Morey & Associates, Inc

Specialties

We specialize in serving the needs of individuals and small businesses. Everyone of our clients are important to us and we go out of our way to make sure they feel and experience a superior level of service.

Income Tax Preparation, Bookkeeping, Payroll Services, and CFO Services including Budgeting/​Projections, Business Plans, and Bank Financing.

Meet the Business Owner

Jerry M.

Business Owner

Jerry H. Morey, CPA is founder and President of Morey & Associates, CPA.

Mr. Morey graduated from California State University, Fullerton with a Bachelors of Arts degree in Business Administration.

He has been a licensed Certified Public Accountant in California for over 20 years.

He has been a member of the American Institute of Certified Public Accounts (AICPA) for over 20 years.

A member of the California Society of CPA’s for over 20 years.

A member of the Association for Corporate Growth (ACG)

A Board member of Mission Hospital Foundation serving Mission Hospital Mission Viejo and Mission Hospital Laguna Beach as part of the St. Joseph Health System.

«CFO of the Year» — awarded by the OC Business Journal and CA Society of CPAs in 2010.

As a Certified Public Account, Mr. Morey is licensed to practice before the Internal Revenue Service. In addition, Morey & Associates employs Enrolled Agents (EA) as well as CPAs. All tax returns are reviewed & finalized by a CPA.