, 2014
Hired on Thumbtack
Jerry Morey and company did a federal and state tax return for our guest student. They did a great job and the price was very fair. I recommend them.
Accounting
Daryl J.
Apr 14, 2014
Jerry has been doing our taxes for many years. I supply the documents and he provides detailed information on the return along with suggestions for changes in the current tax year. If you are looking for a trustworthy tax person, Jerry is the person to contact.
Colleen H.
Jan 31, 2014
Jerry and his staff have been doing my taxes for years. It is nice to be able to just send them the paperwork and not have to think about it again. If I ever have a question, they are quick to respond. Jerry always explains in detail how I might be able to save more in taxes the next year and keeps me apprised of changes in the law.
Paul A.
Apr 10, 2015
Hired on Thumbtack
Individual Tax Preparation