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About George Ross

We are a full service boutique CPA firm specializing in tax planning and wealth management. We are located in downtown Morro Bay across from the Days Inn. We provide services to a wide range of businesses and individuals throughout California, however, the majority of our clients are from the Estero Bay communities of Morro Bay, Los Osos, and Cayucos.

We pride ourselves on our professional excellence by providing high quality services and sound advice for each and every one of our clients. Let us be your financial safe harbor. See MoreRead Less

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Reviews about George Ross

Your Friend

Morro Bay is fortunate to have a CPA and Certified Financial Planner with the credentials of George Ross. In addition to his wealth of knowledge in his field, George has a great personality and is very approachable with any questions you may have. He is a "solutions focused" individual that can help most any business owner, or individual, reach their goals through proper planning. I often refer George Ross to clients and friends, and will not hesitate to continue to do so in the future.See MoreRead Less"

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Your Friend
4

George is a great guy. I would trust him with my savings. He has integrity, honesty, and loyalty.
Ive known George since he was in college, just starting his love of finance. He has his clients best interest always, and wants to provide them with most return on their money."

George's Reply

 

Your Friend
4

George is very helpful and Informative. He makes you feel comfortable. He knows what he's doing."

George's Reply

 

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