Tax Services

Morey CPA & Associates, Inc. offers a variety of tax services in California. Our goal is to provide tax preparation and planning solutions to match the particular needs of each client whether they’re a small business owner or individual taxpayer. We can recommend tax saving strategies, prepare your tax return and become your personal tax advisor.

Request a free consultation to learn more about how our California CPA firm can help you save money on taxes. We’ll take the time to answer your questions and clearly explain complicated tax matters. Call 949-485-2011 now to get started.

Business Tax Preparation

We understand how tax laws apply to businesses in different industries. We’ll determine what kinds of tax breaks you qualify for and which deductions can be taken for your type of business.

Income Tax Preparation for Individuals

There’s no substitute for working with a qualified professional when it comes to tax preparation. When you try to do your taxes yourself you risk overpaying. Instead, turn to us to get your tax return prepared accurately by an experienced tax accountant.  

Tax Planning Services

We implement year-round planning to reduce tax liabilities for businesses and individuals. Our tax planning strategies are customized to fit each client’s unique situation. We can also help you prepare for a secure financial future with estate planning, succession planning and retirement planning services.

IRS Tax Problem Resolution

If you owe back taxes or have received an IRS audit notice, don’t panic. We can file delinquent taxes and negotiate all kinds of tax settlements with the IRS including offers in compromise and installment agreements.

Multi-State Tax Services

Businesses operating across multiple states deal with a number of unique tax issues. We understand what qualifies as “doing business” or Nexus in other states and can prepare multi-state tax returns.

State and Local Taxes

Our experience with state and local taxes allows us to help your business decrease effective tax rates and avoid unnecessary penalties. We offer sales and use tax services, tax incentive analysis, and Nexus filings.

International Tax Services

We offer international tax services for foreign companies conducting business on U.S. soil and American businesses and citizens working overseas.  


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Jerry Morey has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you.