​We are a full service boutique CPA firm specializing in tax planning and wealth management. We are located in downtown Morro Bay across from the Days Inn. We provide services to a wide range of businesses and individuals throughout California, however, the majority of our clients are from the Estero Bay communities of Morro Bay, Los Osos, and Cayucos.  

We pride ourselves on our professional excellence by providing high quality services and sound advice for each and every one of our clients. Let us be your financial safe harbor.  

Your financial safe harbor®

Jan 17th
  • 2011 4th Quarter Estimated Payments due: Individuals and trusts
January 31st
  • 2011 Form W-2s due to employees
  • 2011 Form 1099s due to recipients (Also see February 15th)
  • Forms 940, 941 (4th Quarter), 943 and/or 944 due (Due February 10th if timely deposits)
February 15th
  • 2011 Forms 1099-B, 1099-S and certain 1099-MISC due to recipients
February 29th
  • 2011 Forms W-2 and W-3 due to Social Security Administration (If paper)
  • 2011 Forms 1096 and 1099 due to IRS (If paper)
March 15th
  • 2011 Forms 1120 and 1120S, or extension due
  • Form 2553 if S-status elected beginning 2012
April 2nd
  • 2011 Forms W-2 and W-3 due to Social Security Administration (If e-filed)
  • 2011 Forms 1096 and 1099 due to IRS (If e-filed)
April 17th
  • 2011 Forms 1040, 1041 and 1065, or extension due
  • 2011 IRA, HSA and ESA contributions due
  • 2012 1st Quarter Estimated Payments due: Individuals, trusts, corporations

Important Deadlines
Welcome
GEORGE G ROSS CPA PFS CFP®

George G Ross CPA PFS CFP
1004 Main Street
Morro Bay, CA  93442
georgerosscpa@gmail.com
Phone  (805) 772-2808
Fax  (805) 771-8959

CA Insurance License No. 0C69294