ROSS | CARREIRO | BROWN CPAS, P.C.
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Ross | Carreiro | Brown CPAs, P.C.
Preeminent tax, accounting, and wealth management services you can trust and rely on.

We can help you with every aspect of your tax return preparation and tax planning, including individual, partnership, corporate, S-Corp, non-profit organizations, estate, and trust returns. We provide the following tax and accounting services: tax return preparation, tax planning, accounting, and bookkeeping. Our firm also provides the following wealth management services: integrated financial services, complete wealth management, retirement planning, and estate preservation. In the event of an IRS audit, we are authorized to appear on your behalf before the Internal Revenue Service. We also offer a complete range of accounting and bookkeeping services.
As a Certified Public Accountant ( CPA ) and a member of the Better Business Bureau ( BBB ), American Institute of Certified Public Accountant ( AICPA ), and the California Society of Certified Public Accounts ( CalCPA ), Ross | Carreiro | Brown  is the name you can rely on for accounting, tax and wealth management services.
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Accounting
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Wealth Management
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Tax Return Preparation

Our services include, but are not limited to:

Tax Services
            · Tax Return Preparation
            · Tax planning
            · Accounting
            · Bookkeeping
            · Business Consulting
            · QuickBooks Advising
            · Strategic Business Planning
            · New Business Formation
            · IRS Representation

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Wealth Management Services
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             ·  Wealth Management
  • ·  Investment Management
  • ·  Cash Flow and Debt Management
  • ·  Family Risk Management
  • ·  Retirement Planning
  • ·  Education Planning
  • ·  Estate Planning and Preservation
  • ·  Business Planning
  • ·  Special Situations Planning
  •  · Integrated Financial Services
               · Life Insurance
               · Portfolio Management
 In the event of a tax audit or examination, we are authorized to appear on your behalf before the Internal Revenue Service or state tax agency.
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We're open to serve you from Monday to Friday, 9:00 AM to 5:00 PM. You may call us at (805) 772-2808 or email us at george@morrobaycpa.com to find out more about how we can help you with your tax, accounting, and wealth management needs!​​

Ross | Carreiro | Brown CPAs, P.C.
895 Shasta Avenue

Morro Bay, CA  93442
george@morrobaycpa.com
Phone  (805) 772-2808
Fax  (805) 771-8959


​Check out the background of your financial professional on FINRA's Broker Check®.  Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠. Member FINRA , SIPC. Investment advisory services offered through Avantax Advisory Services℠. Placing business through an Avantax affiliated insurance agency. CA Insurance License: OC69294.
3200 Olympus Blvd., Suite 100 Dallas, TX, 75019,(792) 870-6000.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. 
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

Content, links, and some material within this website may have been created by a third-party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management or its subsidiaries. Avantax Wealth Management is not responsible for and does not control, adopt, or endorse any content contained on any third-party website. 



Photos used under Creative Commons from smaedli, MoneyBlogNewz
  • Home
  • Our Firm
  • Services
  • Our Team
  • CAREERS
  • FINRA Broker CheckĀ®
  • Resources & Links
  • Contact Us