◈ Homepage — http://www.cpamorey.com/California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Home Accounting Tax Industries About Blog Free Book Previous Next Small Business Accounting Business Valuation Outsourced Accounting California CPA Firm for Dental, Medical, Veterinary and Real Estate Businesses Proactive Tax Planning and Advisory Services for Growth-Focused Businesses At CPA Morey, we help business owners reduce taxes, improve profitability, and make smarter financial decisions with proactive accounting and advisory services tailored to their industry. Our firm specializes in working with dental practices, medical professionals, veterinary hospitals, and real estate businesses nationwide. We do far more than prepare tax returns. Our experienced CPA team delivers strategic tax planning, outsourced accounting, financial guidance, and business consulting designed to help clients keep more of what they earn and build long-term wealth. Whether you operate a dental practice, medical office, veterinary clinic, or real estate investment company, we provide industry-specific guidance that helps you gain clarity, improve cash flow, and achieve your financial goals. Why Businesses Choose CPA Morey Business owners choose CPA Morey because we combine technical tax expertise with practical business advisory services. Our clients value responsive communication, proactive planning, and industry-specific insight that goes beyond traditional accounting. What Sets Our Firm Apart Industry specialization in dental, medical, veterinary, and real estate accounting Proactive tax reduction strategies Personalized advisory services Experienced California CPA team Technology-driven accounting solutions Year-round strategic guidance Multi-office convenience across Southern California We believe the best CPA relationship is built on strategy, communication, and measurable financial results. Serving Clients Nationwide With offices in Los Angeles, Newport Beach, San Diego, and San Clemente, we proudly serve clients throughout California and across the United States using secure cloud-based accounting and advisory solutions. Whether you need proactive tax planning, outsourced accounting, CFO-level guidance, or industry-focused consulting, our team is ready to help your business thrive. Schedule a Consultation If you’re looking for a California CPA firm that understands the unique needs of dental practices, medical professionals, veterinary clinics, and real estate businesses, contact CPA Morey today to schedule a consultation and discover how proactive accounting and tax planning can help you reduce taxes, increase profitability, and achieve greater financial success. Our Services +Accounting For Businesses +Business Incorporation +Outsourced Accounting +Wealth Management Free Initial Consultation First Name Last Name Email Phone Company Message Free Book Save money on taxes! Get our book now. CALL OUR OFFICE TODAY! 949-485-2011 TAX CENTER Helpful Tools and Resources SIGN UP FOR OUR NEWSLETTER Sign Up Here HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development. ◈ Interior Pages — 28 pages crawledMorey CPA & Associates, Inc. --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Request a Consultation Thank you for your interest in Morey CPA & Associates, Inc. Receive a FREE copy of Thinking Outside the Tax Box* when you schedule your consultation. Our tax reduction planning services are highly effective for business owners making more than $200,000. *The free book offer is limited to successful business owners who fit our target audience. First Name:* Last Name:* Phone Number:* Email Address:* Business Name:* How did you hear about us?: What best describes your situation?: --- Select --- Less than $250k $250-750k $750k-1.5 million $1.5+ million What best describes your business?: --- Select --- Architecture/Engineering Dentistry Doctor Real Estate Self-Storage Veterinary Practice Other Tell us how we can help you (NOTE: We prioritize those who fill this field out): Verification* - Please enter the letters shown below into the text field below the letters. This helps ensure that each entry is submitted by a real person. Reload Image --> Submit Form Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Tax Services in San Clemente | Local Tax Preparation | CPA --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Tax Services Morey CPA & Associates, Inc. offers a variety of tax services in California. Our goal is to provide tax preparation and planning solutions to match the particular needs of each client whether they’re a small business owner or individual taxpayer. We can recommend tax saving strategies, prepare your tax return and become your personal tax advisor. Request a free consultation to learn more about how our California CPA firm can help you save money on taxes. We’ll take the time to answer your questions and clearly explain complicated tax matters. Call 949-485-2011 now to get started. Business Tax Preparation We understand how tax laws apply to businesses in different industries. We’ll determine what kinds of tax breaks you qualify for and which deductions can be taken for your type of business. Income Tax Preparation for Individuals There’s no substitute for working with a qualified professional when it comes to tax preparation. When you try to do your taxes yourself you risk overpaying. Instead, turn to us to get your tax return prepared accurately by an experienced tax accountant.   Tax Planning Services We implement year-round planning to reduce tax liabilities for businesses and individuals. Our tax planning strategies are customized to fit each client’s unique situation. We can also help you prepare for a secure financial future with estate planning, succession planning and retirement planning services. IRS Tax Problem Resolution If you owe back taxes or have received an IRS audit notice, don’t panic. We can file delinquent taxes and negotiate all kinds of tax settlements with the IRS including offers in compromise and installment agreements. Multi-State Tax Services Businesses operating across multiple states deal with a number of unique tax issues. We understand what qualifies as “doing business” or Nexus in other states and can prepare multi-state tax returns. State and Local Taxes Our experience with state and local taxes allows us to help your business decrease effective tax rates and avoid unnecessary penalties. We offer sales and use tax services, tax incentive analysis, and Nexus filings. International Tax Services We offer international tax services for foreign companies conducting business on U.S. soil and American businesses and citizens working overseas.   Jerry Morey has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you. Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Wealth Management Services | California CPA | Newport Beach Accountant --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Wealth Management Services for High Net Worth Individuals Are you planning for tomorrow’s financial goals today? Morey CPA & Associates, Inc. can help you reach your personal and financial ambitions through our customized wealth management services. We'll work closely with you to formulate a sound plan that reflects your financial objectives and safeguards your assets. It’s never too soon to start planning for the future of you and your family. Even if you’ve given this some consideration, a person’s financial priorities evolve as time goes by and any limited plans you already have in place may no longer be sufficient. Whereas college savings planning may have been a priority at one stage in your life, succession, retirement and estate planning may come to the forefront later on. With our assistance you can preserve your wealth for the next generation and feel confident that your family will be financially protected in the years to come. Our wealth management services are perfect for busy professionals with no time to manage their assets, families with a large number of assets and high net worth individuals that want to separate personal assets from a family business. With our assistance you can see a clear picture of where you are now and how your finances can be managed down the road for the benefit of your loved ones. Call our California, CA CPA firm at 949-485-2011 to schedule a free consultation today. Our services include: Asset allocation analysis Investment management Insurance management Charitable giving Budgeting and cash flow College savings Estate Planning We’ll help you put a comprehensive estate plan in place that will minimize taxes and maximize the value of your estate for the benefit of your loved ones. Retirement Planning We’ll put together a retirement plan that can evolve over time to preserve wealth and secure assets with minimal tax implications. Trust Administration Our experience in tax compliance for estates and trusts, estate planning and gift tax planning, makes us a valuable resource for high net worth individuals in the California area. Succession Planning Whether by sale, passing to the next generation, death or disability, we can develop a business succession plan that's in your best interests. Tax Planning and Preparation We take a proactive approach to tax planning for high net worth individuals to help you minimize taxes so you can hold on to more of your assets. Jerry Morey has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you. Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Incorporations | Orange County California --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Business Incorporation Services Starting a new business is an exciting prospect but there are many serious financial and tax implications that must be considered in order to be successful. Make sure you work with a California, CPA firm that understands the needs of local businesses and can help you incorporate in California. At Morey CPA & Associates, Inc., we offer more than routine business incorporation services. We describe the pros and cons of each type of entity, help you develop a sound business plan and formulate a proactive tax planning strategy. With our counsel and encouragement you can feel confident that your new business will get the best start possible. Make sure your new business hits the ground running! Call Morey CPA & Associates, Inc. at 949-485-2011 and schedule a free consultation to learn more about our incorporation and business advisory services. Entity Selection We can explain what it means to incorporate as an LLC, LLP, C Corporation or S Corporation so you understand each option. Then we’ll evaluate your new business and determine which type of entity will bring the most financial benefits. New Business Advisory We help you cultivate a solid plan of action to realize your dream of owning a small business. We’ll learn about your goals in order to clearly define your company’s direction and translate it into a sound business plan so you can obtain financing. We also make ourselves available to answer questions and offer recommendations on how to best manage your finances. Business Tax Planning We manage tax liability by ensuring you select the appropriate entity, take advantage of any tax breaks that apply to your industry and are always in compliance with both Federal and State tax laws.   What type of business should I form? Jerry Morey has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you. Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Morey CPA & Associates, Inc. --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Newsletter Sign Up We offer a free monthly newsletter featuring timely, useful tax savings strategies and tax planning tips for businesses and individuals. To sign up, please click the subscribe link below. We offer a free monthly newsletter featuring timely, useful tax savings strategies and tax planning tips for businesses and individuals. To sign up, please click the subscribe link below. Name*: Company Name: Email Address*: Custom Field: Verification -- Please enter the letters from the image into the text field. This helps ensure that each entry is submitted by a real person. Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Outsourced Accounting | Orange County CPA | Newport Beach --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Outsourced Accounting and Bookkeeping Services Are you struggling to keep up with the accounting and bookkeeping needs of your small business? Consider outsourcing these critical tasks to a local California, CA CPA firm that specializes in accounting services for small businesses. At Morey CPA & Associates, Inc. we assist businesses in a wide variety of industries with everything from payroll and accounts payable to credit card reconciliations and balance sheets. When you work with us, you’ll feel confident knowing you’ve outsourced your accounting tasks to a qualified financial professional that always keeps you informed. We’ll deliver relevant, meaningful financial reports showing where your money is going so you can closely monitor expenses. This detailed reporting along with our regular support will help you to find ways to cut costs, increase profits and grow your business. Our outsourced accounting and bookkeeping services are economical for small businesses because you only pay for what you need instead of hiring a full-time bookkeeper or accounting department. Don't wait until you’re behind on your bookkeeping, call us today at 949-485-2011 and schedule a free initial consultation to get started. Outsourced Accounting Services We supply accounting services to small businesses throughout the California area. We’ll prepare weekly and monthly financial statements, create budgets and much more. Outsourced Bookkeeping Services We can assume responsibility for various bookkeeping duties including journal entries, general ledger maintenance and monthly closings. We also offer cash balance tracking to manage cash flow. Accounts Payable and Receivable Our attention to detail means we enter invoices with care so your bills are paid correctly and sent out to vendors on time. We’ll also save you time by reconciling bank and credit card statements each month. Payroll Services Our payroll services will save you time, resources and headaches. When we process your payroll you can be sure it will be calculated accurately and your employees will be paid on time. We can also take care of payroll taxes so you don’t have to worry about penalties for late filings.   Jerry Morey has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you. Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . CPA Tax Accountants | California | Call Morey CPA --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Previous Next Small Business Accounting Business Valuation Outsourced Accounting California CPA Firm for Dental, Medical, Veterinary and Real Estate Businesses Proactive Tax Planning and Advisory Services for Growth-Focused Businesses At CPA Morey, we help business owners reduce taxes, improve profitability, and make smarter financial decisions with proactive accounting and advisory services tailored to their industry. Our firm specializes in working with dental practices, medical professionals, veterinary hospitals, and real estate businesses nationwide. We do far more than prepare tax returns. Our experienced CPA team delivers strategic tax planning, outsourced accounting, financial guidance, and business consulting designed to help clients keep more of what they earn and build long-term wealth. Whether you operate a dental practice, medical office, veterinary clinic, or real estate investment company, we provide industry-specific guidance that helps you gain clarity, improve cash flow, and achieve your financial goals. Why Businesses Choose CPA Morey Business owners choose CPA Morey because we combine technical tax expertise with practical business advisory services. Our clients value responsive communication, proactive planning, and industry-specific insight that goes beyond traditional accounting. What Sets Our Firm Apart Industry specialization in dental, medical, veterinary, and real estate accounting Proactive tax reduction strategies Personalized advisory services Experienced California CPA team Technology-driven accounting solutions Year-round strategic guidance Multi-office convenience across Southern California We believe the best CPA relationship is built on strategy, communication, and measurable financial results. Serving Clients Nationwide With offices in Los Angeles, Newport Beach, San Diego, and San Clemente, we proudly serve clients throughout California and across the United States using secure cloud-based accounting and advisory solutions. Whether you need proactive tax planning, outsourced accounting, CFO-level guidance, or industry-focused consulting, our team is ready to help your business thrive. Schedule a Consultation If you’re looking for a California CPA firm that understands the unique needs of dental practices, medical professionals, veterinary clinics, and real estate businesses, contact CPA Morey today to schedule a consultation and discover how proactive accounting and tax planning can help you reduce taxes, increase profitability, and achieve greater financial success. Our Services + Accounting For Businesses We focus on providing practical accounting solutions for small business owners. For all types of California businesses, we can offer the right combination of accounting services, tax strategies and personal service to match your needs and budget. Read More + Business Incorporation We can explain what it means to incorporate as an LLC, LLP, C Corporation or S Corporation so you understand each option and will make the right decision for your new business. Read More + Outsourced Accounting If you are struggling to keep up with the accounting and bookkeeping needs of your small business, consider outsourcing these critical tasks to a local California CPA firm. Read More + Wealth Management It's never too soon to start planning for the future of you and your family. Let us help you reach your personal and financial ambitions through our customized wealth management services. Read More Free Initial Consultation First Name Last Name Email Phone Company Message Free Book Save money on taxes! Get our book now. CALL OUR OFFICE TODAY! 