Complicated Tax Returns – We Can Help

Each year, our tax code gets longer and more complicated.

The filing season for 2014 is rapidly coming to a close and the Health Care Law (Affordable Care Act) is a totally new wrinkle that will make your tax return even longer.  In addition to more forms and questions, the issues with TurboTax is another reason that many people are flocking back to a local CPA Firm.

Tax Code in PagesThe reality is that more complicated returns require more expertise, whether it’s filing in multiple states, multiple countries, you have a business, you have a trust account or you had a great year in 2014.  These are all great reasons to reach out to an tax accountant that is certified with the state of California and has the expertise to handle your specific situation.

Morey & Associates, Inc is a Orange County CPA Firm servicing small businesses, individuals, non-profits and expatriates. We have developed several areas of additional expertise to handle more complicated tax returns and special circumstances.  Below are some examples:

  • Expatriate Tax Preparation and Non-Resident Taxes – We have developed a team to help United States citizens living abroad and non-residents living within the U.S.
  • High Net Worth Tax Preparation – As our range of clients has expanded, we have developed a group to support the needs of high net worth individuals who want to minimize their tax obligation legally.
  • Real Estate Accounting – As the Orange County real estate markets have rebounded, our real estate accounting expertise has expanded considerably so we can service REITs, developers, investor groups, and property management companies.
  • Small and Medium Sized Businesses – Many of our business clients have evolved from local to into multi-national businesses.

If you would like some help with your complicated tax issues, call us at 949-485-2011 and ask for our Jerry Morey.  We have offices in San Clemente and will open another office soon.

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