Morey CPA & Associates, Inc.
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Morey Cpa & Associates, Inc.) · 7143 · California Board of Accountancy (DCA public licensee data file)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks
Who they say they serve: real estate, medical, dental, veterinary, technology (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 3 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Morey CPA & Associates, Inc. | home page | |
| Website | https://www.cpamorey.com/ | home page | |
| Office locality | San Clemente, CA | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +19494852011 | home page | |
| Offers bookkeeping | Documented: ...More + Outsourced Accounting If you are struggling to keep up with the accounting and bookkeeping needs of your small business, consider outsourcing these critical tasks to a local... | home page | |
| Monthly bookkeeping | Documented: ...payroll reporting Worker's compensation audits Unemployment claims Weekly or monthly accounting summaries Customized payroll reports Payroll Tax Services We can take payroll tax... | /payroll-services.htm | 8 pts (max 8) |
| Payroll coordination | Documented: ...tax preparation. Businesses often rely on a CPA for bookkeeping, outsourced accounting, payroll, financial reporting, tax planning, CFO-level guidance, and strategic business... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...our small business clients on track financially with bookkeeping, budgeting, regular financial statements and cash flow management. Compilations, Reviews, and Audit Services We... | /small-business-accounting-services.htm | 6 pts (max 6) |
| Industries served (documented) | real estate, medical, dental, veterinary, technology | home page | 5 pts (max 5) |
| Software supported | QuickBooks | /quickbooks-accounting.htm | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Morey Cpa & Associates, Inc.) · 7143 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Sep 26, 2026 expires Oct 31, 2027 | 8 pts (max 8) |
| What is included / excluded | Documented: ...a free initial consultation . Our tax planning services for businesses and individuals include: Strategic Tax Planning We’re constantly searching for new opportunities to minimize... | /tax-planning-services.htm | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...designed around the needs of you and your employees. We can show you how to create monthly reports, streamline the data entry process and share tips that will increase... | /quickbooks-accounting.htm | 4 pts (max 4) |
| Named contact / team | Businesses Choose Morey, CPA | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy | /privacy.htm | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): California lists an ACTIVE CPA firm license (Active) under this name, expiring 2027-10-31. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 23 evidenced items come from Morey CPA & Associates, Inc.'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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