Morey CPA & Associates, Inc.
- Open ⋅ Closes 5 pm
- 9 am–5 pm
- Closed on Sunday, Saturday
Morey CPA & Associates, Inc. is a San Clemente, CA based CPA firm specializing in small business accounting and tax services since 2014. We've earned the Expertise Award for Best Accountants in San Clemente 2021 & 2022, and the Clutch Award for Top Accounting Firms in California 2021. Our accounting services include business accounting, budgeting and financial forecasting, bookkeeping, incorporation services, audit and assurance services, business tax reduction planning, and tax preparation. Our CPA firm specializes in small business accounting, dental practice accounting, medical practice accounting, veterinary practice accounting, and real estate accounting. Our founder, Jerry Morey, is a Certified Tax Coach for business owners.
Services
- Certified public accountant
- Bookkeeping service
- Tax preparation
- Tax preparation service
Service Options
- Online appointments
Accessibility
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
Business Hours
- Sunday
- Closed
- Monday
- 9 am–5 pm
- Tuesday
- 9 am–5 pm
- Wednesday
- 9 am–5 pm
- Thursday
- 9 am–5 pm
- Friday
- 9 am–5 pm
- Saturday
- Closed
Find Us on Google Maps
665 Camino De Los Mares STE 306, San Clemente, CA 92673, United States
Customer Reviews

Reviews

Jerry and the receptionist were sooo unbelievably rude and unhelpful. Take your business elsewhere, these guys don't care about the client.

Professional and responsive!


Jerry’s office have been great to me for the last 6 years. I could go with someone cheaper but rather having a trust worthy service and know that my taxes are filled correctly.

As a dental center here in California, we have used Jerry Morey's team for all our accounting now for over 5 years. They are absolute professionals and have done an incredible job keeping all our accounting and tax requirements in order. We definitely recommend this CPA company for any dental practices. They understand the unique needs of dentists and that allows us to concentrate on dentistry, not accounting. My wife and I also use them for our personal tax preparation and investment advice. They give quality conservative advice to help plan for retirement. Very trustworthy.

I had a very complicated IRS tax issue and Jerry was able to explain the recommended course of action. I highly recommend Morey CPA & Associates as your tax specialist.

The team at Morey CPA & Associates continually provide valuable tax information and professional services. We utilize the firm to file personal taxes as a family as well as ensure all legal requirements of our International Surfing non-profit organization are maintained properly with the State of California & IRS. We highly recommend Morey CPA & Associates to any individual, small business or non-profit group. Positive Responsiveness, Professionalism

If you want a CPA that looks out for you, doing your business from taxes to accounting. These folks can not be beat. They stay with you, even if the IRS has there claws in you. Never been so satisfied!!!!

Excellent service, communication is great, work done promptly, very responsive to questions , super easy to transfer docs to your account Positive Responsiveness, Quality, Professionalism, Value

I have been with Morey and associates for years and have always been happy. If I ever have questions or need help filing corporate paperwork they are always quick to help. Positive Quality, Value


We discovered Morey CPA & Associates, Inc. when our former CPA left us high and dry right before COVID. Jerry and his team took great care of us and we've been with them every since. I recently started a business and Jerry helped me decide on the best way to set it up. Scheduling time in person or via zoom calls is incredibly easy. We are very happy.
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