Certified Tax Coach and Certified Tax Planner Jerry Morey founded Morey CPA & Associates in 2014, operating from Suite 400 on West Broadway in downtown San Diego. The firm's industry-vertical model builds dedicated tax strategies for architects, engineers, physicians, dentists, and veterinary practices, applying depreciation schedules and Section 179 elections specific to the capital-equipment cycles that design firms at Gensler manage across multi-year project timelines. QuickBooks ProAdvisor services cover initial file setup, chart-of-accounts customization, and quarterly cleanup for clients transitioning from manual ledgers to cloud-based platforms. Business-valuation engagements apply income, market, and asset-based approaches for litigation support, merger analysis, and insurance-coverage assessments coordinated with commercial brokers at Hultz Insurance. Highest-value engagements encompass entity-restructuring analyses that model tax liability across C-Corporation, S-Corporation, and multi-member LLC elections under IRC Section 199A qualified-business-income deduction thresholds.