Accountants in Morro Bay, CA — 3 Top-Rated Firms (2026)
We list 3 accounting firms in Morro Bay, California that have a website and a public review record — 3 CPA firms. 1 hold a Google rating of 4.5★ or higher, and the average across the 3 rated firms here is 4.47★. They are sorted by Google rating and review count.
The highest-rated firm in Morro Bay is H&R Block (4.8★, 36 reviews). 1 of 3 rated firms hold a 4.5★ or higher Google rating.
Showing 3 of 3 firms · sorted by Google rating
1.
H&R Block
★★★★★★★★★★4.8(36 Google reviews)✓ Verified on Google
CPA Firm · 1075 Kennedy Way, Morro Bay, CA 93442
Services: tax preparation, tax planning, advisory
2.
Ross | Carreiro | Brown CPAs, P.C.
★★★★★★★★★★4.4(12 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 895 Shasta Ave, Morro Bay, CA 93442
Services: bookkeeping, financial planning, advisory
3.
Ocheltree CPA
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 601 Morro Bay Blvd ste d, Morro Bay, CA 93442
Services: tax preparation, advisory
Top accounting firms in Morro Bay
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | H&R Block | CPA Firm | 4.8 / 5 | 36 |
| 2 | Ross | Carreiro | Brown CPAs, P.C. | CPA Firm | 4.4 / 5 | 12 |
| 3 | Ocheltree CPA | CPA Firm | 4.2 / 5 | 5 |
More Firms in Morro Bay
Firms without a website or enough reviews for a profile page of their own.
- Harris Linda K CPATax Preparation★ 5.0 (3)(805) 772-1002
- Stephens & AssociatesCPA Firm★ 5.0 (3)(805) 665-3730Website ↗
- Progressive Business ServicesBookkeeping★ 5.0 (1)(805) 772-3232Website ↗
How to choose an accountant in Morro Bay
- Verify credentials — a CPA holds a state Board of Accountancy license; a tax preparer should have a valid IRS PTIN and, ideally, an EA (Enrolled Agent) designation.
- Match the specialty to your needs — small-business tax, S-corp/LLC filings, bookkeeping, or personal returns are different skill sets.
- Confirm they e-file and use current software, and ask how they handle IRS notices or audits.
- Get the fee structure in writing — hourly, flat per-return, or monthly retainer — before engaging.
- Ask for an engagement letter defining scope, responsibilities, and deadlines.
What accountants cost
Typical national ranges: individual tax return $150–$450, monthly bookkeeping $200–$700, business return $500–$2,500+.
Cost guidance is a national reference range, not a quote — actual fees depend on return complexity, entity type, and the firm. Always request a written estimate.
Frequently asked questions
- How many accountants are in Morro Bay?
- We list 3 accounting firms in Morro Bay, California that have a website and a public review record, 1 of which hold a 4.5★+ Google rating. 6 businesses in Morro Bay appear in the underlying public data.
- How much does an accountant cost in Morro Bay?
- Fees vary by complexity and firm. As a national reference, an individual tax return typically runs $150–$450, monthly bookkeeping $200–$700, and a business return $500–$2,500+. Ask each firm for a written fee estimate.
- Do I need a CPA or a bookkeeper?
- A bookkeeper records day-to-day transactions and reconciles accounts; a CPA is a state-licensed accountant who can also handle complex tax planning, audits, and represent you before the IRS. Many small businesses use a bookkeeper year-round and a CPA at tax time.
- Are the ratings on this page real?
- Yes — ratings and review counts are aggregate figures from Google, attributed to Google, with a link to the firm's Google reviews. accounting8 does not host or write reviews.