George G Ross CPA PFS CFP 
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 a tax 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 ), Certified Financial Planner ( CFP ), 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 ), George G. Ross is the name you can rely on for accounting, tax and wealth management services.

Our services include, but are not limited to:

Tax and Accounting Services

Wealth Management Services

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

· Complete 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.
We're open to serve you from Monday to Friday, 10:00 AM to 5:30 PM. You may call us at (805) 772-2808 or email us at georgerosscpa@gmail.com to find out more about how we can help you with your tax, accounting, and wealth management needs!