949-485-2011 TAX CENTER Helpful Tools and Resources SIGN UP FOR OUR NEWSLETTER Sign Up Here HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Tax Preparation Services | California, CA Tax Returns --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Tax Preparation Services Preparing your own tax return is not as easy as it sounds. The U.S. tax code is so complicated that even filing a relatively simple return can produce questions the average person can’t answer. You can easily overlook credits and deductions that you’re entitled to, costing you money. While a tax software system can help, it will never replace the insight of a real tax professional. At Morey CPA & Associates, Inc. we deliver accurate, efficient preparation of all types of tax returns including corporate tax filings, multi-state taxes and individual income tax returns. Call Morey CPA & Associates, Inc. now at 949-485-2011 to learn more about our California, CA tax preparation services or request a free consultation through our website. Our income tax preparation services include: Business Tax Preparation We prepare business tax returns for sole proprietors, partnerships, limited liability companies and corporations. Whether your business operates in California only or has locations in multiple states, we can prepare and file your State and Federal taxes. Tax Returns for Individuals When you turn to us for tax preparation you’ll have peace of mind knowing that your income tax return reflects all the savings you’re owed according to current regulations. We offer quick turnaround on individual tax returns so you can get your money back fast. Trust, Gift and Estate Tax Returns Not all tax preparers possess the skills and training needed to prepare trust, gift and estate tax returns, but we’re fully qualified to process both Federal and State. We meticulously prepare these types of returns and file them in a timely manner to avoid penalties. Non-Profit Tax Preparation We prepare Form 990 tax returns for all kinds of California non-profit organizations including churches, charities and foundations. Expatriate Tax Preparation United States citizens working across the border in Canada, Mexico, or overseas, need tax preparation services from an accountant that knows international tax law. We have the skills and knowledge to prepare these types of tax returns and file them electronically. Jerry Morey has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you. Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . CPA Tax Accountants | California | Call Morey CPA --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Previous Next Small Business Accounting Business Valuation Outsourced Accounting California CPA Firm for Dental, Medical, Veterinary and Real Estate Businesses Proactive Tax Planning and Advisory Services for Growth-Focused Businesses At CPA Morey, we help business owners reduce taxes, improve profitability, and make smarter financial decisions with proactive accounting and advisory services tailored to their industry. Our firm specializes in working with dental practices, medical professionals, veterinary hospitals, and real estate businesses nationwide. We do far more than prepare tax returns. Our experienced CPA team delivers strategic tax planning, outsourced accounting, financial guidance, and business consulting designed to help clients keep more of what they earn and build long-term wealth. Whether you operate a dental practice, medical office, veterinary clinic, or real estate investment company, we provide industry-specific guidance that helps you gain clarity, improve cash flow, and achieve your financial goals. Why Businesses Choose CPA Morey Business owners choose CPA Morey because we combine technical tax expertise with practical business advisory services. Our clients value responsive communication, proactive planning, and industry-specific insight that goes beyond traditional accounting. What Sets Our Firm Apart Industry specialization in dental, medical, veterinary, and real estate accounting Proactive tax reduction strategies Personalized advisory services Experienced California CPA team Technology-driven accounting solutions Year-round strategic guidance Multi-office convenience across Southern California We believe the best CPA relationship is built on strategy, communication, and measurable financial results. Serving Clients Nationwide With offices in Los Angeles, Newport Beach, San Diego, and San Clemente, we proudly serve clients throughout California and across the United States using secure cloud-based accounting and advisory solutions. Whether you need proactive tax planning, outsourced accounting, CFO-level guidance, or industry-focused consulting, our team is ready to help your business thrive. Schedule a Consultation If you’re looking for a California CPA firm that understands the unique needs of dental practices, medical professionals, veterinary clinics, and real estate businesses, contact CPA Morey today to schedule a consultation and discover how proactive accounting and tax planning can help you reduce taxes, increase profitability, and achieve greater financial success. Our Services + Accounting For Businesses We focus on providing practical accounting solutions for small business owners. For all types of California businesses, we can offer the right combination of accounting services, tax strategies and personal service to match your needs and budget. Read More + Business Incorporation We can explain what it means to incorporate as an LLC, LLP, C Corporation or S Corporation so you understand each option and will make the right decision for your new business. Read More + Outsourced Accounting If you are struggling to keep up with the accounting and bookkeeping needs of your small business, consider outsourcing these critical tasks to a local California CPA firm. Read More + Wealth Management It's never too soon to start planning for the future of you and your family. Let us help you reach your personal and financial ambitions through our customized wealth management services. Read More Free Initial Consultation First Name Last Name Email Phone Company Message Free Book Save money on taxes! Get our book now. CALL OUR OFFICE TODAY! 949-485-2011 TAX CENTER Helpful Tools and Resources SIGN UP FOR OUR NEWSLETTER Sign Up Here HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Tax Planning | California CPA firm for Businesses & Individuals --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Tax Planning Services Every business needs to keep their tax burden low so they can maximize profits and have money to grow. To put a tax planning strategy in place that helps you take advantage of every possible deduction, you need the assistance of a qualified tax accountant. At Morey CPA & Associates, Inc. our California CPA firm is highly experienced in tax planning and compliance for both businesses and individuals so we can save you the most money on your taxes. We understand that you work very hard for your money so we design an innovative tax plan with the goal of keeping more of it in your pocket. We know the regulations governing individual taxpayers and businesses inside and out so you can feel confident that your taxes are being calculated in line with all current tax laws. And if you’re opening a new business, we can advise you on which entity will offer maximum long-term tax savings as your business evolves. Don’t waste time worrying about taxes and wondering what you’ll owe when the next deadline approaches. Call Morey CPA & Associates, Inc. at 949-485-2011 and together we’ll develop tax strategies to fit your needs so there will be no surprises at the end of the year. We offer a free initial consultation . Our tax planning services for businesses and individuals include: Strategic Tax Planning We’re constantly searching for new opportunities to minimize tax liabilities for our small business clients. We develop optimal tax planning strategies to manage your effective tax rate and keep taxes low in order to free up more resources to build your business. Alternative Minimum Tax Planning To deal effectively with this tax we offer alternative minimum tax planning and can prepare the necessary paperwork to determine if you owe Alternative Minimum Tax. Estate Planning Estate planning is important no matter what stage you’re at in life. Our estate tax planning solutions will keep the taxes owed on your estate at a minimum. Jerry Morey has earned the special designation of being a Certified Tax Planner (CTP). