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Business Profile

CPA

Ross | Carreiro | Brown CPAs, P.C.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(805) 772-2808Email BusinessWrite a Review

About

Overview

Ross | Carreiro | Brown CPAs, P.C.

895 Shasta Ave

Morro Bay, CA 93442-1932

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See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Ross | Carreiro | Brown CPAs, P.C. is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

George G Ross CPA PFS CFP offers and provides a full service boutique CPA firm specializing in tax planning and wealth management. Their services include every aspect of tax return preparation and tax planning, including individual, partnership, corporate, S-Corp, non-profit organizations, estate, and trust returns. They provide the following tax and accounting services: tax return preparation, tax planning, accounting, and bookkeeping. They also provide the following wealth management services: integrated financial services, complete wealth management, retirement planning, and estate preservation. In the event of a tax audit, they are authorized to appear on your behalf before the Internal Revenue Service. They also offer a complete range of accounting and bookkeeping services.

BBB Accredited Since: 8/13/2013

Years in Business: 20

Products and Services

Accounting, Bookkeeping, Estate Preservation, Integrated Financial Services, Retirement Planning, Tax Planning, Tax Return Preparation, Wealth Management

Business Details

Local BBB:
BBB of the Tri-Counties
BBB File Opened:
8/12/2013
Business Started:
10/15/2005
Business Started Locally:
10/15/2005
Business Incorporated:
10/15/2005
Type of Entity:
Corporation
Business Management:
Mr. George G. Ross III

Additional Contact Information

Principal Contacts
Mr. George G. Ross III
Customer Contacts
Mr. George G. Ross III
Fax numbers
Primary Fax: (805) 771-8959
Additional Phone Numbers
Other Phone: (805) 772-7194
Additional Email Addresses
Primary: Email this Business
Additional Websites
yelp.com/biz/george-g-ros...
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
California Board of Accountancy
2450 Venture Oaks Way, Suite 300
Sacramento CA 95833-3291
Phone Number: (916) 263-3680
Fax Number: (916) 263-3657
http://www.dca.ca.gov/cba/index.shtml
[email protected]
California Tax Education Council
P.O. Box 2890
Sacramento CA 95812
Phone Number: (877) 850-2832
Fax Number: (916) 447-3447
http://www.ctec.org/
Internal Revenue Service - Enrolled Agents
901 D Street Southwest P.O. Box 68
Washington DC 20224
Phone Number: (313) 234-1280
Fax Number: (202) 401-6657
http://www.irs.gov/
IRS-Enrolled Agent

CA
Phone Number: 855-472-5540
https://www.irs.gov/tax-professionals/enrolled-agents/contact-the-office-of-enrollment
[email protected]
Business Categories
CPA, Tax Return Preparation, Tax Consultant, Accountant, Bookkeeping Services, Retirement Planning Services, Payroll Services, Investment Management, Wealth Management

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