9 Tax Preparers in Morro Bay, CA

Browse verified tax preparers in Morro Bay, California. Compare providers and find contact information.

H&R Block

★★★★★ (36 reviews)
1075 Kennedy Way, Morro Bay, CA 93442
(805) 772-9550
Website: www.hrblock.com/tax-office-near-me/california/morro-bay/4187/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["11 AM–2 PM"],"Tuesday":["Closed"],"Wednesday":["Closed"]}

McElhinney & McElhinney Attorneys at Law

★★★★★ (28 reviews)
800 Quintana Rd #2f, Morro Bay, CA 93442
(805) 772-7877
Website: morrobaylaw.com
Hours: {"Friday":["9:30 AM–5 PM"],"Monday":["9:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9:30 AM–5 PM"],"Tuesday":["9:30 AM–5 PM"],"Wednesday":["9:30 AM–5 PM"]}

Ross | Carreiro | Brown CPAs, P.C.

★★★★½ (12 reviews)
895 Shasta Ave, Morro Bay, CA 93442
(805) 772-2808
Website: georgerosscpa.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}

Ocheltree CPA

★★★★☆ (5 reviews)
601 Morro Bay Blvd ste d, Morro Bay, CA 93442
(805) 776-8900
Website: www.ocheltreecpa.com
Hours: {}

Protective Law Corporation

★★★★★ (4 reviews)
895 Napa Ave Ste B4, Morro Bay, CA 93442
(805) 225-5105
Website: lawnews.tv
Hours: {"Friday":["8:30 AM–6 PM"],"Monday":["8:30 AM–6 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–6 PM"],"Tuesday":["8:30 AM–6 PM"],"Wednesday":["8:30 AM–6 PM"]}

Harris Linda K CPA

★★★★★ (3 reviews)
770 Morro Bay Blvd, Morro Bay, CA 93442
(805) 772-1002
Hours: {}

Stephens & Associates

★★★★★ (3 reviews)
665 Main St suite c, Morro Bay, CA 93442
(805) 665-3730
Website: www.stephens1040.com
Hours: {}

Daillak William H CPA

Morro Bay, CA 93442
(805) 772-4822
Hours: {}

Morro Bay Clerk

595 Harbor St, Morro Bay, CA 93442
(805) 772-6200
Website: www.morro-bay.ca.us
Hours: {}

About Tax Preparers in Morro Bay, CA

Finding a qualified tax preparer in Morro Bay, California, can make a significant difference for residents navigating the area’s unique economic landscape. With a local economy driven by tourism, fishing, and small businesses, many Morro Bay residents face complex tax situations involving self-employment income, rental properties, or deductions for home-based businesses. A professional tax preparer familiar with California’s state tax codes and local industry nuances can help ensure accurate filings and maximize eligible credits.

Whether you’re a full-time resident or a seasonal worker in the hospitality sector, a tax preparer can assist with everything from simple returns to more involved filings like estimated quarterly payments or business expense tracking. They stay current on tax law changes and can help you avoid costly mistakes. BeforeTaxUSA.com offers a straightforward directory to help you compare local tax professionals in Morro Bay, so you can choose someone who understands your specific financial situation.

Frequently Asked Questions

What qualifications should a tax preparer have?

At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.

How much does tax preparation cost?

Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.

What documents do I need to bring to my tax preparer?

Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.

BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.

Business owners: to update or remove a listing, email info@beforetaxusa.com.

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