Morrow & Co.
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Morrow & Co) · 7391 · California Board of Accountancy (DCA public licensee data file)
- Publishes prices?
- Not verified
- Local or remote?
- Local
- Software?
- None named on its website
Who they say they serve: real estate, manufacturing, professional services, medical, 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; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Morrow & Co. | home page | |
| Website | https://www.morrowcpas.com/ | home page | |
| Office locality | Tustin, CA | home page Nov 9, 2026 | |
| Phone | +17143851212 | home page | |
| Offers bookkeeping | Documented: Tax Accountant, Bookkeeping, Outsourced CFO Services | Tustin, CA CALL US TODAY (714) 385-1212 Outsourced CFO... | home page | |
| Monthly bookkeeping | Documented: ...$10,000 Monthly Quarterly Tax Planning Strategy ahead of the numbers. $1,000 Quarterly Monthly Bookkeeping Books kept current and accurate. $750 Monthly Business Tax Return... | home page Nov 9, 2026 | 8 pts (max 8) |
| Payroll coordination | Documented: ...year's liability. 08 Outsourced Operations Back-office leadership beyond the ledger: payroll, vendor management, systems and the operating rhythm that lets an owner step out of the... | home page Nov 9, 2026 | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...your business won't run out of cash. Cash Flow Projections We prepare comprehensive financial statements, whether you just want to know the financial health of your business or... | home page | 6 pts (max 6) |
| Industries served (documented) | real estate, manufacturing, professional services, medical, technology | home page Nov 9, 2026 | 5 pts (max 5) |
| Local / remote model stated | Local | /orange-county-cpa Nov 9, 2026 | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Morrow & Co) · 7391 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Oct 6, 2026 expires Nov 30, 2028 | 8 pts (max 8) |
| Pricing approach published | Publishes prices: "$3,500 a month" | home page Nov 9, 2026 | 6 pts (max 6) |
| Reporting cadence stated | Documented: ...a full-time CFO on a part-time retainer: budgeting, forecasting, cash flow management, monthly reporting, agreed KPIs and strategic counsel. At Morrow & Co. that means a standing... | home page Nov 9, 2026 | 4 pts (max 4) |
| Named contact / team | Touch Darren Morrow, CPA | /our-team | 3 pts (max 3) |
| Communication channel / process | Documented: ...flow projections. BOOKKEEPING Make sure your records are always in order by hiring a dedicated accountant to manage your books. Button TAX PLANNING Minimize your tax liability so... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Nov 9, 2026 | 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); Software supported (0 pts, max 5); What is included / excluded (0 pts, max 5).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Morrow & Co.' in Tustin, CA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
- Not documented. Checked 5 pages of the firm's own site on 2026-11-09 (Firm's own website): Onboarding described (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (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 2028-11-30. 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
- 20 of 23 evidenced items come from Morrow & Co.'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.