Morey CPA & Associates

Totally Luvit

5 months ago

★★★★★

Garbage Firm. Agree with all other bad reviews. Inaccurate taxes, over charged, promised services we never got.. Everything thing that could go wrong- has. Then on top of it, they never call back and when they do they'd rather sweep you under the rug. Morey CPA left me stranded and in non-compliance. Jerry you need to take reviews of your staff members more seriously. They are ruining your firm and are going to land you at board and sued. Your lucky they havent already... and please dont say 'we have no record of you' like you have other reviews, that doesn't get you out of being accountable for their feedback..

William Luyties

5 months ago

★★★★★

We changed to Morey CPA after several years of not getting good service from our company's previous cpa who wouldn't return phone calls or emails. Susana was very responsive, and if she wasn't available to take my call immediately, would quickly set up a time for a call or video chat. The transition to Morey was also seamless, and our taxes were filed in a timely manner.

Cynthia Gravley

5 months ago

★★★★★

I've used Morey CPA and Assoc. for the last 4 years to manage bookkeeping, tax advice/prep and payroll for my 2 growing businesses. They're an essential piece of my businesses running smoothly. They also handle things on the personal side for me. Ricardo is very knowledgeable in Tax planning and his team have provided exceptional service in every instance going above and beyond! I highly recommend them. -Cindy President/Principal We had an excellent experience working with Ricardo and Oscar. They played a critical role in helping us integrate Autodesk w/Quickbooks online and Agave. Their knowledge of both accounting systems and industry specific software made the entire process smooth and efficient. They took time to understand our workflows, explained everything clearly, ensuring integrations worked seamlessly. Since working with them our financial tracking and reporting have improved significantly. Their team is highly professional, responsive and a true partner in our business success. I would strongly recommend them to any company looking for expert accounting and system integration support. -Damen Weeks-Controller I've had a great experience working with Ben Parren Payroll Manager. Ben is knowledgeable and reliable at managing complex payroll queries, audits and compliance related matters. -Heather Chavez HR Manager

S. Handa, M.D.

6 months ago

★★★★★

Edit: These inept people keep sending me reminders to review them so I will just keep posting this review until they can figure out how to stop spamming me. Original Review: Complete incompetence with handling my wife's and my business and personal taxes. There was no guidance whatsoever, and we never even worked with an actual CPA, just some person who was training to be a CPA. Then they had the audacity to charge $1000 for an hour tax planning session (included with most CPA's services) which was basically a sales pitch for them to sell some tax evasion scheme. When we switched to a competent firm, we ended up owing 6 figures in taxes for the year from their inappropriate management of our finances. Stay as far away from these people as you can.

Robert Dietz

6 months ago

★★★★★

I've had the pleasure of working with Morey and Associates for close to 10 years as a consultant with physician practices and as my personal accounting firm. I find Jerry and team to be very helpful, responsive, and knowledgeable when it pertains to business consulting and business/personal tax return preparations. I've recommended Morey and Associates to other physician practices and individuals needing consulting services which I will continue to do so for future endeavors.