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you. Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . CPA Tax Accountants | California | Call Morey CPA --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Previous Next Small Business Accounting Business Valuation Outsourced Accounting California CPA Firm for Dental, Medical, Veterinary and Real Estate Businesses Proactive Tax Planning and Advisory Services for Growth-Focused Businesses At CPA Morey, we help business owners reduce taxes, improve profitability, and make smarter financial decisions with proactive accounting and advisory services tailored to their industry. Our firm specializes in working with dental practices, medical professionals, veterinary hospitals, and real estate businesses nationwide. We do far more than prepare tax returns. Our experienced CPA team delivers strategic tax planning, outsourced accounting, financial guidance, and business consulting designed to help clients keep more of what they earn and build long-term wealth. Whether you operate a dental practice, medical office, veterinary clinic, or real estate investment company, we provide industry-specific guidance that helps you gain clarity, improve cash flow, and achieve your financial goals. Why Businesses Choose CPA Morey Business owners choose CPA Morey because we combine technical tax expertise with practical business advisory services. Our clients value responsive communication, proactive planning, and industry-specific insight that goes beyond traditional accounting. What Sets Our Firm Apart Industry specialization in dental, medical, veterinary, and real estate accounting Proactive tax reduction strategies Personalized advisory services Experienced California CPA team Technology-driven accounting solutions Year-round strategic guidance Multi-office convenience across Southern California We believe the best CPA relationship is built on strategy, communication, and measurable financial results. Serving Clients Nationwide With offices in Los Angeles, Newport Beach, San Diego, and San Clemente, we proudly serve clients throughout California and across the United States using secure cloud-based accounting and advisory solutions. Whether you need proactive tax planning, outsourced accounting, CFO-level guidance, or industry-focused consulting, our team is ready to help your business thrive. Schedule a Consultation If you’re looking for a California CPA firm that understands the unique needs of dental practices, medical professionals, veterinary clinics, and real estate businesses, contact CPA Morey today to schedule a consultation and discover how proactive accounting and tax planning can help you reduce taxes, increase profitability, and achieve greater financial success. Our Services + Accounting For Businesses We focus on providing practical accounting solutions for small business owners. For all types of California businesses, we can offer the right combination of accounting services, tax strategies and personal service to match your needs and budget. Read More + Business Incorporation We can explain what it means to incorporate as an LLC, LLP, C Corporation or S Corporation so you understand each option and will make the right decision for your new business. Read More + Outsourced Accounting If you are struggling to keep up with the accounting and bookkeeping needs of your small business, consider outsourcing these critical tasks to a local California CPA firm. Read More + Wealth Management It's never too soon to start planning for the future of you and your family. Let us help you reach your personal and financial ambitions through our customized wealth management services. Read More Free Initial Consultation First Name Last Name Email Phone Company Message Free Book Save money on taxes! Get our book now. CALL OUR OFFICE TODAY! 949-485-2011 TAX CENTER Helpful Tools and Resources SIGN UP FOR OUR NEWSLETTER Sign Up Here HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Privacy Policy for our California CPA Firm --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Privacy Policy Terms And Conditions For Use Of This Site At Morey CPA & Associates, Inc., we respect your concerns about privacy. This policy was developed so you may visit and use our site without being concerned about how this information is being used. In a nutshell, we do not and will not sell, rent, nor pass your information onto any third parties. If you have any concerns, please contact us. Privacy Policy Morey CPA & Associates, Inc. is bound by professional standards and ethics. We strive to ensure that your information is always protected and your right to privacy is honored and respected. We will not collect any personal information about our website visitors unless it is voluntarily submitted, in which case we will act in a responsible manner to protect your personal information. As part of the services that we provide, we do collect nonpublic information from you from the following sources: Information we receive from you on tax organizers, worksheets and other financial documents; Information about your transactions with others; We do not disclose any nonpublic, personal information about our clients or former clients to anyone, except as permitted by law. We give users choice and consent over how their personal information is used, and remove names upon request. If you want to modify or delete any personal information you have provided, simply contact us at 949-485-2011. Third Party Use We will NOT release your name or any information pertaining to you to other organizations. Your email address will not be released to any third party. We will not share with others any demographic information that you may provide us that can be identified as relating to you personally. Copyrights and Trademarks This site as a whole is copyrighted as a collective work, and individual works appearing on or accessible through this site are likewise subject to copyright protection. You agree to honor the copyrights in this site (including the selection, coordination and arrangement of the contents of this site) and in the works available on or through this site. You may download and maintain single copies of designated materials for your personal use only. In addition, trademarks and trade dress belonging to us or to others appear on or are accessible through this site. The fact that we have permitted you access to this site does not constitute authorization to reproduce our trademarks or trade dress for any other purpose. By submitting any material to us, such as by posting a comment to a discussion group, or by sending to us an email, you are thereby granting to us a non-exclusive license to reproduce, display, distribute, modify and create derivative works from such material and to use such material and the fact of your authorship of it for marketing purposes. Disclaimers and Limitations of Warranties This site is provided as a research and reference tool. Although we make every reasonable effort to ensure that the information, tools, and data provided at this site are useful, accurate, and current, we cannot guarantee that it is error-free. This site and the information available through it do not, and are not intended to constitute legal advice. By using this site, you assume all responsibility for and risk arising from your use of and reliance upon the contents of the site. References and links to products and services belonging to third parties are provided for your convenience and do not represent our endorsement of such products or services. This site and its contents are provided "as is." We disclaim all warranties, express and implied, including the implied warranties of merchantability and of fitness for a particular purpose with respect to any information contained on, accessible through or derived by you from this site. Termination of Site and Site Access We reserve the right to change the contents of this site or to discontinue it at any time, as well as the right to deny access to the site to any person whom we have reasonable grounds to believe may be using the site for an unlawful or unauthorized purpose or in a manner that may harm us. Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Morey CPA & Associates, Inc. --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Tax Center We have compiled this resource center to provide you with tools and resources to complement our tax services. Here you can track your tax refund, make use of various handy calculators, or stay current on the latest tax issues affecting individuals and business professionals. Track Your Refund Track your federal refund . Track your state refund . Download Tax Forms and Publications View and download forms or publications offered by the IRS . View and download forms offered by your state . Record Retention Guide View record retention guides for businesses and individuals. Tax Organizer Download our easy-to-use tax organizer . Tax Calculators View some helpful tax calculators . Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . QuickBooks Support Newport Beach | California CPA Accounting --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book QuickBooks™ Support and Setup Services QuickBooks accounting software is ideal for small business owners because it can track the essential data you need to manage your finances. To make sure you’re taking advantage of all QuickBooks has to offer, contact us for a free consultation . We’re highly trained on the routine and more complex features of QuickBooks. We can recommend the best version of software for your business, perform the initial setup with ease, and provide ongoing support. We can also travel to your office to conduct on-site QuickBooks training sessions. Call us at 949-485-2011 now to learn more. Choosing the Right Version of QuickBooks We’ll discuss the accounting and bookkeeping requirements of your particular business in order to identify which version of QuickBooks is best for you. QuickBooks Setup and Installation Making mistakes when setting up your QuickBooks software can result in time-consuming fixes later on. Get QuickBooks setup right the first time when you work with Morey CPA & Associates, Inc.. We’ll identify which accounts to import, create templates and map accounts properly for easier tax preparation. QuickBooks Training Don’t waste time in a generic QuickBooks class learning about functions you’ll never use. We offer QuickBooks training sessions designed around the needs of you and your employees. We can show you how to create monthly reports, streamline the data entry process and share tips that will increase productivity. QuickBooks Support Answers to your QuickBooks questions are just a phone call away when you work with Morey CPA & Associates, Inc.. You can count on us for dependable advice and simple solutions to get you back on track when you experience a problem. We can also show you how to avoid additional errors so you can keep your records clean and accurate. QuickBooks File Review and Clean Up When your financial data has been maintained properly throughout the year, tax time will be less stressful and less expensive. If you’re concerned that some of your entries are incorrect, we can review and clean up your QuickBooks file.  Jerry Morey has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you. Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Morey CPA & Associates, Inc. --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Contact Us Office Hours: 9am-5pm Monday-Friday. After hours appointments available. San Clemente, CA 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 Phone 949-485-2011 Fax 949-777-6228 Email [email protected] Newport Beach, CA 4590 MacArthur Boulevard Suite 500 Newport Beach, CA 92660 Phone 949-759-5626 Email [email protected] San Diego, CA 402 West Broadway Suite 400 - #3743 San Diego, CA 92101 Phone 619-782-9131 Email [email protected] Los Angeles, CA 11400 West Olympic Blvd Suite 200 PMB 222 Los Angeles, CA 90064 Phone 310-796-7811 Email [email protected] Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Newport Beach CPA Accountants | Morey CPA & Associates, Inc. --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book About Morey CPA & Associates, Inc. Morey CPA & Associates, Inc. is dedicated to providing accounting, bookkeeping and tax solutions that fit the needs of small businesses and individuals. As a California CPA firm our office is conveniently located and we offer personal service at competitive rates. Accounting and Tax Services from an Experienced CPA firm Whether you’re starting a new business, running an established business or just need annual income tax preparation, we're here to help. We can also assist you with a variety of accounting services. From financial statements, budgets and cash flow management to QuickBooks support, tax planning and new business advisory, we continue to strive for excellence in all we do. Let us put our years of experience to work for you! Call us at 949-485-2011 today for more information and to schedule your free initial consultation . Jerry H. Morey, CPA is founder and President of Morey CPA & Associates, Inc.. Mr. Morey graduated from California State University, Fullerton with a Bachelors of Arts degree in Business Administration. He has been a licensed Certified Public Accountant in California for over 20 years. He has been a member of the American Institute of Certified Public Accounts (AICPA) for over 20 years. A member of the California Society of CPA’s for over 20 years. A member of the Association for Corporate Growth (ACG) A Board member of Mission Hospital Foundation serving Mission Hospital Mission Viejo and Mission Hospital Laguna Beach as part of the Providence Health System. In addition, Mr. Morey serves on the Finance Committee for Mission Hospital Foundation. Provided Controller/CFO services for Metaegnics, Inc. for 15 years. Grew Metagenics from $23 million in revenue in 1996 to $280 million in 2009 when he negotiated the sale of Metagenics to Amway (Alticor) in 2009. Served as both COO/CFO for Metagenics under Amway’s ownership until the end of 2011. Oversaw the preparation of both domestic/international tax preparation for multiple entities. Currently a Board of Director for Metagenics a $300 million subsidiary of Amway (a company with $14 billion in revenue). Provided interim CFO services for American Career College & West Coast University from March 2012 until June 2014. A company with $250 million in revenue. Oversaw the preparation of tax returns for multiple entities. “CFO of the Year” – awarded by the OC Business Journal and CA Society of CPAs in 2010. As a Certified Public Account, Mr. Morey is licensed to practice before the Internal Revenue Service. In addition, Morey & Associates employs Enrolled Agents (EA) as well as CPAs. All tax returns are reviewed & finalized by a CPA. Jerry Morey has earned the special designation of being a Certified Tax Planner (CTP). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you. Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . CPA Tax Accountants | California | Call Morey CPA --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Previous Next Small Business Accounting Business Valuation Outsourced Accounting California CPA Firm for Dental, Medical, Veterinary and Real Estate Businesses Proactive Tax Planning and Advisory Services for Growth-Focused Businesses At CPA Morey, we help business owners reduce taxes, improve profitability, and make smarter financial decisions with proactive accounting and advisory services tailored to their industry. Our firm specializes in working with dental practices, medical professionals, veterinary hospitals, and real estate businesses nationwide. We do far more than prepare tax returns. Our experienced CPA team delivers strategic tax planning, outsourced accounting, financial guidance, and business consulting designed to help clients keep more of what they earn and build long-term wealth. Whether you operate a dental practice, medical office, veterinary clinic, or real estate investment company, we provide industry-specific guidance that helps you gain clarity, improve cash flow, and achieve your financial goals. Why Businesses Choose CPA Morey Business owners choose CPA Morey because we combine technical tax expertise with practical business advisory services. Our clients value responsive communication, proactive planning, and industry-specific insight that goes beyond traditional accounting. What Sets Our Firm Apart Industry specialization in dental, medical, veterinary, and real estate accounting Proactive tax reduction strategies