About Company

Morey CPA & Associates, Inc. is a California-based certified public accounting firm led by Jerry H. Morey, CPA, who brings over 20 years of professional experience to businesses and individuals. With offices in San Clemente, Newport Beach, Los Angeles, and San Diego, the firm provides a wide range of services including small business accounting, outsourced bookkeeping, incorporation services, payroll, business valuations, and QuickBooks support. Tax services form a core part of the practice, offering both tax preparation and proactive tax planning designed to minimize liabilities and identify opportunities for savings. The firm serves diverse industries such as real estate, healthcare, veterinary practices, architecture, and dental practices. As a Certified Tax Planner (CTP), Jerry Morey emphasizes strategic tax reduction planning for high net worth individuals and thriving businesses. Morey CPA & Associates, Inc. positions itself as a trusted partner committed to long-term client relationships, delivering personalized financial strategies that optimize profitability, ensure compliance, and support sustainable business growth.

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