Firm combines decades of experience with personalized service to support individuals and businesses

For individuals and businesses seeking dependable financial guidance along the Central Coast, Ross | Carreiro | Brown CPAs, P.C. has built a reputation as a trusted provider of tax, accounting, and wealth management services. The firm combines professional expertise with a personalized approach, serving clients throughout the Estero Bay Area and neighboring communities, including Los Osos, Cayucos, Cambria, San Luis Obispo, Paso Robles, Atascadero, and Templeton.

The leadership team brings decades of combined experience to the practice. George Ross, CPA, CFP, and Personal Financial Specialist, began his career after earning a Master of Science in Financial Planning from San Diego State University. Following the early-2000s technology downturn, he returned to SDSU to earn a second master’s degree in accountancy. Since obtaining his CPA and CFP credentials in 2005, Ross has accumulated more than 20 years of experience in public accounting and financial services, specializing in tax planning, preparation, wealth management, and insurance.

Partner Makinzie Carreiro, a Paso Robles native, earned her accounting degree from Cal Poly San Luis Obispo and became a CPA in 2018. She brings nearly a decade of experience and a strong connection to the local community she proudly serves. Fellow partner Brenda Brown, also a Central Coast native, followed a similar educational path through Cuesta College and Cal Poly before earning her CPA certification in 2018. Brown values building her career and raising her family in Los Osos.

What sets the firm apart is its commitment to cultivating strong client relationships. By bringing personal attention, energy, and dedication to every engagement, Ross, Carreiro, and Brown deliver tailored solutions designed to meet each client’s unique financial needs. Their comprehensive services extend to individuals, small businesses, partnerships, corporations, nonprofits, estates, and trusts, making the firm a convenient “one-stop shop” for accounting and financial support.

Their core services include tax return preparation, accounting, tax planning, and bookkeeping, as well as integrated financial services such as wealth management, estate preservation, retirement planning, and business planning. Should clients face an IRS audit or examination, the team is authorized to represent them before the Internal Revenue Service and state tax agencies, offering an added layer of confidence during complex situations.

Together, the team at Ross | Carreiro | Brown CPAs, P.C. finds fulfillment in helping clients navigate today’s complex regulatory and business environment. Their goal is simple: deliver accurate, timely guidance that empowers clients to achieve their financial objectives with confidence.

Ross | Carreiro | Brown CPAs

895 Shasta Ave., Morro Bay

(805) 772-2808

georgerosscpa.com