Best Certified Public Accountants in San Marcos, CA

“I have recommended this incredible firm to two other business owners in my network and they are extremely happy and grateful for the full service bookkeeping and accounting that they are currently receiving.”

“I was interested in meeting with them because they have experience preparing taxes and bookkeeping for E-commerce businesses and since I have an online business, I thought they might be a good fit.”

“Greg at Practice CFO has been an indispensable resource through my entire journey of purchasing a dental office and getting our new business up and running!”

“They always take care of me they are the best I never had a problem since I first started hiring them 5 years ago I think they go way beyond for personal care and really knowing what their clients needs are thank you guys so much”

“When an employment opportunity in an engineering firm opened up for me in the United States, I took it and never looked back. Leaving my foreign bank investments intact in my native country, I collected foreign earnings for a few years. Then I learne...”

“After having reviewed a prepared return from my now previous accountant, they not only found errors but also ways to save my business thousands of dollars.”

“I have referred many a friend and business associate to Jerry and all have hired and maintained Morey and Associates as their trusted financial advisor, I expect you will have the same experience.”

“I have never worked with anyone quite like them, as they have the most incredibly proficient tax compliance accountants seen to date - more so than most other CPA's I've encountered.”

“Robert has been doing my taxes for years now and I am very happy with his services and staff.”

“Top notch”

“Robert figured out the problem, fought the IRS, and saved me tens of thousands.”

“My hubby and I opened a small business in the second half of 2020, and a different CPA we hired in 2021 to do our taxes COMPLETELY botched them- he wrote off ALL start up costs and assets, giving us a massive negative income for the year.”

“I see Craig as a valued partner in our business who has been instrumental in our growth”

“As CFO of the largest Real Estate Investment Company in San Diego, I extended and oversaw the engagement (to Encore Partners LLP) of a significant portion of my company's tax filings and research assignments.”

“One of the sharpest CP As out there, if you need any accounting needs or a tax strategist J.”

“Lowell has been proven to be an invaluable part of our company starting with its formation as an S-Corp and he continues to be a resource for how we plan our fiscal year and prep for tax season.”

“I had specific questions regarding federal tax credits for our home solar panel system, possible ways to lessen the sting of the 2018 SALT cap, and charitable giving strategies that might result in additional deductions.”