Personalized advisory services Experienced California CPA team Technology-driven accounting solutions Year-round strategic guidance Multi-office convenience across Southern California We believe the best CPA relationship is built on strategy, communication, and measurable financial results. Serving Clients Nationwide With offices in Los Angeles, Newport Beach, San Diego, and San Clemente, we proudly serve clients throughout California and across the United States using secure cloud-based accounting and advisory solutions. Whether you need proactive tax planning, outsourced accounting, CFO-level guidance, or industry-focused consulting, our team is ready to help your business thrive. Schedule a Consultation If you’re looking for a California CPA firm that understands the unique needs of dental practices, medical professionals, veterinary clinics, and real estate businesses, contact CPA Morey today to schedule a consultation and discover how proactive accounting and tax planning can help you reduce taxes, increase profitability, and achieve greater financial success. Our Services + Accounting For Businesses We focus on providing practical accounting solutions for small business owners. For all types of California businesses, we can offer the right combination of accounting services, tax strategies and personal service to match your needs and budget. Read More + Business Incorporation We can explain what it means to incorporate as an LLC, LLP, C Corporation or S Corporation so you understand each option and will make the right decision for your new business. Read More + Outsourced Accounting If you are struggling to keep up with the accounting and bookkeeping needs of your small business, consider outsourcing these critical tasks to a local California CPA firm. Read More + Wealth Management It's never too soon to start planning for the future of you and your family. Let us help you reach your personal and financial ambitions through our customized wealth management services. Read More Free Initial Consultation First Name Last Name Email Phone Company Message Free Book Save money on taxes! Get our book now. CALL OUR OFFICE TODAY! 949-485-2011 TAX CENTER Helpful Tools and Resources SIGN UP FOR OUR NEWSLETTER Sign Up Here HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Payroll Services California | Payroll for Small Businesses --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Payroll Processing Services Savvy business owners don't spend valuable time and energy trying to process payroll in-house. Printing and distributing checks, calculating payroll taxes and preparing reports can quickly sap your resources. Our California CPA firm offers payroll processing solutions to save you time and make running your business easier. When you outsource your payroll to Morey CPA & Associates, Inc., you’ll have peace of mind knowing that this critical aspect of your business is being handled by a firm that understands the ins and outs of payroll processing. We know how to pay different types of workers and how to correctly calculate payroll tax filings. We’ll submit all your federal and state tax deposits on time to avoid penalties and prepare W-2s and 1099s with precision. We can also deal with time-consuming issues like unemployment claims, worker’s compensation audits and other complicated payroll tasks. And we’ll always keep you informed with detailed payroll reports organized to your specifications. Best of all, you’ll receive the friendly service and personal attention that comes from working with a California payroll provider. We’ll take the time to conduct a thorough assessment of your payroll needs and formulate a package to meet them. Then we’ll work hard to deliver regular, reliable service and answer any questions along the way. We encourage you to take advantage of our free initial consultation to learn more. Call us at 949-485-2011 and schedule an appointment today. Payroll Processing Our payroll processing rates are lower than the larger national payroll companies and will fit the budget of any small business. Weekly, bi-weekly or monthly payroll processing Direct deposits Comprehensive payroll reporting Worker's compensation audits Unemployment claims Weekly or monthly accounting summaries Customized payroll reports Payroll Tax Services We can take payroll tax fillings off your hands! We'll file your payroll taxes on time and prepare tax documents at the end of the year. Preparation of W-2s and W-3s Preparation of 1099s Federal payroll tax filings State payroll tax filings Jerry Morey has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you. Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Business Valuations | Orange County CA --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Business Valuation Services At Morey CPA & Associates, Inc. we specialize in business valuation services. Whether you need to estimate the value of a business for litigation, insurance needs, a merger, or a buy-sell agreement, we’re fully qualified to assist you. We are Accredited in Business Valuation (ABV) so we uphold the highest standards in determining the value of a business. First, we methodically analyze financial data including tangible and intangible assets. Then we consider how the industry your business operates in and other economic factors affect the overall value. We carefully scrutinize all this information to accurately calculate the current business value. If you're interested in discussing your business valuation needs with a local California, CA CPA firm in more detail, give us a call at 949-485-2011 . We offer a free initial consultation . Mergers and Acquisitions A reliable business valuation is a critical component in formulating a deal for the sale or purchase of a business. A business valuation conducted by Morey CPA & Associates, Inc. will assist in negotiations and facilitate the best outcome for both parties Buy-Sell Agreements Buy-sell agreements are a critical part of planning for the future of any business with multiple owners. The value of the business plays an integral role in these plans and we can help by interpreting the financial data and delivering conclusions that best represent the present state of your business. Tax Planning Our business valuation services are perfect for tax planning purposes including estate planning, gift taxes and overall tax minimization. Jerry Morey has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you. Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Newport Beach CPA Accounting Firm --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Small Business Accounting Services At Morey CPA & Associates, Inc. we focus on providing practical accounting solutions for small business owners. From new ventures to established companies, our California CPA firm offers the right combination of accounting services, tax strategies and personal service to match your needs and budget. We’re sensitive to the fact that small businesses need to maximize resources in order to succeed in today’s economy so we provide the tools you need to stay on top of your finances. We make sure your bookkeeping is organized and up to date, provide detailed financial reports and develop a comprehensive tax plan to minimize taxes. We invite you to take advantage of our free initial consultation to explain the accounting and bookkeeping needs of your business. Call 949-485-2011 now to schedule an appointment. Full-Service Accounting and Bookkeeping We keep our small business clients on track financially with bookkeeping, budgeting, regular financial statements and cash flow management. Compilations, Reviews, and Audit Services We offer compilations of financial statements or conduct a review for a higher level of service with limited assurance. Our audit services offer the highest level of assurance to investors and creditors so they can be confident that your records clearly represent the financial state of your small business. Outsourced Accounting Services When you outsource some or all of your accounting functions to us you can eliminate the need for an in-house bookkeeper. Real Estate Accounting Services We specialize in accounting services for the real estate industry and work with everyone from property managers to real estate investment trust companies. Financial and Business Consulting Our business consulting solutions will limit expenses, improve operations and enhance profitability so your business can grow. QuickBooks™ Setup, Support and Training From initial setup and training to ongoing QuickBooks support, we’ll make sure you’re using this accounting software to the fullest and maintaining accurate records throughout the year. Outsourced CFO and Controller Services Receive profit analysis, forecasting and financial oversight from an experienced CFO or Controller. We can also assist growing companies with mergers, acquisitions and risk management. Incorporation and New Business Advisory If you’re starting a new business we can advise on which entity is right for you. We can also help you prepare a business plan, find sources of capital and secure a business loan. Payroll Services Besides processing payroll for your employees, we’ll handle unemployment claims and submit all your State and Federal payroll tax filings on time. Wealth Management We work with you one-on-one to outline a sound retirement plan and develop a practical college savings plan to make sure the funds are in place to support you and your family’s future. Tax Services In addition to annual tax preparation, we’ll design an innovative tax planning strategy that will reduce your tax burden and allow you to keep more of your profits. Jerry Morey has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you. Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . CPA Tax Accountants | California | Call Morey CPA --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Previous Next Small Business Accounting Business Valuation Outsourced Accounting California CPA Firm for Dental, Medical, Veterinary and Real Estate Businesses Proactive Tax Planning and Advisory Services for Growth-Focused Businesses At CPA Morey, we help business owners reduce taxes, improve profitability, and make smarter financial decisions with proactive accounting and advisory services tailored to their industry. Our firm specializes in working with dental practices, medical professionals, veterinary hospitals, and real estate businesses nationwide. We do far more than prepare tax returns. Our experienced CPA team delivers strategic tax planning, outsourced accounting, financial guidance, and business consulting designed to help clients keep more of what they earn and build long-term wealth. Whether you operate a dental practice, medical office, veterinary clinic, or real estate investment company, we provide industry-specific guidance that helps you gain clarity, improve cash flow, and achieve your financial goals. Why Businesses Choose CPA Morey Business owners choose CPA Morey because we combine technical tax expertise with practical business advisory services. Our clients value responsive communication, proactive planning, and industry-specific insight that goes beyond traditional accounting. What Sets Our Firm Apart Industry specialization in dental, medical, veterinary, and real estate accounting Proactive tax reduction strategies Personalized advisory services Experienced California CPA team Technology-driven accounting solutions Year-round strategic guidance Multi-office convenience across Southern California We believe the best CPA relationship is built on strategy, communication, and measurable financial results. Serving Clients Nationwide With offices in Los Angeles, Newport Beach, San Diego, and San Clemente, we proudly serve clients throughout California and across the United States using secure cloud-based accounting and advisory solutions. Whether you need proactive tax planning, outsourced accounting, CFO-level guidance, or industry-focused consulting, our team is ready to help your business thrive. Schedule a Consultation If you’re looking for a California CPA firm that understands the unique needs of dental practices, medical professionals, veterinary clinics, and real estate businesses, contact CPA Morey today to schedule a consultation and discover how proactive accounting and tax planning can help you reduce taxes, increase profitability, and achieve greater financial success. Our Services + Accounting For Businesses We focus on providing practical accounting solutions for small business owners. For all types of California businesses, we can offer the right combination of accounting services, tax strategies and personal service to match your needs and budget. Read More + Business Incorporation We can explain what it means to incorporate as an LLC, LLP, C Corporation or S Corporation so you understand each option and will make the right decision for your new business. Read More + Outsourced Accounting If you are struggling to keep up with the accounting and bookkeeping needs of your small business, consider outsourcing these critical tasks to a local California CPA firm. Read More + Wealth Management It's never too soon to start planning for the future of you and your family. Let us help you reach your personal and financial ambitions through our customized wealth management services. Read More Free Initial Consultation First Name Last Name Email Phone Company Message Free Book Save money on taxes! Get our book now. CALL OUR OFFICE TODAY! 949-485-2011 TAX CENTER Helpful Tools and Resources SIGN UP FOR OUR NEWSLETTER Sign Up Here HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Morey CPA & Associates, Inc. --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Newsletter Sign Up We offer a free monthly newsletter featuring timely, useful tax savings strategies and tax planning tips for businesses and individuals. To sign up, please fill out the form below and click the subscribe button. Who should we speak with? Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Leave us a Review! Morey CPA & Associates, Inc., California CPA Firm --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Leave Us a Review Customer reviews from people in the community are very helpful in keeping our accounting business booming. As a happy customer, your feedback about the quality of the accounting and tax services we provide is important to your neighbors who may be looking for a California CPA firm. Need Help? Here's how to leave your review on Google, Facebook, or Yelp. Thank you! Google Login to your Google account Click on the link above for Google and you'll be brought directly to the page where you can write a review. Facebook Login to your Facebook account Click on the link above for Facebook Go to reviews on left side Go to box that says 'Do you recommend?" and hit yes Write your review Yelp Login to your Yelp account Click on the link above for Yelp Click the red 'Write a Review' button to leave your review Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . CPA Accounting Services | Newport Beach | Costa Mesa | Irvine --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Our Accounting Services Our California, CA CPA firm offers accounting and tax services designed to save you time and money. At Morey CPA & Associates, Inc. we can take these critical tasks off your hands so you can focus on building your business. We also offer tax return preparation and other services for individuals. Schedule your  free consultation by calling 949-485-2011 now or send us a message through our website. Small Business Accounting We provide bookkeeping services, prepare meaningful financial statements and can work with you to manage cash flow and put together a budget. QuickBooks™ Setup, Support and Training Our QuickBooks accounting services includes setup of your software, personalized training for you and your staff and ongoing support to address questions and troubleshoot problems. Outsourced CFO and Controller Services Any small business can benefit from working with a CFO or Controller so we make it cost-effective by offering these services on an outsourced basis. Payroll Services Stop struggling to process payroll and take advantage of our affordable payroll services. We’ll pay your employees and calculate your payroll tax filings accurately and we’ll do it all at better rates than the national payroll firms. Incorporation and New Business Advisory Our incorporation services for new businesses include advising you on the best entity and developing a practical business plan. We can also show you how to secure financing for your new venture. Business Valuations We analyze financial data to estimate the value of a business for insurance needs, to help negotiate a successful merger or for litigation purposes. High Net Worth Individuals Wealth management, budgets and tax services geared toward high net worth individuals. Jerry Morey has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you. Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . CPA Tax Accountants | California | Call Morey CPA --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Previous Next Small Business Accounting Business Valuation Outsourced Accounting California CPA Firm for Dental, Medical, Veterinary and Real Estate Businesses Proactive Tax Planning and Advisory Services for Growth-Focused Businesses At CPA Morey, we help business owners reduce taxes, improve profitability, and make smarter financial decisions with proactive accounting and advisory services tailored to their industry. Our firm specializes in working with dental practices, medical professionals, veterinary hospitals, and real estate businesses nationwide. We do far more than prepare tax returns. Our experienced CPA team delivers strategic tax planning, outsourced accounting, financial guidance, and business consulting designed to help clients keep more of what they earn and build long-term wealth. Whether you operate a dental practice, medical office, veterinary clinic, or real estate investment company, we provide industry-specific guidance that helps you gain clarity, improve cash flow, and achieve your financial goals. Why Businesses Choose CPA Morey Business owners choose CPA Morey because we combine technical tax expertise with practical business advisory services. Our clients value responsive communication, proactive planning, and industry-specific insight that goes beyond traditional accounting. What Sets Our Firm Apart Industry specialization in dental, medical, veterinary, and real estate accounting Proactive tax reduction strategies Personalized advisory services Experienced California CPA team Technology-driven accounting solutions Year-round strategic guidance Multi-office convenience across Southern California We believe the best CPA relationship is built on strategy, communication, and measurable financial results. Serving Clients Nationwide With offices in Los Angeles, Newport Beach, San Diego, and San Clemente, we proudly serve clients throughout California and across the United States using secure cloud-based accounting and advisory solutions. Whether you need proactive tax planning, outsourced accounting, CFO-level guidance, or industry-focused consulting, our team is ready to help your business thrive. Schedule a Consultation If you’re looking for a California CPA firm that understands the unique needs of dental practices, medical professionals, veterinary clinics, and real estate businesses, contact CPA Morey today to schedule a consultation and discover how proactive accounting and tax planning can help you reduce taxes, increase profitability, and achieve greater financial success. Our Services + Accounting For Businesses We focus on providing practical accounting solutions for small business owners. For all types of California businesses, we can offer the right combination of accounting services, tax strategies and personal service to match your needs and budget. Read More + Business Incorporation We can explain what it means to incorporate as an LLC, LLP, C Corporation or S Corporation so you understand each option and will make the right decision for your new business. Read More + Outsourced Accounting If you are struggling to keep up with the accounting and bookkeeping needs of your small business, consider outsourcing these critical tasks to a local California CPA firm. Read More + Wealth Management It's never too soon to start planning for the future of you and your family. Let us help you reach your personal and financial ambitions through our customized wealth management services. Read More Free Initial Consultation First Name Last Name Email Phone Company Message Free Book Save money on taxes! Get our book now. CALL OUR OFFICE TODAY! 949-485-2011 TAX CENTER Helpful Tools and Resources SIGN UP FOR OUR NEWSLETTER Sign Up Here HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Google Reviews --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Google Reviews Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development . Property Management CPA | Morey CPA & Associates Skip to main content Skip to primary sidebar Home Contact Us One Big Beautiful Tax Act: 3 Strategies to Lower Your Taxes October 8, 2025 by admin The newly enacted One Big Beautiful Tax Act has introduced sweeping tax changes for individuals and business owners across the country. While the headlines focus on the size and scope of this legislation, the real opportunity lies in understanding how to use these new rules to your advantage. Here are three smart tax strategies to help you lower your taxes […] Filed Under: Uncategorized PPP Loan Forgiveness Guidance from the SBA as of April 15, 2020 May 4, 2020 by If you were or are fortunate to get a PPP Loan, then there is a loan forgiveness that can be applied to the full amount of the loan and any accrued interest. The amount of loan forgiveness will depend on the total amount of payroll costs, payment of interest on mortgage interest (business) obligations incurred […] Filed Under: Uncategorized CARE Act Loan Forgiveness of Paycheck Protection Loan March 30, 2020 by The Paycheck Protection Loan has a Loan Forgiveness feature. During the 8 week period beginning on the date a Paycheck Protection Loan is funded (the Forgiveness Period), a borrower will be eligible for forgiveness and cancellation of indebtedness for up to the full principal amount of the Paycheck Protection Loan. The amount eligible for forgiveness […] Filed Under: Uncategorized CARES Act – Paycheck Protection Loan Program March 27, 2020 by The CARES Act that has been passed by the Senate contains a Paycheck Protection Loan Program through the SBA. The program offers a maximum loan of the lessor of your monthly average Payroll Costs over the twelve months prior to the loan multiplied by 2.5 or $10,000,000. Basically, the maximum loan under this program is […] Filed Under: Uncategorized H.R. 6201 – Frequently Asked Questions March 20, 2020 by admin President Trump signed the Families First Coronavirus Response Act (H.R. 6201) bill into law on March 18, 2020 in response to COVID-19. There will be additional bills that will add, possibly change, and certainly clarify bill H.R. 6201 in the coming days and weeks. I put together the following Frequently Asked Questions surrounding this bill […] Filed Under: Uncategorized What You Need to Know Before You Rent Your Vacation Home April 20, 2018 by Renting out a second home can help defray the cost of owning and maintaining the property. And there may be valuable tax benefits from the rental arrangement as well. At Morey & Associates, an Orange County CPA firm, we understand the tax implications and can help you make the most of renting your vacation property. […] Filed Under: Uncategorized Go to page 1 Go to page 2 Go to page 3 Interim pages omitted … Go to page 14 Go to Next Page » Primary Sidebar Search Search this website Archives October 2025 May 2020 March 2020 April 2018 March 2018 February 2018 January 2018 October 2017 March 2016 February 2016 January 2016 December 2015 November 2015 October 2015 September 2015 August 2015 July 2015 June 2015 April 2015 January 2015 Categories Uncategorized Copyright © 2026 · http://cpamorey.com/blog Morey CPA & Associates, Inc. --> California CPA Accounting | Google Reviews | Client Login | Make a Payment | 949-485-2011 Toggle navigation Home Accounting Small Business Accounting Business Valuations High Net Worth Individuals Incorporation Services Outsourced Accounting Payroll Services QuickBooks Services All Our Accounting Services Tax Tax Planning Tax Preparation All Tax Services Industries Architects and Engineers Dentists Doctors Real Estate Self Storage Facilities Veterinary Practices About About Us Google Reviews Leave a Review Contact Blog Free Book Resources Content Library A library of tax and accounting articles on business best practices, insurance, tax issues, investments, real estate, QuickBooks and more. Financial Calculators Here are some easy to use on-line calculators to help you answer some common financial questions. Tax Center A comprehensive resource designed to provide you with tools and resources to complement our tax services. Here you can track your tax refund, make use of various handy calculators, or stay current on the latest tax issues affecting individuals and business professionals. Accounting Resources Directory of accounting and financial sites. CPA Web Development SEO and website design for the accounting industry. Free Book Get our free tax planning book when you schedule a consultation. Get Started HOW CAN WE HELP? Accounting Services Tax Services High Net Worth Individuals RESOURCES Newsletter Tax Center Make a Payment Leave a Review CONTACT US 665 Camino De Los Mares Suite 306 San Clemente, CA 92673 949-485-2011 Offices in Los Angeles, Newport Beach & San Diego Resource Center   |   Contact   |   Home   |   Leave a Review   |   Newsletter   |   Privacy   |   Free Consultation © 2026 Morey CPA & Associates, Inc.. All Rights Reserved. Build Your Firm, providers of CPA web development .